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Encompass Health

409 hedge funds and large institutions have $5.9B invested in Encompass Health in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 129 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $111M | Put options by funds: $37.8M

31% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 129

0.53% more ownership

Funds ownership: 115.17%115.7% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 435409 (-26)

13% less capital invested

Capital invested by funds: $6.77B → $5.9B (-$875M)

24% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 84

Holders
409
Holders Change
-26
Holders Change %
-5.98%
% of All Funds
6.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
64
Increased
169
Reduced
129
Closed
84
Calls
$111M
Puts
$37.8M
Net Calls
+$72.8M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$695M +$9.41M +182,428 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$687M +$152M +2,945,516 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$614M +$3.41M +66,173 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$203M -$88.6K -1,718 -0%
JP
5
Jana Partners
New York
$189M +$57.9M +1,121,725 +45%
State Street
6
State Street
Massachusetts
$171M +$1.93M +37,453 +1%
Ameriprise
7
Ameriprise
Minnesota
$117M +$51.7M +1,001,191 +71%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$103M +$5.14M +99,618 +5%
Victory Capital Management
9
Victory Capital Management
Texas
$101M -$10.1M -194,993 -9%
Invesco
10
Invesco
Georgia
$90.7M +$11M +213,885 +14%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$83.9M +$8.18M +158,581 +11%
TCM
12
TimesSquare Capital Management
New York
$81.3M -$10.5M -203,816 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$80.2M +$607K +11,765 +0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$79M +$12.6M +244,696 +19%
Brown Advisory
15
Brown Advisory
Maryland
$75.3M +$3.64M +70,513 +5%
Macquarie Group
16
Macquarie Group
Australia
$73.9M -$3.26M -63,236 -4%
CCA
17
Canyon Capital Advisors
Texas
$68.6M +$27.1M +525,127 +66%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$67M -$1.29M -24,963 -2%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$66M +$18.3M +353,897 +39%
Norges Bank
20
Norges Bank
Norway
$61.8M +$2.23M +43,309 +4%
RP
21
Reinhart Partners
Wisconsin
$59.9M +$20.3M +394,033 +52%
Morgan Stanley
22
Morgan Stanley
New York
$59.3M +$258K +4,995 +0.4%
Northern Trust
23
Northern Trust
Illinois
$56.1M +$186K +3,602 +0.3%
DLPIC
24
Davide Leone & Partners Investment Company
United Kingdom
$55.9M +$7.82M +151,652 +16%
CCM
25
Copeland Capital Management
Pennsylvania
$54.2M +$2.97M +57,628 +6%

EHC Hedge Fund Activity: Q4 2021 in Review

409 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2021, worth a combined $5.9B — down 13% from $6.77B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EHC and 64 opened new positions — a net loss of 20 holders — while 129 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $152M. The largest seller was William Blair Investment Management, cutting an estimated $200M.

  • 409 institutional investors held Encompass Health (EHC) as of Q4 2021, down from 435 in Q3 2021.
  • Funds reported $5.9B of Encompass Health stock for Q4 2021, down 13% quarter-over-quarter.
  • 64 funds opened new Encompass Health positions in Q4 2021 and 84 closed out, a net change of -20 holders.
  • The largest Encompass Health buyer in Q4 2021 was Wellington Management Group, an estimated $152M added.
  • The largest Encompass Health seller in Q4 2021 was William Blair Investment Management, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2021.