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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
CFA
401
Cahill Financial Advisors
Minnesota
$8K +$8.12K +129 New
CFA
402
Carroll Financial Associates
North Carolina
$7K
IA
403
IFP Advisors
Florida
$7K
LC
404
Lindbrook Capital
California
$6K -$440 -7 -6%
CDIA
405
Capital Directions Investment Advisors
Georgia
$6K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$6K +$1.38K +22 +28%
KFS
407
Kelly Financial Services
Massachusetts
$5.1K -$414K -6,585 -99%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$5K
EARNEST Partners
409
EARNEST Partners
Georgia
$5K
VCM
410
Vigilant Capital Management
Maine
$5K +$4.72K +75 New
KIG
411
Kowal Investment Group
Wisconsin
$5K +$4.84K +77 New
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$4K
NFG
413
Next Financial Group
Texas
$4K +$1.32K +21 +54%
HFM
414
Harvest Fund Management
China
$3K
ME
415
McIlrath & Eck
Washington
$3K
PWMG
416
Prestige Wealth Management Group
New Jersey
$3K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$3K +$503 +8 +23%
BHWM
418
Bay Harbor Wealth Management
Maryland
$2K
DAC
419
Dividend Assets Capital
South Carolina
$2K
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$1.51K -$62K -985 -4%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$1K -$1.26K -20 -50%
FRA
422
Front Row Advisors
California
$1K
GLLW
423
Graves Light Lenhart Wealth
Virginia
$1K
LWA
424
Lenox Wealth Advisors
New York
$1K
RFA
425
Reilly Financial Advisors
California
$1K

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.