We are live on ! Find out more
EHC icon

Encompass Health
EHC

435 hedge funds and large institutions have $6.53B invested in Encompass Health in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $1.4M

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

5% more funds holding

Funds holding: 413 → 435 (+22)

4% more ownership

Funds ownership: 93.6% → 97.6% (+4%)

3% more capital invested

Capital invested by funds: $6.33B → $6.53B (+$202M)

7% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 156

Holders
435
Holders Change
+22
Holders Change %
+5.33%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
63
Increased
145
Reduced
156
Closed
35
Calls
$5.74M
Puts
$1.4M
Net Calls
+$4.34M
Net Calls Change
+$2.6M

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$90M
2
EIP
Epoch Investment Partners
New York
+$46M
3
Morgan Stanley
Morgan Stanley
New York
+$39.2M
4
Invesco
Invesco
Georgia
+$39.1M
5
Goldman Sachs
Goldman Sachs
New York
+$29.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$83.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$38.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$29.7M
4
SC
Samlyn Capital
New York
-$26.2M
5
PIM
Paradice Investment Management
Colorado
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
401
Raleigh Capital Management
North Carolina
$3K +$2.92K +45 New
TSW
402
Thompson Siegel & Walmsley
Virginia
$3K -$10.4K -160 -77%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$2.94K – – –
PWMG
404
Prestige Wealth Management Group
New Jersey
$2.81K – – –
LC
405
Lindbrook Capital
California
$2.8K -$259 -4 -9%
BFPW
406
BOK Financial Private Wealth
Colorado
$2.54K +$2.46K +38 New
ME
407
McIlrath & Eck
Washington
$2.47K – – –
AW
408
Avion Wealth
Texas
$2K – – –
DAC
409
Dividend Assets Capital
South Carolina
$2K – – –
TFA
410
Transamerica Financial Advisors
Florida
$2K +$1.23K +19 New
AF
411
Advisornet Financial
Minnesota
$1.87K -$65 -1 -3%
CA
412
Clearstead Advisors
Ohio
$1.74K +$1.68K +26 New
HNB
413
Huntington National Bank
Ohio
$1.67K -$17.6K -271 -92%
VCM
414
Versant Capital Management
Arizona
$1.53K – – –
Jones Financial Companies
415
Jones Financial Companies
Missouri
$1.53K +$1.49K +23 New
SIC
416
SJS Investment Consulting
Ohio
$1.47K -$130 -2 -8%
CPG
417
Cornerstone Planning Group
New Jersey
$1.4K – – –
PPC
418
Park Place Capital
Alabama
$1.27K – – –
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$1.2K +$1.17K +18 New
FGAM
420
Financial Gravity Asset Management
Texas
$1.09K +$453 +7 +100%
JWM
421
Janiczek Wealth Management
Colorado
$1.07K – – –
PFBT
422
Parkside Financial Bank & Trust
Missouri
$1K -$1.43K -22 -59%
CAL
423
Capital Advisors Ltd
Ohio
$1K – – –
VNA
424
Valley National Advisers
Pennsylvania
$1K +$648 +10 +77%
CHA
425
Carmichael Hill & Associates
Maryland
$935 – – –
15 16
17
18 19

EHC Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2023, worth a combined $6.53B — up 3.2% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EHC positions and 35 closed out — a net gain of 28 holders — while 145 added to existing stakes and 156 trimmed.

The largest buyer was TD Asset Management, adding an estimated $90M. The largest seller was Citadel Advisors, cutting an estimated $83.7M.

  • 435 institutional investors held Encompass Health (EHC) as of Q4 2023, up from 413 in Q3 2023.
  • Funds reported $6.53B of Encompass Health stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 63 funds opened new Encompass Health positions in Q4 2023 and 35 closed out, a net change of +28 holders.
  • The largest Encompass Health buyer in Q4 2023 was TD Asset Management, an estimated $90M added.
  • The largest Encompass Health seller in Q4 2023 was Citadel Advisors, an estimated $83.7M sold.

Based on aggregated 13F filings for Q4 2023.