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Encompass Health

347 hedge funds and large institutions have $4.45B invested in Encompass Health in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 269 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $3.59M

12% less funds holding

Funds holding: 395347 (-48)

15% less capital invested

Capital invested by funds: $5.21B → $4.45B (-$760M)

19.07% less ownership

Funds ownership: 117.56%98.5% (-19%)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

54% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 81

85% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 269

Holders
347
Holders Change
-48
Holders Change %
-12.15%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
37
Increased
41
Reduced
269
Closed
81
Calls
$18.7M
Puts
$3.59M
Net Calls
+$15.1M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$486M -$135M -2,691,759 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M -$117M -2,340,404 -20%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$349M -$127M -2,534,133 -25%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$195M +$216M +4,313,986 +84,422%
JP Morgan Chase
5
JP Morgan Chase
New York
$143M -$32.6M -652,592 -17%
BG
6
Baupost Group
Massachusetts
$133M -$37.9M -758,150 -20%
State Street
7
State Street
Massachusetts
$127M -$31.3M -625,872 -18%
JP
8
Jana Partners
New York
$119M -$47.9M -956,851 -27%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$116M +$45.7M +913,935 +55%
Invesco
10
Invesco
Georgia
$112M -$34.4M -687,107 -22%
Victory Capital Management
11
Victory Capital Management
Texas
$103M -$20.6M -411,082 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99.8M -$19M -378,981 -15%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$77M -$20.9M -416,803 -20%
Capital Research Global Investors
14
Capital Research Global Investors
California
$71.6M +$4.79M +95,724 +6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$70.1M -$14.3M -284,884 -16%
Brown Advisory
16
Brown Advisory
Maryland
$70M -$224K -4,471 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$61.5M -$22.7M -453,173 -25%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$59.3M -$14.3M -285,456 -18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$58.3M -$15.5M -309,656 -19%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$52.7M -$356K -7,119 -0.6%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$51.7M +$57.2M +1,142,877 New
TCM
22
TimesSquare Capital Management
New York
$51M +$1.31M +26,139 +2%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$49.7M -$17.7M -353,851 -24%
Citadel Advisors
24
Citadel Advisors
Florida
$45.9M +$50.5M +1,008,964 +16,459%
MF
25
Magnetar Financial
Illinois
$44.5M +$46.8M +936,143 +1,930%

EHC Hedge Fund Activity: Q3 2022 in Review

347 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q3 2022, worth a combined $4.45B — down 15% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of EHC and 37 opened new positions — a net loss of 44 holders — while 269 trimmed existing stakes and 41 added.

The largest buyer was William Blair Investment Management, adding an estimated $216M. The largest seller was BlackRock, cutting an estimated $135M.

  • 347 institutional investors held Encompass Health (EHC) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $4.45B of Encompass Health stock for Q3 2022, down 15% quarter-over-quarter.
  • 37 funds opened new Encompass Health positions in Q3 2022 and 81 closed out, a net change of -44 holders.
  • The largest Encompass Health buyer in Q3 2022 was William Blair Investment Management, an estimated $216M added.
  • The largest Encompass Health seller in Q3 2022 was BlackRock, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2022.