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Encompass Health

384 hedge funds and large institutions have $5.7B invested in Encompass Health in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $9.55M

24% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 45

2% more funds holding

Funds holding: 375384 (+9)

4% less capital invested

Capital invested by funds: $5.92B → $5.7B (-$221M)

1.61% less ownership

Funds ownership: 117.95%116.34% (-1.6%)

17% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 143

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
384
Holders Change
+9
Holders Change %
+2.4%
% of All Funds
7.87%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
56
Increased
119
Reduced
143
Closed
45
Calls
$22.3M
Puts
$9.55M
Net Calls
+$12.7M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$674M +$41.4M +767,314 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$600M -$20.5M -380,020 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$599M +$70.3M +1,303,015 +12%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$283M +$321K +5,948 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$173M +$2.89M +53,591 +2%
Viking Global Investors
6
Viking Global Investors
Connecticut
$166M +$83.5M +1,547,946 +85%
State Street
7
State Street
Massachusetts
$151M -$4.46M -82,595 -3%
Victory Capital Management
8
Victory Capital Management
Texas
$141M +$4.42M +81,936 +3%
American Century Companies
9
American Century Companies
Missouri
$132M +$1.93M +35,821 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$114M +$14M +259,499 +13%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$113M -$7.86M -145,588 -6%
Invesco
12
Invesco
Georgia
$112M -$21.1M -390,405 -15%
Ameriprise
13
Ameriprise
Minnesota
$103M -$11.4M -211,078 -9%
TCM
14
TimesSquare Capital Management
New York
$84.9M -$1.53M -28,370 -2%
HM
15
HealthCor Management
New York
$77.2M -$19M -351,193 -18%
Norges Bank
16
Norges Bank
Norway
$75.3M -$9.19M -170,259 -10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$69.3M +$1M +18,542 +1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$63.5M -$6.87M -127,231 -9%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$63.1M -$14.5M -269,272 -17%
Northern Trust
20
Northern Trust
Illinois
$53.3M +$1.62M +30,012 +3%
RSCM
21
Rock Springs Capital Management
Maryland
$51.6M +$1.19M +21,998 +2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$49.8M -$7.12M -131,868 -12%
Brown Advisory
23
Brown Advisory
Maryland
$48.5M +$30.1M +558,291 +131%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.6M -$1.1M -20,410 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$46.1M +$5.89M +109,152 +13%

EHC Hedge Fund Activity: Q2 2020 in Review

384 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q2 2020, worth a combined $5.7B — down 3.7% from $5.92B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EHC positions and 45 closed out — a net gain of 11 holders — while 119 added to existing stakes and 143 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $83.5M. The largest seller was Citadel Advisors, cutting an estimated $67.8M.

  • 384 institutional investors held Encompass Health (EHC) as of Q2 2020, up from 375 in Q1 2020.
  • Funds reported $5.7B of Encompass Health stock for Q2 2020, down 3.7% quarter-over-quarter.
  • 56 funds opened new Encompass Health positions in Q2 2020 and 45 closed out, a net change of +11 holders.
  • The largest Encompass Health buyer in Q2 2020 was Viking Global Investors, an estimated $83.5M added.
  • The largest Encompass Health seller in Q2 2020 was Citadel Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2020.