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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
Macquarie Group
26
Macquarie Group
Australia
$43.1M -$9.3M -185,969 -16%
Norges Bank
27
Norges Bank
Norway
$42M -$10.1M -201,036 -18%
CCM
28
Copeland Capital Management
Pennsylvania
$38.8M -$10.1M -202,130 -19%
DRZID
29
DePrince Race & Zollo Inc (DRZ)
Florida
$38.8M -$35.9M -717,404 -46%
PIM
30
Paradice Investment Management
Colorado
$38.5M -$10M -200,650 -19%
RP
31
Reinhart Partners
Wisconsin
$37.6M -$16.3M -326,258 -28%
Northern Trust
32
Northern Trust
Illinois
$36.6M -$9.92M -198,339 -20%
Morgan Stanley
33
Morgan Stanley
New York
$34.3M -$15M -298,869 -28%
LI
34
Leeward Investments
Massachusetts
$33.3M +$12.2M +243,052 +49%
WCM
35
Wedge Capital Management
North Carolina
$30.3M -$10.9M -218,467 -25%
Charles Schwab
36
Charles Schwab
California
$27.1M -$6.58M -131,601 -18%
First Trust Advisors
37
First Trust Advisors
Illinois
$22.6M -$66.7K -1,333 -0.3%
SFM
38
Systematic Financial Management
New Jersey
$22M -$5.02M -100,404 -17%
HA
39
Heartland Advisors
Wisconsin
$21.9M -$4.88M -97,472 -17%
EIP
40
Epoch Investment Partners
New York
$21.1M -$14.7K -294 -0.1%
Wells Fargo
41
Wells Fargo
California
$19.8M -$7.22M -144,272 -25%
Millennium Management
42
Millennium Management
New York
$19.7M -$4.45M -88,973 -17%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$19.5M -$143K -2,858 -0.7%
Goldman Sachs
44
Goldman Sachs
New York
$19.2M +$3.59M +71,801 +20%
Principal Financial Group
45
Principal Financial Group
Iowa
$17.6M -$5.25M -104,904 -21%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$17.3M -$2.59M -51,746 -12%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$16.4M -$35.2M -703,424 -66%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.1M +$1.11M +22,104 +7%
GCM
49
Glenview Capital Management
New York
$15.8M -$68.9M -1,377,605 -80%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$15.5M -$7.22M -144,416 -30%

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.