We are live on ! Find out more
EHC icon

Encompass Health

435 hedge funds and large institutions have $6.77B invested in Encompass Health in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $103M | Put options by funds: $19.9M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 136

5% more funds holding

Funds holding: 413435 (+22)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.37% less ownership

Funds ownership: 115.54%115.17% (-0.37%)

4% less capital invested

Capital invested by funds: $7.03B → $6.77B (-$255M)

Holders
435
Holders Change
+22
Holders Change %
+5.33%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
164
Reduced
136
Closed
29
Calls
$103M
Puts
$19.9M
Net Calls
+$82.7M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$6.2M +$836K +13,293 +15%
EVM
127
Eaton Vance Management
Massachusetts
$5.87M +$18.9K +301 +0.3%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$5.75M +$5.63M +89,438 +1,313%
JCI
129
Jet Capital Investors
New York
$5.63M +$5.93M +94,275 New
DIA
130
Dana Investment Advisors
Wisconsin
$5.6M +$535K +8,497 +10%
ACM
131
AREX Capital Management
New York
$5.55M +$1.27M +20,112 +28%
TPSF
132
Texas Permanent School Fund
Texas
$5.52M -$45.5K -723 -0.8%
AB
133
Amalgamated Bank
New York
$5.45M -$587K -9,327 -9%
NIM
134
Needham Investment Management
New York
$5.25M
Twin Tree Management
135
Twin Tree Management
Texas
$4.93M +$3.38M +53,661 +185%
LG
136
Leuthold Group
Minnesota
$4.62M +$14.2K +225 +0.3%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$4.62M +$43.9K +698 +0.9%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$4.61M -$7.93M -126,103 -62%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.44M -$71K -1,128 -1%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$4.29M -$15.6K -248 -0.3%
UBS Group
141
UBS Group
Switzerland
$4.24M -$871K -13,840 -16%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$4.02M -$164K -2,609 -4%
Connor, Clark & Lunn Investment Management (CC&L)
143
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.98M +$4.19M +66,615 New
NIG
144
NFJ Investment Group
Texas
$3.96M +$4.17M +66,258 New
Prudential Financial
145
Prudential Financial
New Jersey
$3.84M +$2.97M +47,145 +287%
New York State Teachers Retirement System (NYSTRS)
146
New York State Teachers Retirement System (NYSTRS)
New York
$3.69M +$493K +7,829 +15%
Truist Financial
147
Truist Financial
North Carolina
$3.64M -$6.97M -110,733 -64%
Canada Life
148
Canada Life
Manitoba, Canada
$3.64M +$652K +10,361 +21%
MIM
149
MetLife Investment Management
New Jersey
$3.59M -$153K -2,435 -4%
RJA
150
Raymond James & Associates
Florida
$3.51M +$1.64M +26,045 +80%

EHC Hedge Fund Activity: Q3 2021 in Review

435 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2021, worth a combined $6.77B — down 3.6% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EHC positions and 29 closed out — a net gain of 26 holders — while 164 added to existing stakes and 136 trimmed.

The largest buyer was Canyon Capital Advisors, opening a new position worth an estimated $50.1M. The largest seller was American Century Companies, cutting an estimated $79M.

  • 435 institutional investors held Encompass Health (EHC) as of Q3 2021, up from 413 in Q2 2021.
  • Funds reported $6.77B of Encompass Health stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 55 funds opened new Encompass Health positions in Q3 2021 and 29 closed out, a net change of +26 holders.
  • The largest Encompass Health buyer in Q3 2021 was Canyon Capital Advisors, an estimated $50.1M added.
  • The largest Encompass Health seller in Q3 2021 was American Century Companies, an estimated $79M sold.

Based on aggregated 13F filings for Q3 2021.