Encompass Health
406 hedge funds and large institutions have $6.69B invested in Encompass Health in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 61 closing their positions.
113% more call options, than puts
Call options by funds: $58.9M | Put options by funds: $27.6M
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
15% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 127
12% more capital invested
Capital invested by funds: $5.97B → $6.69B (+$726M)
3.37% more ownership
Funds ownership: 115.72% → 119.08% (+3.4%)
2% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 61
1% less funds holding
Funds holding: 409 → 406 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Baupost Group
Boston,
Massachusetts
|
+$150M |
| 2 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$75.2M |
| 3 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$43.7M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$39.1M |
| 5 |
GCM
Glenview Capital Management
New York
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$110M |
| 2 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$50.4M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$37.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.4M |
| 5 |
EOJOAM
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
-$32.4M |
EHC Hedge Fund Activity: Q1 2022 in Review
406 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2022, worth a combined $6.69B — up 12% from $5.97B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new EHC positions and 61 closed out — a net gain of 1 holder — while 146 added to existing stakes and 127 trimmed.
The largest buyer was Baupost Group, adding an estimated $150M. The largest seller was Wellington Management Group, cutting an estimated $110M.
- 406 institutional investors held Encompass Health (EHC) as of Q1 2022, down from 409 in Q4 2021.
- Funds reported $6.69B of Encompass Health stock for Q1 2022, up 12% quarter-over-quarter.
- 62 funds opened new Encompass Health positions in Q1 2022 and 61 closed out, a net change of +1 holder.
- The largest Encompass Health buyer in Q1 2022 was Baupost Group, an estimated $150M added.
- The largest Encompass Health seller in Q1 2022 was Wellington Management Group, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2022.