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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$152M |
| 2 |
JP
Jana Partners
New York
|
+$57.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.7M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$48.2M |
| 5 |
BG
Baupost Group
Boston,
Massachusetts
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$200M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$65.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$56.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$52.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$35.6M |
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.