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Encompass Health
EHC

360 hedge funds and large institutions have $5.62B invested in Encompass Health in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

0.69% less ownership

Funds ownership: 113.79% → 113.1% (-0.69%)

1% less capital invested

Capital invested by funds: $5.66B → $5.62B (-$41.8M)

9% less funds holding

Funds holding: 395 → 360 (-35)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 155

47% less call options, than puts

Call options by funds: $5.46M | Put options by funds: $10.4M

54% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 61

Holders
360
Holders Change
-35
Holders Change %
-8.86%
% of All Funds
7.89%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
28
Increased
114
Reduced
155
Closed
61
Calls
$5.46M
Puts
$10.4M
Net Calls
-$4.9M
Net Calls Change
+$485K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$194M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$63.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$47.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41M
5
American Century Companies
American Century Companies
Missouri
+$26.9M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$71.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$47M
4
Goldman Sachs
Goldman Sachs
New York
-$26.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$650M -$5.2M -103,459 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M +$13M +258,920 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$356M +$194M +3,867,380 +120%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$294M +$47.1M +937,705 +19%
JP Morgan Chase
5
JP Morgan Chase
New York
$182M +$22.3M +443,073 +14%
State Street
6
State Street
Massachusetts
$155M -$3.15M -62,610 -2%
Invesco
7
Invesco
Georgia
$153M +$18.9M +375,532 +14%
American Century Companies
8
American Century Companies
Missouri
$153M +$26.9M +534,536 +21%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$123M -$9.39M -186,898 -7%
Ameriprise
10
Ameriprise
Minnesota
$116M -$515K -10,256 -0.4%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$108M +$41M +816,552 +61%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$87.6M -$47.6M -946,875 -35%
Norges Bank
13
Norges Bank
Norway
$86.3M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$81.8M -$2.81M -55,950 -3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$81.3M – – –
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$77.5M +$63.7M +1,268,663 +425%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$74.4M +$1.07M +21,308 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$74.3M +$1.4M +27,805 +2%
TCM
19
TimesSquare Capital Management
New York
$62.7M +$5.96M +118,660 +11%
Millennium Management
20
Millennium Management
New York
$55.3M +$1.22M +24,223 +2%
Wells Fargo
21
Wells Fargo
California
$54.2M -$5.16M -102,615 -9%
Principal Financial Group
22
Principal Financial Group
Iowa
$52.9M -$595K -11,842 -1%
RSCM
23
Rock Springs Capital Management
Maryland
$51.6M +$632K +12,570 +1%
Northern Trust
24
Northern Trust
Illinois
$50.7M -$15.9M -316,495 -24%
N
25
Nuveen
North Carolina
$50.5M +$2.32M +46,090 +5%
1
2 3 4 5

EHC Hedge Fund Activity: Q3 2019 in Review

360 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2019, worth a combined $5.62B — down 0.74% from $5.66B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EHC and 28 opened new positions — a net loss of 33 holders — while 155 trimmed existing stakes and 114 added.

The largest buyer was Wellington Management Group, adding an estimated $194M. The largest seller was APG Asset Management, cutting an estimated $71.6M.

  • 360 institutional investors held Encompass Health (EHC) as of Q3 2019, down from 395 in Q2 2019.
  • Funds reported $5.62B of Encompass Health stock for Q3 2019, down 0.74% quarter-over-quarter.
  • 28 funds opened new Encompass Health positions in Q3 2019 and 61 closed out, a net change of -33 holders.
  • The largest Encompass Health buyer in Q3 2019 was Wellington Management Group, an estimated $194M added.
  • The largest Encompass Health seller in Q3 2019 was APG Asset Management, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.