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Encompass Health
EHC

380 hedge funds and large institutions have $5.99B invested in Encompass Health in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $4.2M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

5% more capital invested

Capital invested by funds: $5.7B → $5.99B (+$297M)

0.48% more ownership

Funds ownership: 116.34% → 116.82% (+0.48%)

2% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 48

6% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 133

1% less funds holding

Funds holding: 384 → 380 (-4)

Holders
380
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
7.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
47
Increased
125
Reduced
133
Closed
48
Calls
$21.3M
Puts
$4.2M
Net Calls
+$17.1M
Net Calls Change
+$4.33M

Top Buyers

Rank Fund Capital Flow
1
JP
Jana Partners
New York
+$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$73M
3
Citadel Advisors
Citadel Advisors
Florida
+$42.6M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$41.2M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$39.7M

Top Sellers

Rank Fund Capital Flow
1
HM
HealthCor Management
New York
-$77.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$47.5M
3
Millennium Management
Millennium Management
New York
-$34.1M
4
MAM
Martingale Asset Management
Massachusetts
-$32.4M
5
Norges Bank
Norges Bank
Norway
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$3.47M +$1.08M +21,061 +46%
MSA
127
Mason Street Advisors
Wisconsin
$3.46M -$80.6K -1,570 -2%
BFM
128
Boothbay Fund Management
New York
$3.35M +$3.32M +64,703 New
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$3.32M -$290K -5,656 -8%
DIA
130
Dean Investment Associates
Ohio
$3.25M +$179K +3,485 +6%
KOCAA
131
Knights of Columbus Asset Advisors
Connecticut
$3.23M +$205K +4,003 +7%
HA
132
Heartland Advisors
Wisconsin
$3.14M +$2.25M +43,829 +258%
KM
133
Kalos Management
Georgia
$2.91M -$127K -2,466 -5%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M -$862K -16,791 -25%
SI
135
Sapience Investments
California
$2.57M -$181K -3,520 -7%
FM
136
Foster & Motley
Ohio
$2.47M -$71K -1,384 -3%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$2.44M +$19.3K +377 +0.8%
JIM
138
Jensen Investment Management
Oregon
$2.37M +$610K +11,878 +35%
SOMRS
139
State of Michigan Retirement System
Michigan
$2.35M – – –
HW
140
Hancock Whitney
Mississippi
$2.31M -$240K -4,677 -9%
ONB
141
Old National Bancorp
Indiana
$2.27M – – –
RJFSA
142
Raymond James Financial Services Advisors
Florida
$2.25M +$1.48M +28,873 +196%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$2.2M -$176K -3,425 -7%
TRCT
144
Tower Research Capital (TRC)
New York
$2.18M +$411K +8,016 +23%
DGHMC
145
Dalton, Greiner, Hartman, Maher & Co
New York
$2.15M -$940K -18,322 -31%
NMIMC
146
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M – – –
AAM
147
Advisors Asset Management
Colorado
$2.08M -$339K -6,612 -14%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$699K +13,629 +52%
HCM
149
Horrell Capital Management
Arkansas
$2.05M +$8.01K +156 +0.4%
OSIA
150
O'Shares Investment Advisers
Massachusetts
$2.04M +$954K +18,590 +89%
4 5
6
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EHC Hedge Fund Activity: Q3 2020 in Review

380 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2020, worth a combined $5.99B — up 5.2% from $5.7B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EHC and 47 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 125 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $112M. The largest seller was HealthCor Management, exiting entirely with an estimated $77.2M sold.

  • 380 institutional investors held Encompass Health (EHC) as of Q3 2020, down from 384 in Q2 2020.
  • Funds reported $5.99B of Encompass Health stock for Q3 2020, up 5.2% quarter-over-quarter.
  • 47 funds opened new Encompass Health positions in Q3 2020 and 48 closed out, a net change of -1 holder.
  • The largest Encompass Health buyer in Q3 2020 was Jana Partners, an estimated $112M added.
  • The largest Encompass Health seller in Q3 2020 was HealthCor Management, an estimated $77.2M sold.

Based on aggregated 13F filings for Q3 2020.