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Encompass Health

404 hedge funds and large institutions have $7.62B invested in Encompass Health in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 120 increasing their positions, 151 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $14.4M

64% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 42

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more capital invested

Capital invested by funds: $5.99B → $7.62B (+$1.62B)

6% more funds holding

Funds holding: 380404 (+24)

0.17% less ownership

Funds ownership: 116.82%116.65% (-0.17%)

21% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 151

Holders
404
Holders Change
+24
Holders Change %
+6.32%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
69
Increased
120
Reduced
151
Closed
42
Calls
$29.9M
Puts
$14.4M
Net Calls
+$15.5M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$884M -$7.88M -134,019 -1%
BlackRock
2
BlackRock
New York
$880M +$2.37M +40,315 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$744M +$3.23M +54,861 +0.5%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$386M -$640K -10,880 -0.2%
JP Morgan Chase
5
JP Morgan Chase
New York
$255M +$17.2M +292,008 +8%
Viking Global Investors
6
Viking Global Investors
Connecticut
$219M -$49.7M -845,648 -20%
JP
7
Jana Partners
New York
$214M +$63M +1,070,462 +49%
American Century Companies
8
American Century Companies
Missouri
$199M +$26.4M +448,007 +17%
State Street
9
State Street
Massachusetts
$194M +$3.11M +52,836 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$175M -$5.02M -85,368 -3%
Ameriprise
11
Ameriprise
Minnesota
$138M +$19M +322,322 +18%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$121M -$18.9M -320,703 -15%
TCM
13
TimesSquare Capital Management
New York
$121M -$9.15M -155,491 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$120M -$9.56M -162,558 -8%
Invesco
15
Invesco
Georgia
$111M -$19.9M -338,630 -17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$94.1M +$4.74M +80,613 +6%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$91.6M +$6.57M +111,597 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$83.4M +$129K +2,185 +0.2%
Brown Advisory
19
Brown Advisory
Maryland
$75.6M +$1.91M +32,462 +3%
Norges Bank
20
Norges Bank
Norway
$73.6M +$1.28M +21,835 +2%
Northern Trust
21
Northern Trust
Illinois
$68.9M -$178K -3,033 -0.3%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$68M -$11.7M -198,401 -16%
WCM
23
Wedge Capital Management
North Carolina
$67.2M -$1.08M -18,381 -2%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$63.3M +$11.1M +188,796 +24%
RP
25
Reinhart Partners
Wisconsin
$58.8M -$1.14M -19,458 -2%

EHC Hedge Fund Activity: Q4 2020 in Review

404 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2020, worth a combined $7.62B — up 27% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new EHC positions and 42 closed out — a net gain of 27 holders — while 120 added to existing stakes and 151 trimmed.

The largest buyer was Jana Partners, adding an estimated $63M. The largest seller was Viking Global Investors, cutting an estimated $49.7M.

  • 404 institutional investors held Encompass Health (EHC) as of Q4 2020, up from 380 in Q3 2020.
  • Funds reported $7.62B of Encompass Health stock for Q4 2020, up 27% quarter-over-quarter.
  • 69 funds opened new Encompass Health positions in Q4 2020 and 42 closed out, a net change of +27 holders.
  • The largest Encompass Health buyer in Q4 2020 was Jana Partners, an estimated $63M added.
  • The largest Encompass Health seller in Q4 2020 was Viking Global Investors, an estimated $49.7M sold.

Based on aggregated 13F filings for Q4 2020.