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Encompass Health

404 hedge funds and large institutions have $7.62B invested in Encompass Health in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 120 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $14.4M

64% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more capital invested

Capital invested by funds: $5.99B → $7.62B (+$1.62B)

6% more funds holding

Funds holding: 380404 (+24)

0.17% less ownership

Funds ownership: 116.82%116.65% (-0.17%)

21% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 151

Holders
404
Holders Change
+24
Holders Change %
+6.32%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
69
Increased
120
Reduced
151
Closed
42
Calls
$29.9M
Puts
$14.4M
Net Calls
+$15.5M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$58.7M -$1.5M -25,509 -3%
WRF
27
Waddell & Reed Financial
Kansas
$58.6M +$1.76M +29,969 +3%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.7M -$3.82M -64,860 -7%
PCH
29
Polar Capital Holdings
United Kingdom
$55M +$49.2M +836,322 New
CCM
30
Copeland Capital Management
Pennsylvania
$54.9M -$2.63M -44,756 -5%
Wells Fargo
31
Wells Fargo
California
$51.6M -$1.14M -19,346 -2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$50.4M +$3.37M +57,354 +8%
Truist Financial
33
Truist Financial
North Carolina
$46.4M +$5.75M +97,689 +16%
Capital Research Global Investors
34
Capital Research Global Investors
California
$43.2M
Millennium Management
35
Millennium Management
New York
$42.6M +$30.9M +525,293 +431%
Charles Schwab
36
Charles Schwab
California
$41.5M +$471K +8,006 +1%
PCA
37
Personal Capital Advisors
California
$41.4M +$1.3M +22,042 +4%
RSCM
38
Rock Springs Capital Management
Maryland
$41.3M -$14.6M -248,886 -28%
ITP
39
Iron Triangle Partners
Connecticut
$41.3M -$14.6M -248,457 -28%
N
40
Nuveen
North Carolina
$36.3M +$3.63M +61,784 +13%
Citadel Advisors
41
Citadel Advisors
Florida
$34M -$32.7M -556,147 -52%
Goldman Sachs
42
Goldman Sachs
New York
$34M +$9.23M +156,954 +44%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$30.4M -$9.02M -153,300 -25%
Zurich Cantonal Bank
44
Zurich Cantonal Bank
Switzerland
$30.3M +$5.19M +88,211 +24%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$28.9M +$823K +13,991 +3%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$27.4M -$479K -8,136 -2%
Bank Julius Baer & Co
47
Bank Julius Baer & Co
Switzerland
$27.2M +$1.46M +24,746 +6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$27M -$10.4M -176,622 -30%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$26.6M +$325K +5,525 +1%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$23.7M -$15.4M -262,210 -42%

EHC Hedge Fund Activity: Q4 2020 in Review

404 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2020, worth a combined $7.62B — up 27% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new EHC positions and 42 closed out — a net gain of 27 holders — while 120 added to existing stakes and 151 trimmed.

The largest buyer was Jana Partners, adding an estimated $63M. The largest seller was Viking Global Investors, cutting an estimated $49.7M.

  • 404 institutional investors held Encompass Health (EHC) as of Q4 2020, up from 380 in Q3 2020.
  • Funds reported $7.62B of Encompass Health stock for Q4 2020, up 27% quarter-over-quarter.
  • 69 funds opened new Encompass Health positions in Q4 2020 and 42 closed out, a net change of +27 holders.
  • The largest Encompass Health buyer in Q4 2020 was Jana Partners, an estimated $63M added.
  • The largest Encompass Health seller in Q4 2020 was Viking Global Investors, an estimated $49.7M sold.

Based on aggregated 13F filings for Q4 2020.