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Encompass Health

316 hedge funds and large institutions have $3.75B invested in Encompass Health in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 102

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $3.86B → $3.75B (-$104M)

2% less funds holding

Funds holding: 321316 (-5)

7.16% less ownership

Funds ownership: 130.82%123.65% (-7.2%)

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
7.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
40
Increased
134
Reduced
102
Closed
35
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2M
Net Calls Change
-$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$404M +$388M +11,815,959 +22,475%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$13.2M +400,504 +5%
Invesco
3
Invesco
Georgia
$179M -$2.25M -68,479 -1%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$162M +$9.75M +297,038 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$154M +$6.62M +201,677 +5%
State Street
6
State Street
Massachusetts
$125M -$599K -18,238 -0.5%
CWAM
7
Columbia Wanger Asset Management
Illinois
$118M -$2.51M -76,497 -2%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$91.5M -$55.5M -1,690,539 -39%
Victory Capital Management
9
Victory Capital Management
Texas
$78.5M -$5.44M -165,749 -7%
Northern Trust
10
Northern Trust
Illinois
$74.7M +$707K +21,544 +1%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$67.3M -$3.11M -94,770 -5%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$66.5M +$11.9M +363,769 +23%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$61.4M +$6M +182,569 +11%
DCM
14
Daruma Capital Management
New York
$58.8M -$1.45M -44,230 -2%
Norges Bank
15
Norges Bank
Norway
$53.5M +$7.09M +215,935 +16%
SFM
16
Systematic Financial Management
New Jersey
$49.3M -$3.29M -100,288 -6%
Allianz Asset Management
17
Allianz Asset Management
Germany
$49.3M +$14.6M +443,853 +44%
Principal Financial Group
18
Principal Financial Group
Iowa
$44.6M +$927K +28,221 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$42.6M +$40.2M +1,222,884 +4,378%
AGA
20
Altrinsic Global Advisors
Connecticut
$40.4M -$3.9M -118,651 -9%
TCIM
21
TIAA CREF Investment Management
New York
$40.3M -$7.71M -234,712 -17%
EAM
22
Eagle Asset Management
Florida
$40.2M -$268K -8,168 -0.7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$38.1M +$6.52M +198,576 +22%
Wells Fargo
24
Wells Fargo
California
$37.6M -$4.89M -149,001 -12%
CP
25
Cumberland Partners
Ontario, Canada
$35.4M -$707K -21,526 -2%

EHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2017, worth a combined $3.75B — down 2.7% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EHC positions and 35 closed out — a net gain of 5 holders — while 134 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $300M sold.

  • 316 institutional investors held Encompass Health (EHC) as of Q1 2017, down from 321 in Q4 2016.
  • Funds reported $3.75B of Encompass Health stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 40 funds opened new Encompass Health positions in Q1 2017 and 35 closed out, a net change of +5 holders.
  • The largest Encompass Health buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Encompass Health seller in Q1 2017 was Glenview Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q1 2017.