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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
MA
401
MUFG Americas
New York
-$62K -1,383 Closed
SOW
402
State of Wyoming
Wyoming
-$40K -897 Closed
GWMIA
403
Global Wealth Management Investment Advisory
Florida
-$38K -855 Closed
AS
404
Altshuler Shaham
Israel
-$27K -598 Closed
OC
405
Oakworth Capital
Alabama
-$19K -419 Closed
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
-$17K -390 Closed
AF
407
Advisornet Financial
Minnesota
-$13K -297 Closed
RTC
408
Riverview Trust Company
Washington
-$12K -273 Closed
EL
409
EMFO LLC
Florida
-$11K -251 Closed
PFS
410
Prospera Financial Services
Texas
-$7K -156 Closed
OIA
411
Optimum Investment Advisors
Illinois
-$6K -126 Closed
CWP
412
Concord Wealth Partners
Virginia
-$3K -67 Closed
EI
413
Ellevest Inc
New York
-$3K -59 Closed
IAMOG
414
Investors Asset Management of Georgia
Georgia
-$2K -52 Closed
QT
415
Quantbot Technologies
New York
-$1K -30 Closed
VWM
416
Valley Wealth Managers
New Jersey
-$1K -30 Closed
AW
417
ACG Wealth
Georgia
-$1K -25 Closed
AssetMark Inc
418
AssetMark Inc
California
-$1K -15 Closed
CI
419
CX Institutional
Indiana
-$1K -15 Closed
MFT
420
Moisand Fitzgerald Tamayo
Florida
-$1K -13 Closed
TWA
421
TCI Wealth Advisors
Arizona
-$450 -9 -60%
GWS
422
Glassman Wealth Services
Virginia
-$200 -4 -44%
CAL
423
Capital Advisors Ltd
Ohio
-$100 -2 -18%
VCM
424
Versant Capital Management
Arizona
-$100 -2 -25%
FMP
425
Financial Management Professionals
Texas
+$200 +4 New

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.