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Encompass Health

241 hedge funds and large institutions have $3.2B invested in Encompass Health in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.69M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.92B → $3.2B (+$278M)

4.27% more ownership

Funds ownership: 115.73%120% (+4.3%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% less funds holding

Funds holding: 244241 (-3)

Holders
241
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
34
Increased
93
Reduced
78
Closed
32
Calls
$10.2M
Puts
$3.69M
Net Calls
+$6.56M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Glenview Capital Management
New York
$270M +$12.2M +440,829 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M +$4.54M +164,334 +2%
Invesco
3
Invesco
Georgia
$200M +$2.23M +80,754 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$144M +$1.08M +39,113 +0.8%
Victory Capital Management
5
Victory Capital Management
Texas
$138M +$2.64M +95,714 +2%
CWAM
6
Columbia Wanger Asset Management
Illinois
$127M +$61.2M +2,214,971 +109%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$119M +$5.04M +182,700 +5%
BFA
8
BlackRock Fund Advisors
California
$95.7M -$3.53M -127,974 -4%
BIT
9
BlackRock Institutional Trust
California
$85.5M +$1.5M +54,344 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$84.2M +$7.64M +276,545 +11%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$83.7M -$40.3M -1,458,650 -34%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$83.3M -$12.8M -461,909 -14%
State Street
13
State Street
Massachusetts
$70.8M +$2.13M +77,100 +3%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.8M -$2.05M -74,296 -3%
AGA
15
Altrinsic Global Advisors
Connecticut
$62.1M -$1.15M -41,654 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$58.9M +$17.6M +635,781 +48%
Wells Fargo
17
Wells Fargo
California
$55.7M +$30.3M +1,097,559 +144%
Northern Trust
18
Northern Trust
Illinois
$54.2M -$721K -26,102 -1%
DCM
19
Daruma Capital Management
New York
$51.6M -$3.02M -109,235 -6%
Goldman Sachs
20
Goldman Sachs
New York
$45M -$3.47M -125,834 -8%
HM
21
HealthCor Management
New York
$41.4M +$38.2M +1,382,700 New
VOYA Investment Management
22
VOYA Investment Management
Georgia
$39.7M -$19.9M -719,274 -35%
TCIM
23
TIAA CREF Investment Management
New York
$37.2M -$179K -6,468 -0.5%
EAM
24
Eagle Asset Management
Florida
$35.3M +$15.9M +574,951 +95%
FCM
25
Frontier Capital Management
Massachusetts
$34.6M -$22.6M -818,861 -41%

EHC Hedge Fund Activity: Q1 2016 in Review

241 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.2B — up 9.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EHC positions and 32 closed out — a net gain of 2 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $61.2M. The largest seller was William Blair Investment Management, cutting an estimated $40.3M.

  • 241 institutional investors held Encompass Health (EHC) as of Q1 2016, down from 244 in Q4 2015.
  • Funds reported $3.2B of Encompass Health stock for Q1 2016, up 9.5% quarter-over-quarter.
  • 34 funds opened new Encompass Health positions in Q1 2016 and 32 closed out, a net change of +2 holders.
  • The largest Encompass Health buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $61.2M added.
  • The largest Encompass Health seller in Q1 2016 was William Blair Investment Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2016.