Encompass Health
EHC
241 hedge funds and large institutions have $3.22B 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.
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: 2 → 5 (+3)
19% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 78
10% more capital invested
Capital invested by funds: $2.93B → $3.22B (+$294M)
4.29% more ownership
Funds ownership: 115.71% → 120% (+4.3%)
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
1% less funds holding
Funds holding: 244 → 241 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$61.2M |
| 2 |
HM
HealthCor Management
New York
|
+$38.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$30.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.6M |
| 5 |
Renaissance Technologies
New York
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$40.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.6M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$21.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$19.9M |
EHC Hedge Fund Activity: Q1 2016 in Review
241 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2016, worth a combined $3.22B — up 10% from $2.93B 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 $3.22B of Encompass Health stock for Q1 2016, up 10% 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.