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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
BlackRock
1
BlackRock
New York
$788M -$15.2M -242,149 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$703M +$4.03M +64,073 +0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$614M +$35.6M +566,514 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$234M -$5.08M -80,659 -2%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$232M -$68M -1,081,237 -22%
State Street
6
State Street
Massachusetts
$194M -$1.14M -18,146 -0.6%
JP
7
Jana Partners
New York
$150M -$2.15M -34,184 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$127M +$465K +7,389 +0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$112M -$405K -6,432 -0.3%
TCM
10
TimesSquare Capital Management
New York
$106M +$904K +14,361 +0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$91.5M +$2.31M +36,635 +2%
Invesco
12
Invesco
Georgia
$91.5M +$2.96M +47,081 +3%
Macquarie Group
13
Macquarie Group
Australia
$88.7M +$11.9M +189,587 +15%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$87M -$12M -190,708 -12%
Ameriprise
15
Ameriprise
Minnesota
$84.4M -$4.63M -73,549 -5%
Brown Advisory
16
Brown Advisory
Maryland
$82.3M +$7.33M +116,441 +9%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$79M +$6.17M +98,103 +8%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$78.4M +$2.47M +39,307 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$76.2M +$353K +5,614 +0.4%
Norges Bank
20
Norges Bank
Norway
$68.5M -$2.67M -42,461 -4%
Morgan Stanley
21
Morgan Stanley
New York
$67.9M +$18.6M +295,766 +35%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$67.6M +$4.96M +78,846 +8%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$65.5M -$403K -6,411 -0.6%
Northern Trust
24
Northern Trust
Illinois
$64.3M -$2.2M -35,036 -3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$59.5M +$21.7M +344,791 +53%

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.