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Encompass Health

430 hedge funds and large institutions have $6.93B invested in Encompass Health in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 142 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $6.05B → $6.93B (+$887M)

11% more funds holding

Funds holding: 387430 (+43)

4% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $20.6M

2.13% less ownership

Funds ownership: 115.73%113.6% (-2.1%)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 159

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
77
Increased
142
Reduced
159
Closed
32
Calls
$21.5M
Puts
$20.6M
Net Calls
+$903K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$724M +$15.4M +252,519 +2%
BlackRock
2
BlackRock
New York
$707M +$4.42M +72,647 +0.6%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$401M +$9.18M +150,969 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$226M -$46M -757,196 -17%
State Street
5
State Street
Massachusetts
$204M +$6.46M +106,171 +3%
APG Asset Management
6
APG Asset Management
Netherlands
$176M +$2.11M +34,694 +1%
Invesco
7
Invesco
Georgia
$163M +$10.3M +170,037 +7%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$144M +$87.7M +1,442,238 +165%
Wells Fargo
9
Wells Fargo
California
$141M +$44.3M +728,702 +47%
Ameriprise
10
Ameriprise
Minnesota
$118M -$10.9M -179,538 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$117M +$48M +789,774 +72%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$112M +$1.66M +27,360 +2%
Norges Bank
13
Norges Bank
Norway
$108M
Wellington Management Group
14
Wellington Management Group
Massachusetts
$108M -$34.5M -566,853 -25%
TCIM
15
TIAA CREF Investment Management
New York
$106M +$4.93M +81,072 +5%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$99M -$35.2M -578,580 -27%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$95M -$827K -13,602 -0.9%
Victory Capital Management
18
Victory Capital Management
Texas
$91.8M -$41.4M -680,956 -31%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$91.3M +$416K +6,837 +0.5%
Capital Research Global Investors
20
Capital Research Global Investors
California
$79.5M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$75.3M +$1.25M +20,609 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$72.5M -$19.9M -326,940 -22%
TCM
23
TimesSquare Capital Management
New York
$70.2M +$4.69M +77,054 +7%
Allianz Asset Management
24
Allianz Asset Management
Germany
$65.5M -$8.54M -140,460 -12%
Northern Trust
25
Northern Trust
Illinois
$64.6M +$567K +9,324 +0.9%

EHC Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2018, worth a combined $6.93B — up 15% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EHC positions and 32 closed out — a net gain of 45 holders — while 142 added to existing stakes and 159 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $87.7M. The largest seller was VOYA Investment Management, cutting an estimated $109M.

  • 430 institutional investors held Encompass Health (EHC) as of Q3 2018, up from 387 in Q2 2018.
  • Funds reported $6.93B of Encompass Health stock for Q3 2018, up 15% quarter-over-quarter.
  • 77 funds opened new Encompass Health positions in Q3 2018 and 32 closed out, a net change of +45 holders.
  • The largest Encompass Health buyer in Q3 2018 was Acadian Asset Management, an estimated $87.7M added.
  • The largest Encompass Health seller in Q3 2018 was VOYA Investment Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2018.