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Encompass Health
EHC

270 hedge funds and large institutions have $3.48B invested in Encompass Health in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $8.07M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

2.97% more ownership

Funds ownership: 120.56% → 123.53% (+3%)

2% more funds holding

Funds holding: 265 → 270 (+5)

4% more capital invested

Capital invested by funds: $3.35B → $3.48B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
37
Increased
100
Reduced
90
Closed
26
Calls
$30.8M
Puts
$8.07M
Net Calls
+$22.7M
Net Calls Change
+$5.64M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$55M
2
SFM
Systematic Financial Management
New Jersey
+$32M
3
Comerica Bank
Comerica Bank
Texas
+$17.5M
4
BA
Boston Advisors
Massachusetts
+$13.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$12.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
AR
Advisory Research
Illinois
-$22.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.9M
5
AGA
Altrinsic Global Advisors
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1
Glenview Capital Management
New York
$291M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$5.78M +178,397 +2%
Invesco
3
Invesco
Georgia
$181M -$26.2M -810,147 -13%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$179M +$55M +1,698,402 +44%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$140M +$2.85K +88 +0%
Victory Capital Management
6
Victory Capital Management
Texas
$132M -$6.03M -185,995 -4%
CWAM
7
Columbia Wanger Asset Management
Illinois
$129M -$11.5M -354,850 -8%
BFA
8
BlackRock Fund Advisors
California
$104M +$4.09M +126,225 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$102M +$5.33M +164,525 +6%
BIT
10
BlackRock Institutional Trust
California
$90.4M +$816K +25,180 +0.9%
State Street
11
State Street
Massachusetts
$72.6M -$3.2M -98,649 -4%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.7M -$408K -12,603 -0.6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$68.1M -$14.5M -448,665 -18%
HM
14
HealthCor Management
New York
$66.9M +$8.15M +251,400 +14%
Wells Fargo
15
Wells Fargo
California
$62.6M +$908K +28,031 +1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$61.3M -$18.9M -583,131 -23%
Northern Trust
17
Northern Trust
Illinois
$61.3M +$2.23M +68,678 +4%
DCM
18
Daruma Capital Management
New York
$51.8M -$2.18M -67,347 -4%
AGA
19
Altrinsic Global Advisors
Connecticut
$48M -$16M -495,315 -25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$47.1M -$22.8M -704,336 -33%
Goldman Sachs
21
Goldman Sachs
New York
$47M +$1.21M +37,408 +3%
SFM
22
Systematic Financial Management
New Jersey
$44.8M +$32M +986,242 +245%
EAM
23
Eagle Asset Management
Florida
$38.5M -$887K -27,392 -2%
RP
24
Reinhart Partners
Wisconsin
$32M -$579K -17,861 -2%
Norges Bank
25
Norges Bank
Norway
$31.7M -$1.65M -51,023 -5%
1
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EHC Hedge Fund Activity: Q3 2016 in Review

270 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2016, worth a combined $3.48B — up 3.9% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EHC positions and 26 closed out — a net gain of 11 holders — while 100 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $55M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 270 institutional investors held Encompass Health (EHC) as of Q3 2016, up from 265 in Q2 2016.
  • Funds reported $3.48B of Encompass Health stock for Q3 2016, up 3.9% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q3 2016 was William Blair Investment Management, an estimated $55M added.
  • The largest Encompass Health seller in Q3 2016 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.