Balyasny Asset Management
EHC icon

Balyasny Asset Management’s Encompass Health EHC Stock Holding History

Balyasny Asset Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-620,000
Closed -$33.5M – 2400
2023
Q1 		$33.5M Buy
+620,000
New +$36.1M 0.08% 338
2021
Q4 		– Sell
-163,410
Closed -$9.76M – 2324
2021
Q3 		$9.76M Buy
163,410
+32,682
+25% +$2.06M 0.04% 585
2021
Q2 		$8.12M Buy
130,728
+49,023
+60% +$3.27M 0.04% 567
2021
Q1 		$5.32M Buy
+81,705
New +$5.33M 0.03% 677

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management's EHC Position: Q1 2026 in Review

Balyasny Asset Management reduced its Encompass Health (EHC) stake by 86% in Q1 2026, selling an estimated $33.6M and leaving 53,859 shares worth $5.21M. The position accounts for 0.01% of the portfolio, ranked #1345.

Balyasny Asset Management first reported a position in EHC in Q1 2015 and has held it in 31 quarters since. The position peaked at $40.5M in Q4 2025. 578 funds tracked by Wall St. Rank hold EHC as of Q1 2026.

  • Balyasny Asset Management held 53,859 shares of Encompass Health worth $5.21M as of Q1 2026.
  • Balyasny Asset Management sold 327,337 Encompass Health shares in Q1 2026, an estimated $33.6M.
  • Encompass Health made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1345 holding.
  • Balyasny Asset Management first reported a position in Encompass Health in Q1 2015 and has held it in 31 quarters since.
  • Balyasny Asset Management's Encompass Health position peaked at $40.5M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Encompass Health as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.