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Encompass Health

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: 67 (+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: 384380 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$702M +$73M +1,422,369 +12%
BlackRock
2
BlackRock
New York
$689M -$17.8M -347,553 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$582M -$47.5M -926,513 -8%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$304M +$7.22M +140,705 +2%
Viking Global Investors
5
Viking Global Investors
Connecticut
$215M +$41.2M +802,488 +24%
JP Morgan Chase
6
JP Morgan Chase
New York
$179M +$3.76M +73,207 +2%
State Street
7
State Street
Massachusetts
$150M -$8.4M -163,674 -5%
Victory Capital Management
8
Victory Capital Management
Texas
$142M -$6.1M -118,781 -4%
American Century Companies
9
American Century Companies
Missouri
$133M -$5.15M -100,346 -4%
JP
10
Jana Partners
New York
$113M +$112M +2,189,082 New
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$112M -$6.6M -128,541 -6%
Invesco
12
Invesco
Georgia
$105M -$12.6M -245,750 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$103M -$16.8M -327,896 -14%
TCM
14
TimesSquare Capital Management
New York
$103M +$13.6M +265,566 +15%
Ameriprise
15
Ameriprise
Minnesota
$91.9M -$15.7M -305,887 -15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$69.7M -$2.99M -58,232 -4%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$66.7M +$86.2K +1,680 +0.1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$65.4M -$1.18M -23,016 -2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$63.7M +$11.4M +221,687 +22%
Brown Advisory
20
Brown Advisory
Maryland
$57.7M +$6.8M +132,441 +13%
Norges Bank
21
Norges Bank
Norway
$56.7M -$22.2M -432,059 -28%
Citadel Advisors
22
Citadel Advisors
Florida
$55.5M +$42.6M +829,810 +341%
Northern Trust
23
Northern Trust
Illinois
$54.3M -$1.58M -30,852 -3%
WCM
24
Wedge Capital Management
North Carolina
$53.8M +$10.2M +197,848 +23%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.7M -$217K -4,221 -0.4%

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.