We are live on ! Find out more
EHC icon

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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$7.06M -$5.28M -105,443 -40%
Bank of America
77
Bank of America
North Carolina
$7.03M -$7.25M -145,021 -48%
UBS AM
78
UBS AM
Illinois
$6.92M -$3.59M -71,663 -32%
AllianceBernstein
79
AllianceBernstein
Tennessee
$6.77M -$3.77M -75,330 -33%
Legal & General Group
80
Legal & General Group
United Kingdom
$6.55M -$2.08M -41,635 -22%
RJA
81
Raymond James & Associates
Florida
$6.54M -$1.27M -25,302 -15%
OC
82
Oppenheimer & Co
New York
$6.37M -$1.81M -36,114 -20%
SBH
83
Segall Bryant & Hamill
Illinois
$6.36M -$864K -17,265 -11%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$6.19M -$2.63M -52,644 -28%
OCM
85
Orchard Capital Management
Illinois
$6.13M -$1.74M -34,815 -20%
MAM
86
Madison Asset Management
Wisconsin
$6.02M -$649K -12,964 -9%
JIM
87
Jensen Investment Management
Oregon
$6.02M -$1.71M -34,181 -20%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$5.99M -$1.69M -33,770 -20%
EVM
89
Eaton Vance Management
Massachusetts
$5.74M -$1.63M -32,636 -20%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$5.7M -$3.06M -61,148 -33%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$5.67M -$2.04M -40,705 -25%
BCG
92
Barington Capital Group
New York
$5.52M -$4.21M -84,114 -41%
SDIC
93
South Dakota Investment Council
South Dakota
$5.46M -$427K -8,535 -7%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$5.42M -$1.05M -21,057 -15%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$4.79M -$1.36M -27,208 -20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.61M -$853K -17,057 -14%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$4.57M -$1.69M -33,844 -25%
CS
98
Credit Suisse
Switzerland
$4.53M -$1.22M -24,405 -20%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.48M -$3.01M -60,159 -38%
SO
100
STRS Ohio
Ohio
$4.43M +$510K +10,186 +12%

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.