Encompass Health
387 hedge funds and large institutions have $6.14B invested in Encompass Health in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.
131% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 29
43% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $1.71M
18% more capital invested
Capital invested by funds: $5.22B → $6.14B (+$921M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more funds holding
Funds holding: 354 → 387 (+33)
1.6% less ownership
Funds ownership: 117.33% → 115.73% (-1.6%)
22% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$58M |
| 2 |
Millennium Management
New York
|
+$46.6M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$41.3M |
| 4 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$33.2M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$118M |
| 2 |
State Street
Boston,
Massachusetts
|
-$52.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$48.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$46M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$40.2M |
EHC Hedge Fund Activity: Q2 2018 in Review
387 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q2 2018, worth a combined $6.14B — up 18% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EHC positions and 29 closed out — a net gain of 38 holders — while 115 added to existing stakes and 148 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $58M. The largest seller was BlackRock, cutting an estimated $118M.
- 387 institutional investors held Encompass Health (EHC) as of Q2 2018, up from 354 in Q1 2018.
- Funds reported $6.14B of Encompass Health stock for Q2 2018, up 18% quarter-over-quarter.
- 67 funds opened new Encompass Health positions in Q2 2018 and 29 closed out, a net change of +38 holders.
- The largest Encompass Health buyer in Q2 2018 was William Blair Investment Management, an estimated $58M added.
- The largest Encompass Health seller in Q2 2018 was BlackRock, an estimated $118M sold.
Based on aggregated 13F filings for Q2 2018.