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Encompass Health

435 hedge funds and large institutions have $6.77B invested in Encompass Health in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $103M | Put options by funds: $19.9M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 136

5% more funds holding

Funds holding: 413435 (+22)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.37% less ownership

Funds ownership: 115.54%115.17% (-0.37%)

4% less capital invested

Capital invested by funds: $7.03B → $6.77B (-$255M)

Holders
435
Holders Change
+22
Holders Change %
+5.33%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
164
Reduced
136
Closed
29
Calls
$103M
Puts
$19.9M
Net Calls
+$82.7M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CapWealth Advisors
Tennessee
$387K -$16.5K -262 -4%
BCM
302
Brookstone Capital Management
Illinois
$387K +$85.6K +1,361 +23%
JG
303
Jefferies Group
New York
$381K +$402K +6,383 New
IMRF
304
Illinois Municipal Retirement Fund
Illinois
$381K
BC
305
Bridgefront Capital
Texas
$376K +$115K +1,828 +41%
KWMG
306
King Wealth Management Group
Florida
$375K
BMA
307
Brooks Moore & Associates
Tennessee
$372K
GTCM
308
Gyon Technologies Capital Management
New Jersey
$362K +$381K +6,060 New
UTC
309
Unified Trust Company
Kentucky
$350K -$5.91K -94 -2%
Franklin Resources
310
Franklin Resources
California
$350K +$158K +2,504 +75%
YMRC
311
Yorktown Management & Research Company
Virginia
$345K
CAM
312
Cresset Asset Management
Illinois
$343K +$503 +8 +0.1%
FA
313
FDx Advisors
Illinois
$324K +$32.2K +512 +10%
CC
314
Clearline Capital
New York
$322K -$1.01M -15,978 -75%
TRCT
315
Tower Research Capital (TRC)
New York
$321K -$257K -4,090 -43%
WAM
316
World Asset Management
Michigan
$319K -$8.81K -140 -3%
TCM
317
Teza Capital Management
Illinois
$316K -$1.28M -20,400 -79%
SW
318
SVB Wealth
Massachusetts
$312K -$23.9K -380 -7%
PCS
319
Personal CFO Solutions
New Jersey
$308K +$13.2K +210 +4%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$290K -$11.6K -184 -4%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$290K +$15.9K +252 +5%
HighTower Advisors
322
HighTower Advisors
Illinois
$290K +$47.8K +760 +19%
CTA
323
Chesley Taft & Associates
Illinois
$289K +$6.29K +100 +2%
WA
324
Waverly Advisors
Alabama
$288K -$2.96K -47 -0.8%
GAM
325
Gotham Asset Management
New York
$279K +$294K +4,679 New

EHC Hedge Fund Activity: Q3 2021 in Review

435 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2021, worth a combined $6.77B — down 3.6% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EHC positions and 29 closed out — a net gain of 26 holders — while 164 added to existing stakes and 136 trimmed.

The largest buyer was Canyon Capital Advisors, opening a new position worth an estimated $50.1M. The largest seller was American Century Companies, cutting an estimated $79M.

  • 435 institutional investors held Encompass Health (EHC) as of Q3 2021, up from 413 in Q2 2021.
  • Funds reported $6.77B of Encompass Health stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 55 funds opened new Encompass Health positions in Q3 2021 and 29 closed out, a net change of +26 holders.
  • The largest Encompass Health buyer in Q3 2021 was Canyon Capital Advisors, an estimated $50.1M added.
  • The largest Encompass Health seller in Q3 2021 was American Century Companies, an estimated $79M sold.

Based on aggregated 13F filings for Q3 2021.