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Encompass Health

323 hedge funds and large institutions have $4.32B invested in Encompass Health in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $492K

61% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 93

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% less capital invested

Capital invested by funds: $4.51B → $4.32B (-$196M)

3% less funds holding

Funds holding: 333323 (-10)

12.39% less ownership

Funds ownership: 130.94%118.55% (-12%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
8.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
150
Reduced
93
Closed
37
Calls
$10.5M
Puts
$492K
Net Calls
+$9.97M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$480M +$46.5M +1,304,225 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$408M +$56.9M +1,596,125 +17%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$197M -$2.47M -69,460 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$187M +$1.49M +41,734 +0.8%
State Street
5
State Street
Massachusetts
$155M +$9.55M +268,066 +7%
Invesco
6
Invesco
Georgia
$152M -$46.4M -1,301,675 -24%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$108M +$12.7M +356,441 +14%
CWAM
8
Columbia Wanger Asset Management
Illinois
$104M -$27.1M -761,956 -21%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$95.6M -$17.1M -479,349 -16%
Victory Capital Management
10
Victory Capital Management
Texas
$76.1M -$1.44M -40,471 -2%
Northern Trust
11
Northern Trust
Illinois
$75.5M +$3.11M +87,418 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$73.7M +$5.87M +164,679 +9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$72.8M +$244K +6,850 +0.3%
Norges Bank
14
Norges Bank
Norway
$71.9M +$6.97M +195,676 +11%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$66.2M -$8.64M -242,400 -12%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$63.7M -$2.24M -62,826 -4%
Principal Financial Group
17
Principal Financial Group
Iowa
$59.6M +$6.21M +174,150 +12%
DCM
18
Daruma Capital Management
New York
$55.5M -$242K -6,791 -0.4%
EAM
19
Eagle Asset Management
Florida
$50M -$624K -17,512 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$47M +$6.46M +181,175 +17%
TCIM
21
TIAA CREF Investment Management
New York
$47M +$3.6M +100,925 +9%
Wells Fargo
22
Wells Fargo
California
$45.2M -$6.42M -180,144 -13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$44.1M +$7.07M +198,342 +20%
Macquarie Group
24
Macquarie Group
Australia
$42.9M +$4.72M +132,432 +13%
SFM
25
Systematic Financial Management
New Jersey
$42.4M -$7.73M -216,960 -16%

EHC Hedge Fund Activity: Q3 2017 in Review

323 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2017, worth a combined $4.32B — down 4.3% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EHC and 32 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 150 added.

The largest buyer was Vanguard Group, adding an estimated $56.9M. The largest seller was Invesco, cutting an estimated $46.4M.

  • 323 institutional investors held Encompass Health (EHC) as of Q3 2017, down from 333 in Q2 2017.
  • Funds reported $4.32B of Encompass Health stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 32 funds opened new Encompass Health positions in Q3 2017 and 37 closed out, a net change of -5 holders.
  • The largest Encompass Health buyer in Q3 2017 was Vanguard Group, an estimated $56.9M added.
  • The largest Encompass Health seller in Q3 2017 was Invesco, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2017.