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Encompass Health
EHC

409 hedge funds and large institutions have $5.9B invested in Encompass Health in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 129 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $111M | Put options by funds: $37.8M

31% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 129

0.53% more ownership

Funds ownership: 115.17% → 115.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

6% less funds holding

Funds holding: 435 → 409 (-26)

13% less capital invested

Capital invested by funds: $6.77B → $5.9B (-$875M)

24% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 84

Holders
409
Holders Change
-26
Holders Change %
-5.98%
% of All Funds
6.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
64
Increased
169
Reduced
129
Closed
84
Calls
$111M
Puts
$37.8M
Net Calls
+$72.8M
Net Calls Change
-$9.99M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$152M
2
JP
Jana Partners
New York
+$57.9M
3
Ameriprise
Ameriprise
Minnesota
+$51.7M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$48.2M
5
BG
Baupost Group
Massachusetts
+$46.4M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$200M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$65.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$56.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$52.3M
5
American Century Companies
American Century Companies
Missouri
-$35.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
451
Jefferies Group
New York
– -$381K -6,383 Closed
BC
452
Bridgefront Capital
Texas
– -$376K -6,305 Closed
CAM
453
Cresset Asset Management
Illinois
– -$343K -5,722 Closed
CTA
454
Chesley Taft & Associates
Illinois
– -$289K -4,833 Closed
GAM
455
Gotham Asset Management
New York
– -$279K -4,679 Closed
BFM
456
Boothbay Fund Management
New York
– -$276K -4,628 Closed
M&T Bank
457
M&T Bank
New York
– -$268K -4,494 Closed
PAM
458
Panagora Asset Management
Massachusetts
– -$263K -4,407 Closed
PFO
459
Pathstone Family Office
New Jersey
– -$258K -4,303 Closed
AWM
460
AE Wealth Management
Kansas
– -$254K -4,250 Closed
PAS
461
Park Avenue Securities
New York
– -$236K -3,956 Closed
TA
462
Tiedemann Advisors
New York
– -$226K -3,771 Closed
CG
463
Colony Group
Massachusetts
– -$223K -3,733 Closed
CI
464
Cigna Investments
Connecticut
– -$222K -3,716 Closed
MAM
465
Martingale Asset Management
Massachusetts
– -$212K -3,522 Closed
Mirae Asset Global Investments
466
Mirae Asset Global Investments
South Korea
– -$209K -3,501 Closed
IRF
467
IBM Retirement Fund
New York
– -$205K -3,435 Closed
6M
468
6 Meridian
Kansas
– -$203K -3,396 Closed
FF
469
FourThought Financial
Florida
– -$192K -3,217 Closed
CMBA
470
C.M. Bidwell & Associates
Hawaii
– -$169K -2,828 Closed
NICM
471
Neo Ivy Capital Management
New York
– -$130K -2,643 Closed
CAC
472
Cowen and Company
New York
– -$137K -2,302 Closed
JCM
473
Jacobi Capital Management
Pennsylvania
– -$75K -1,257 Closed
GRP
474
Global Retirement Partners
California
– -$57K -958 Closed
HI
475
Harbour Investments
Wisconsin
– -$41K -679 Closed
16 17 18
19
20

EHC Hedge Fund Activity: Q4 2021 in Review

409 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2021, worth a combined $5.9B — down 13% from $6.77B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EHC and 64 opened new positions — a net loss of 20 holders — while 129 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $152M. The largest seller was William Blair Investment Management, cutting an estimated $200M.

  • 409 institutional investors held Encompass Health (EHC) as of Q4 2021, down from 435 in Q3 2021.
  • Funds reported $5.9B of Encompass Health stock for Q4 2021, down 13% quarter-over-quarter.
  • 64 funds opened new Encompass Health positions in Q4 2021 and 84 closed out, a net change of -20 holders.
  • The largest Encompass Health buyer in Q4 2021 was Wellington Management Group, an estimated $152M added.
  • The largest Encompass Health seller in Q4 2021 was William Blair Investment Management, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2021.