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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
NA
301
NewEdge Advisors
Louisiana
$758K +$40.5K +412 +5%
ETC
302
Exchange Traded Concepts
Oklahoma
$754K +$8.74K +89 +1%
WGCA
303
Wolf Group Capital Advisors
Virginia
$741K
CGH
304
Crossmark Global Holdings
Texas
$731K -$3.63K -37 -0.5%
CB
305
Commerce Bank
Missouri
$724K
WLG
306
Williamson Legacy Group
Indiana
$705K +$46.1K +470 +7%
SAM
307
Securian Asset Management
Minnesota
$703K -$20.4K -208 -3%
PMA
308
Prudent Man Advisors
Illinois
$701K -$101K -1,024 -12%
BCM
309
Bayesian Capital Management
New York
$690K +$734K +7,475 New
VanEck Associates
310
VanEck Associates
New York
$685K -$33.2K -338 -4%
SAMT
311
Select Asset Management & Trust
Pennsylvania
$682K
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$681K -$54.6K -556 -7%
DFCM
313
Dark Forest Capital Management
Puerto Rico
$675K +$99.1K +1,009 +16%
QCM
314
Qsemble Capital Management
New York
$653K +$694K +7,066 New
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$652K +$289K +2,941 +71%
Focus Partners Wealth
316
Focus Partners Wealth
Massachusetts
$649K +$690K +7,031 New
AA
317
AlphaCentric Advisors
Puerto Rico
$635K +$675K +6,877 New
PAS
318
Park Avenue Securities
New York
$622K +$204K +2,082 +45%
BEI
319
Benjamin Edwards Inc
Missouri
$605K +$24.3K +247 +4%
Canada Pension Plan Investment Board
320
Canada Pension Plan Investment Board
Ontario, Canada
$600K -$62.5K -637 -9%
LWAM
321
Legacy Wealth Asset Management
Minnesota
$597K -$21.2K -216 -3%
PA
322
PharVision Advisers
Florida
$572K +$608K +6,192 New
TA
323
Tectonic Advisors
Texas
$568K -$18.1K -184 -3%
SI
324
Sapience Investments
California
$563K -$185K -1,885 -24%
XT
325
XTX Topco
Cayman Islands
$555K -$1.29M -13,187 -69%

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.