We are live on ! Find out more
EHC icon

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
VI
351
Vestcor Inc
New Brunswick, Canada
$149K
HWA
352
Heritage Wealth Advisors
Virginia
$144K
CAC
353
Cowen and Company
New York
$137K +$145K +2,302 New
NICM
354
Neo Ivy Capital Management
New York
$130K -$366K -5,817 -69%
SOW
355
State of Wyoming
Wyoming
$128K +$76.6K +1,217 +131%
CFGS
356
Concourse Financial Group Securities
Alabama
$107K +$17.3K +275 +18%
Simplex Trading
357
Simplex Trading
Illinois
$106K -$54.6K -868 -34%
AP
358
Arlington Partners
Alabama
$106K
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$106K +$39.3K +625 +54%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$103K +$78.5K +1,247 +265%
PCG
361
Private Capital Group
Connecticut
$99K +$19.6K +312 +23%
SWM
362
Spire Wealth Management
Virginia
$80K +$189 +3 +0.2%
FPS
363
Fieldpoint Private Securities
Connecticut
$78K +$126 +2 +0.2%
BWM
364
BerganKDV Wealth Management
Minnesota
$75K
FGAM
365
Financial Gravity Asset Management
Texas
$75K
JCM
366
Jacobi Capital Management
Pennsylvania
$75K
PCH
367
Polar Capital Holdings
United Kingdom
$74.4K +$3.08M +49,023 +4%
BU
368
BBVA USA
Alabama
$62K +$5.73K +91 +10%
GRP
369
Global Retirement Partners
California
$57K
ST
370
Smithfield Trust
Pennsylvania
$57K
GWMIA
371
Global Wealth Management Investment Advisory
Florida
$51K
CWC
372
Carolinas Wealth Consulting
North Carolina
$46K
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$45K -$31.6K -502 -40%
HI
374
Harbour Investments
Wisconsin
$41K
EBA
375
Eagle Bay Advisors
New York
$35K +$2.27K +36 +6%

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.