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Encompass Health

544 hedge funds and large institutions have $8.84B invested in Encompass Health in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

161% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.86M

28% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 163

13% more funds holding

Funds holding: 483544 (+61)

0.1% less ownership

Funds ownership: 95.14%95.04% (-0.1%)

4% less capital invested

Capital invested by funds: $9.24B → $8.84B (-$397M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
544
Holders Change
+61
Holders Change %
+12.63%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
98
Increased
208
Reduced
163
Closed
31
Calls
$10.1M
Puts
$3.86M
Net Calls
+$6.21M
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
251
Fred Alger Management
New York
$1.46M -$1.45M -14,804 -48%
PCM
252
Prelude Capital Management
New York
$1.46M +$1.55M +15,775 New
QCM
253
QRG Capital Management
Illinois
$1.44M -$8.15K -83 -0.5%
Osaic Holdings
254
Osaic Holdings
Arizona
$1.41M +$369K +3,755 +33%
LTAS
255
Linden Thomas Advisory Services
North Carolina
$1.4M -$16.4K -167 -1%
VOYA Investment Management
256
VOYA Investment Management
Georgia
$1.39M -$66.9K -681 -4%
HWMO
257
Heritage Wealth Management (Ohio)
Ohio
$1.39M -$5.89K -60 -0.4%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$654K +6,660 +82%
Pictet Asset Management
259
Pictet Asset Management
Switzerland
$1.35M +$142K +1,443 +11%
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$1.34M +$102K +1,036 +8%
AR
261
Advisory Research
Illinois
$1.33M +$7.66K +78 +0.5%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$1.32M +$141K +1,437 +11%
LAM
263
LECAP Asset Management
United Kingdom
$1.31M +$1.4M +14,233 New
SCM
264
Sterling Capital Management
North Carolina
$1.25M -$125K -1,271 -9%
Credit Agricole
265
Credit Agricole
France
$1.25M
Nomura Holdings
266
Nomura Holdings
Japan
$1.23M +$1.31M +13,368 New
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$1.23M +$195K +1,981 +17%
PCP
268
Perbak Capital Partners
United Kingdom
$1.22M +$384K +3,909 +42%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$1.17M -$17.2K -175 -1%
AFG
270
ABLE Financial Group
Arizona
$1.16M +$206K +2,100 +20%
VPIM
271
Vanguard Personalized Indexing Management
California
$1.15M +$81K +825 +7%
WSC
272
Wellington Shields & Co
New York
$1.14M
TCM
273
Teza Capital Management
Illinois
$1.13M +$1.2M +12,210 New
JCIA
274
Jackson Creek Investment Advisors
Colorado
$1.11M +$47.5K +484 +4%
Asset Management One
275
Asset Management One
Japan
$1.1M -$441K -4,489 -28%

EHC Hedge Fund Activity: Q4 2024 in Review

544 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2024, worth a combined $8.84B — down 4.3% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EHC positions and 31 closed out — a net gain of 67 holders — while 208 added to existing stakes and 163 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $163M. The largest seller was William Blair Investment Management, cutting an estimated $142M.

  • 544 institutional investors held Encompass Health (EHC) as of Q4 2024, up from 483 in Q3 2024.
  • Funds reported $8.84B of Encompass Health stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 98 funds opened new Encompass Health positions in Q4 2024 and 31 closed out, a net change of +67 holders.
  • The largest Encompass Health buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $163M added.
  • The largest Encompass Health seller in Q4 2024 was William Blair Investment Management, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2024.