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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
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.54M
Neuberger Berman Group
202
Neuberger Berman Group
New York
$1.54M -$16.9M -267,899 -91%
Stifel Financial
203
Stifel Financial
Missouri
$1.52M +$80.5K +1,280 +5%
Osaic Holdings
204
Osaic Holdings
Arizona
$1.45M +$94.6K +1,503 +7%
SAM
205
Shell Asset Management
Netherlands
$1.4M -$64.1K -1,018 -4%
APG Asset Management
206
APG Asset Management
Netherlands
$1.37M +$1.68M +26,648 New
GC
207
Globeflex Capital
California
$1.36M +$1.43M +22,779 New
PCM
208
Prelude Capital Management
New York
$1.34M -$414K -6,573 -23%
KCM
209
Kennedy Capital Management
Missouri
$1.34M +$479K +7,619 +51%
Federated Hermes
210
Federated Hermes
Pennsylvania
$1.33M -$43K -683 -3%
URS
211
Utah Retirement Systems
Utah
$1.33M -$87K -1,383 -6%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$1.3M +$1.37M +21,713 New
ET
213
Equitable Trust
Tennessee
$1.29M +$1.36M +21,638 New
QT
214
Quantbot Technologies
New York
$1.27M -$575K -9,141 -30%
X
215
Xponance
Pennsylvania
$1.27M -$25K -397 -2%
PI
216
PineBridge Investments
New York
$1.27M +$123K +1,949 +10%
MWNA
217
Marshall Wace North America
New York
$1.26M -$3.54M -56,202 -73%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$1.25M +$288K +4,583 +28%
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$1.23M -$11.1K -176 -0.8%
LPL Financial
220
LPL Financial
California
$1.22M +$406K +6,450 +46%
HBWM
221
Hollow Brook Wealth Management
New York
$1.21M +$1.27M +20,112 New
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$1.2M
AGM
223
Alpine Global Management
New York
$1.2M +$794K +12,624 +170%
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
$1.19M +$220K +3,499 +21%
AI
225
Atom Investors
Texas
$1.18M -$898K -14,275 -42%

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.