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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
FC
276
FORA Capital
Florida
$1.1M +$1.16M +11,864 New
X
277
Xponance
Pennsylvania
$1.05M +$63.9K +651 +6%
Federated Hermes
278
Federated Hermes
Pennsylvania
$1.05M +$134K +1,367 +14%
PAM
279
Paradigm Asset Management
New York
$1.03M +$1.1M +11,200 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$1.02M -$295 -3 -0%
NYLIM
281
New York Life Investment Management
New York
$1.02M -$87.3K -889 -7%
LFAS
282
Level Four Advisory Services
Texas
$997K +$177K +1,806 +20%
BA
283
Bridgewater Associates
Connecticut
$995K -$526K -5,362 -33%
AC
284
AXQ Capital
New Jersey
$985K +$1.05M +10,671 New
TRCT
285
Tower Research Capital (TRC)
New York
$979K +$606K +6,169 +139%
SAM
286
Shell Asset Management
Netherlands
$938K -$1.08K -11 -0.1%
PHK
287
Point72 Hong Kong
Hong Kong
$915K +$973K +9,910 New
AAS
288
Avantax Advisory Services
Texas
$908K -$1.38K -14 -0.1%
Deutsche Bank
289
Deutsche Bank
Germany
$906K +$86.7K +883 +10%
WG
290
Winton Group
United Kingdom
$898K -$472K -4,804 -33%
KeyBank National Association
291
KeyBank National Association
Ohio
$894K -$2.94K -30 -0.3%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$887K -$83.3K -848 -8%
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$876K +$70.3K +716 +8%
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$840K
AI
295
Atria Investments
North Carolina
$832K -$8.05K -82 -0.9%
HW
296
Hancock Whitney
Mississippi
$828K +$85.9K +875 +11%
FLA
297
Financial Life Advisors
Texas
$805K +$1.47K +15 +0.2%
Truist Financial
298
Truist Financial
North Carolina
$802K +$86.8K +884 +11%
SF
299
Synovus Financial
Georgia
$786K -$740K -7,542 -47%
SCA
300
Snowden Capital Advisors
New York
$767K +$49.1K +500 +6%

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.