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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
MA
376
Montag & Associates
Georgia
$325K
DWA
377
Douglass Winthrop Advisors
New York
$305K
CIC
378
Cornercap Investment Counsel
Georgia
$304K
EWA
379
EP Wealth Advisors
California
$301K +$6.38K +65 +2%
RS
380
R Squared
Hong Kong
$297K +$316K +3,220 New
CPBTD
381
Central Pacific Bank - Trust Division
Hawaii
$295K +$41K +418 +15%
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$287K +$15.1K +154 +5%
FTWA
383
Fifth Third Wealth Advisors
Ohio
$285K
JAM
384
Jupiter Asset Management
United Kingdom
$283K +$301K +3,066 New
SG Americas Securities
385
SG Americas Securities
New York
$277K -$709K -7,220 -71%
RFC
386
Regions Financial Corp
Alabama
$266K -$3.83K -39 -1%
AWM
387
Apollon Wealth Management
South Carolina
$264K +$19K +194 +7%
SIG
388
Stonegate Investment Group
Alabama
$261K +$5.11K +52 +2%
MYIA
389
Mount Yale Investment Advisors
Colorado
$261K +$5.6K +57 +2%
SCM
390
Stevens Capital Management
Pennsylvania
$257K +$274K +2,786 New
OAM
391
Oxford Asset Management
United Kingdom
$254K +$270K +2,745 New
ECM
392
Everence Capital Management
Indiana
$253K +$269K +2,740 New
FCBT
393
First Citizens Bank & Trust
North Carolina
$248K +$32.6K +332 +14%
CA
394
CapWealth Advisors
Tennessee
$247K
IA
395
IFP Advisors
Florida
$245K +$4.42K +45 +2%
Walleye Capital
396
Walleye Capital
New York
$243K +$65K +662 +34%
PCA
397
Pallas Capital Advisors
Massachusetts
$237K +$252K +2,566 New
SFA
398
Sequoia Financial Advisors
Ohio
$236K +$44.3K +451 +21%
SI
399
Stephens Inc
Arkansas
$231K -$60.6K -617 -20%
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$231K +$2.26K +23 +0.9%

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.