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Encompass Health

347 hedge funds and large institutions have $4.45B invested in Encompass Health in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 269 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $3.59M

12% less funds holding

Funds holding: 395347 (-48)

15% less capital invested

Capital invested by funds: $5.21B → $4.45B (-$760M)

19.07% less ownership

Funds ownership: 117.56%98.5% (-19%)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

54% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 81

85% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 269

Holders
347
Holders Change
-48
Holders Change %
-12.15%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
37
Increased
41
Reduced
269
Closed
81
Calls
$18.7M
Puts
$3.59M
Net Calls
+$15.1M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$9K -$2.6K -52 -20%
NFSG
302
Newbridge Financial Services Group
Florida
$9K -$2.55K -51 -20%
POIA
303
Pin Oak Investment Advisors
Texas
$9K -$2.55K -51 -20%
MHR
304
Matthew Hamilton Rosenberg
$9K +$10K +200 New
TPCW
305
TD Private Client Wealth
New York
$8.59K +$9.51K +190 New
HNB
306
Huntington National Bank
Ohio
$7K -$14.1K -282 -63%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$7K -$1.85K -37 -20%
PA
308
Parallel Advisors
California
$7K +$951 +19 +15%
AAP
309
Arax Advisory Partners
Colorado
$5K -$1.4K -28 -20%
CDIA
310
Capital Directions Investment Advisors
Georgia
$4K -$5.3K -106 Closed
QCG
311
Quadrant Capital Group
Ohio
$4K -$4.1K -82 -47%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.8K +56 +147%
KFS
313
Kelly Financial Services
Massachusetts
$3.08K -$850 -17 -20%
EARNEST Partners
314
EARNEST Partners
Georgia
$3K -$900 -18 -21%
JWA
315
JFS Wealth Advisors
Pennsylvania
$2K -$700 -14 -21%
S
316
Surevest
California
$2K -$650 -13 -20%
PWMG
317
Prestige Wealth Management Group
New Jersey
$2K -$550 -11 -21%
CTC
318
Central Trust Company
Missouri
$2K -$500 -10 -20%
ME
319
McIlrath & Eck
Washington
$2K -$500 -10 -21%
SC
320
Schubert & Co
Texas
$2K +$50 +1 +2%
CCM
321
Covington Capital Management
California
$2K +$1.7K +34 New
CFFP
322
Center for Financial Planning
Michigan
$2K +$2.15K +43 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.35K +47 New
GWM
324
Geneos Wealth Management
Colorado
$1K -$14.4K -288 -91%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$1K -$3.1K -62 -74%

EHC Hedge Fund Activity: Q3 2022 in Review

347 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2022, worth a combined $4.45B — down 15% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EHC and 37 opened new positions — a net loss of 44 holders — while 269 trimmed existing stakes and 41 added.

The largest buyer was William Blair Investment Management, adding an estimated $216M. The largest seller was BlackRock, cutting an estimated $135M.

  • 347 institutional investors held Encompass Health (EHC) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $4.45B of Encompass Health stock for Q3 2022, down 15% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2022 and 81 closed out, a net change of -44 holders.
  • The largest Encompass Health buyer in Q3 2022 was William Blair Investment Management, an estimated $216M added.
  • The largest Encompass Health seller in Q3 2022 was BlackRock, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2022.