Encompass Health
321 hedge funds and large institutions have $3.86B invested in Encompass Health in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 20 closing their positions.
270% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 20
242% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $3.76M
65% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 79
19% more funds holding
Funds holding: 270 → 321 (+51)
11% more capital invested
Capital invested by funds: $3.48B → $3.86B (+$374M)
7.29% more ownership
Funds ownership: 123.53% → 130.82% (+7.3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$118M |
| 2 |
State Street
Boston,
Massachusetts
|
+$46.3M |
| 3 |
JP Morgan Chase
New York
|
+$37.6M |
| 4 |
Bank of New York Mellon
New York
|
+$25.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.4M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$53M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.7M |
| 3 |
Goldman Sachs
New York
|
-$37M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$35.6M |
| 5 |
HM
HealthCor Management
New York
|
-$26.5M |
EHC Hedge Fund Activity: Q4 2016 in Review
321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2016, worth a combined $3.86B — up 11% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EHC positions and 20 closed out — a net gain of 54 holders — while 130 added to existing stakes and 79 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $118M. The largest seller was Victory Capital Management, cutting an estimated $53M.
- 321 institutional investors held Encompass Health (EHC) as of Q4 2016, up from 270 in Q3 2016.
- Funds reported $3.86B of Encompass Health stock for Q4 2016, up 11% quarter-over-quarter.
- 74 funds opened new Encompass Health positions in Q4 2016 and 20 closed out, a net change of +54 holders.
- The largest Encompass Health buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $118M added.
- The largest Encompass Health seller in Q4 2016 was Victory Capital Management, an estimated $53M sold.
Based on aggregated 13F filings for Q4 2016.