We are live on ! Find out more
EHC icon

Encompass Health

427 hedge funds and large institutions have $5.26B invested in Encompass Health in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 156

0.64% more ownership

Funds ownership: 114.58%115.22% (+0.64%)

5% less capital invested

Capital invested by funds: $5.53B → $5.26B (-$265M)

4% less funds holding

Funds holding: 447427 (-20)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

54% less call options, than puts

Call options by funds: $7.17M | Put options by funds: $15.5M

Holders
427
Holders Change
-20
Holders Change %
-4.47%
% of All Funds
9.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
45
Increased
168
Reduced
156
Closed
62
Calls
$7.17M
Puts
$15.5M
Net Calls
-$8.36M
Net Calls Change
-$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$571M +$8.7M +171,771 +1%
BlackRock
2
BlackRock
New York
$561M +$15.9M +313,469 +3%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$207M -$2.25M -44,478 -1%
State Street
4
State Street
Massachusetts
$145M +$1.39M +27,449 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$143M -$15.6M -308,495 -9%
APG Asset Management
6
APG Asset Management
Netherlands
$140M +$4.15M +81,956 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$132M +$966K +19,066 +0.7%
Renaissance Technologies
8
Renaissance Technologies
New York
$131M +$5.1M +100,686 +4%
Invesco
9
Invesco
Georgia
$119M -$2.84M -56,065 -2%
Ameriprise
10
Ameriprise
Minnesota
$101M +$4.33M +85,400 +4%
Wells Fargo
11
Wells Fargo
California
$95.2M +$1.61M +31,731 +2%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$87.9M +$82.7M +1,631,539 +625%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$85.7M -$1.47M -28,945 -2%
Norges Bank
14
Norges Bank
Norway
$80.6M
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$75M +$5.95M +117,379 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$68.6M -$566K -11,163 -0.8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$63.9M +$4.96M +97,855 +8%
Northern Trust
18
Northern Trust
Illinois
$61.2M +$1.95M +38,501 +3%
Capital Research Global Investors
19
Capital Research Global Investors
California
$59.6M
TCM
20
TimesSquare Capital Management
New York
$56M -$5.16M -101,817 -8%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$53M +$24.8M +489,199 +75%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.1M -$113K -2,231 -0.2%
Principal Financial Group
23
Principal Financial Group
Iowa
$49.1M +$396K +7,824 +0.7%
RSCM
24
Rock Springs Capital Management
Maryland
$46.7M +$4.78M +94,275 +10%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$44.1M +$3.1M +61,119 +7%

EHC Hedge Fund Activity: Q1 2019 in Review

427 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2019, worth a combined $5.26B — down 4.8% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of EHC and 45 opened new positions — a net loss of 17 holders — while 156 trimmed existing stakes and 168 added.

The largest buyer was VOYA Investment Management, adding an estimated $82.7M. The largest seller was HealthCor Management, exiting entirely with an estimated $68.2M sold.

  • 427 institutional investors held Encompass Health (EHC) as of Q1 2019, down from 447 in Q4 2018.
  • Funds reported $5.26B of Encompass Health stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 45 funds opened new Encompass Health positions in Q1 2019 and 62 closed out, a net change of -17 holders.
  • The largest Encompass Health buyer in Q1 2019 was VOYA Investment Management, an estimated $82.7M added.
  • The largest Encompass Health seller in Q1 2019 was HealthCor Management, an estimated $68.2M sold.

Based on aggregated 13F filings for Q1 2019.