Encompass Health
EHC
395 hedge funds and large institutions have $5.67B invested in Encompass Health in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 154 reducing their positions, and 69 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more capital invested
Capital invested by funds: $5.26B → $5.67B (+$411M)
10% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 154
1.12% less ownership
Funds ownership: 115.22% → 114.1% (-1.1%)
7% less funds holding
Funds holding: 427 → 395 (-32)
35% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 69
42% less call options, than puts
Call options by funds: $7.41M | Put options by funds: $12.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$121M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$116M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$51.6M |
| 4 |
BlackRock
New York
|
+$45.5M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$93.6M |
| 2 |
Renaissance Technologies
New York
|
-$69.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$42.2M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$37M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$33.6M |
EHC Hedge Fund Activity: Q2 2019 in Review
395 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q2 2019, worth a combined $5.67B — up 7.8% from $5.26B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of EHC and 45 opened new positions — a net loss of 24 holders — while 154 trimmed existing stakes and 139 added.
The largest buyer was Wellington Management Group, adding an estimated $121M. The largest seller was APG Asset Management, cutting an estimated $93.6M.
- 395 institutional investors held Encompass Health (EHC) as of Q2 2019, down from 427 in Q1 2019.
- Funds reported $5.67B of Encompass Health stock for Q2 2019, up 7.8% quarter-over-quarter.
- 45 funds opened new Encompass Health positions in Q2 2019 and 69 closed out, a net change of -24 holders.
- The largest Encompass Health buyer in Q2 2019 was Wellington Management Group, an estimated $121M added.
- The largest Encompass Health seller in Q2 2019 was APG Asset Management, an estimated $93.6M sold.
Based on aggregated 13F filings for Q2 2019.