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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
TPI
351
Trust Point Inc
Wisconsin
$399K +$109K +1,109 +34%
KBC Group
352
KBC Group
Belgium
$397K +$151K +1,537 +56%
OL
353
one8zero8 LLC
North Carolina
$394K +$419K +4,265 New
Mariner
354
Mariner
Kansas
$393K +$82.3K +838 +25%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$391K -$982 -10 -0.2%
WLPWM
356
Walled Lake Planning & Wealth Management
Illinois
$387K
CMF
357
Counterpoint Mutual Funds
California
$387K +$143K +1,458 +53%
AAS
358
Ameritas Advisory Services
Nebraska
$380K +$404K +4,113 New
IFS
359
Ifrah Financial Services
Arkansas
$379K -$6.19K -63 -2%
MWM
360
Meridian Wealth Management
Kentucky
$379K
PTC
361
Petrus Trust Company
Texas
$376K +$169K +1,723 +73%
MFG
362
Merit Financial Group
Georgia
$374K +$398K +4,054 New
GJWM
363
Gilliland Jeter Wealth Management
Arkansas
$373K +$98 +1 +0%
M&T Bank
364
M&T Bank
New York
$370K +$9.03K +92 +2%
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$365K +$146K +1,482 +60%
TC
366
TownSquare Capital
Utah
$364K -$24.1K -245 -6%
QL
367
Quarry LP
New York
$364K +$310K +3,154 +402%
VIA
368
Virtus Investment Advisers
Connecticut
$360K
SOW
369
State of Wyoming
Wyoming
$359K +$246K +2,504 +182%
MMA
370
Miracle Mile Advisors
California
$354K +$11K +112 +3%
TC
371
Taika Capital
Florida
$351K +$373K +3,798 New
SCM
372
Shelton Capital Management
Colorado
$351K -$22.5K -229 -6%
EWA
373
EverSource Wealth Advisors
Alabama
$349K +$7.07K +72 +2%
UFF
374
USA Financial Formulas
Michigan
$336K +$23.6K +240 +7%
VCA
375
Verdence Capital Advisors
Maryland
$333K -$6.78K -69 -2%

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.