Encompass Health
435 hedge funds and large institutions have $6.53B invested in Encompass Health in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 35 closing their positions.
310% more call options, than puts
Call options by funds: $5.74M | Put options by funds: $1.4M
80% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 35
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 413 → 435 (+22)
4% more ownership
Funds ownership: 93.6% → 97.6% (+4%)
3% more capital invested
Capital invested by funds: $6.33B → $6.53B (+$202M)
7% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$90M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$46M |
| 3 |
Morgan Stanley
New York
|
+$39.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$39.1M |
| 5 |
Goldman Sachs
New York
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$83.7M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$38.6M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$29.7M |
| 4 |
SC
Samlyn Capital
New York
|
-$26.2M |
| 5 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$24.1M |
EHC Hedge Fund Activity: Q4 2023 in Review
435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2023, worth a combined $6.53B — up 3.2% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EHC positions and 35 closed out — a net gain of 28 holders — while 145 added to existing stakes and 156 trimmed.
The largest buyer was TD Asset Management, adding an estimated $90M. The largest seller was Citadel Advisors, cutting an estimated $83.7M.
- 435 institutional investors held Encompass Health (EHC) as of Q4 2023, up from 413 in Q3 2023.
- Funds reported $6.53B of Encompass Health stock for Q4 2023, up 3.2% quarter-over-quarter.
- 63 funds opened new Encompass Health positions in Q4 2023 and 35 closed out, a net change of +28 holders.
- The largest Encompass Health buyer in Q4 2023 was TD Asset Management, an estimated $90M added.
- The largest Encompass Health seller in Q4 2023 was Citadel Advisors, an estimated $83.7M sold.
Based on aggregated 13F filings for Q4 2023.