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Baupost Group’s Encompass Health EHC Stock Holding History

Baupost Group’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
2022
Q4 		– Sell
-2,950,000
Closed -$133M – 38
2022
Q3 		$133M Sell
2,950,000
-758,150
-20% -$37.9M 2.3% 16
2022
Q2 		$165M Sell
3,708,150
-62,850
-2% -$3.22M 2.44% 14
2022
Q1 		$213M Buy
3,771,000
+2,870,862
+319% +$150M 2.29% 16
2021
Q4 		$46.7M Buy
+900,138
New +$46.4M 0.46% 28

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baupost Group's EHC Position: Q4 2022 in Review

Baupost Group sold out of Encompass Health (EHC) in Q4 2022, closing a stake of 2,950,000 shares — an estimated $133M sold.

Baupost Group first reported a position in EHC in Q4 2021 and held it in 4 quarters. The position peaked at $213M in Q1 2022. 377 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

  • Baupost Group reported no remaining Encompass Health position as of Q4 2022 after selling out during the quarter.
  • Baupost Group sold 2,950,000 Encompass Health shares in Q4 2022, an estimated $133M.
  • Baupost Group first reported a position in Encompass Health in Q4 2021 and held it in 4 quarters.
  • Baupost Group's Encompass Health position peaked at $213M in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Baupost Group's 13F filing for Q4 2022, filed 13 Feb 2023.