Encompass Health
390 hedge funds and large institutions have $5.07B invested in Encompass Health in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 133 reducing their positions, and 33 closing their positions.
2,168% more call options, than puts
Call options by funds: $68.8M | Put options by funds: $3.04M
70% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 33
4% more funds holding
Funds holding: 374 → 390 (+16)
10% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 133
0.39% less ownership
Funds ownership: 94.81% → 94.42% (-0.39%)
10% less capital invested
Capital invested by funds: $5.66B → $5.07B (-$584M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$51.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.3M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$14.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$14.1M |
| 5 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$87.9M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$42.2M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$40.4M |
| 4 |
JCM
Junto Capital Management
New York
|
-$39.3M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$23.5M |
EHC Hedge Fund Activity: Q1 2023 in Review
390 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q1 2023, worth a combined $5.07B — down 10% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new EHC positions and 33 closed out — a net gain of 23 holders — while 146 added to existing stakes and 133 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $51.5M. The largest seller was BlackRock, cutting an estimated $87.9M.
- 390 institutional investors held Encompass Health (EHC) as of Q1 2023, up from 374 in Q4 2022.
- Funds reported $5.07B of Encompass Health stock for Q1 2023, down 10% quarter-over-quarter.
- 56 funds opened new Encompass Health positions in Q1 2023 and 33 closed out, a net change of +23 holders.
- The largest Encompass Health buyer in Q1 2023 was William Blair Investment Management, an estimated $51.5M added.
- The largest Encompass Health seller in Q1 2023 was BlackRock, an estimated $87.9M sold.
Based on aggregated 13F filings for Q1 2023.