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Encompass Health
EHC

Overview Fund Activity

480 hedge funds and large institutions have $9.13B invested in Encompass Health in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 195 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
49
Increased
171
Reduced
195
Closed
41
Calls
$15.9M
Puts
$4.85M
Net Calls
+$11.1M
Net Calls Change
+$6.32M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$189M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$107M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$84M
4
Goldman Sachs
4
Goldman Sachs
New York
$127M
5
Amundi
5
Amundi
France
$30.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$504M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74.9M
3
8KM
3
8 Knots Management
Texas
$31.7M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$319M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
401
C.M. Bidwell & Associates
Hawaii
$41.7K -$8.02K -83 -16%
SAM
402
Smartleaf Asset Management
Massachusetts
$41.3K +$10.4K +108 +34%
AWM
403
Avior Wealth Management
Nebraska
$40.4K +$40.4K +418 New
QCG
404
Quadrant Capital Group
Ohio
$40.2K +$8.7K +90 +28%
WT
405
Whittier Trust
California
$39.1K – – –
VSQM
406
V-Square Quantitative Management
Illinois
$39K +$13.5K +140 +53%
CIAS
407
CBIZ Investment Advisory Services
Ohio
$31.8K +$2.03K +21 +7%
UB
408
UMB Bank
Missouri
$30.6K +$24.4K +252 +388%
GWM
409
Geneos Wealth Management
Colorado
$29.8K +$29.8K +308 New
CA
410
Centerpoint Advisors
Massachusetts
$29K – – –
SFCL
411
Strengthening Families & Communities LLC
Massachusetts
$28.7K +$97 +1 +0.3%
RA
412
Rise Advisors
New York
$27.4K – – –
VCM
413
Versant Capital Management
Arizona
$24.7K +$387 +4 +2%
W
414
WealthCollab
Washington
$21K – – –
WBWA
415
William B. Walkup & Associates
South Carolina
$20K – – –
BCWM
416
Bartlett & Co Wealth Management
Ohio
$19.7K – – –
NFSG
417
Newbridge Financial Services Group
Florida
$19.3K – – –
Baird Financial Group
418
Baird Financial Group
Wisconsin
$19.3K +$19.3K +200 New
POIA
419
Pin Oak Investment Advisors
Texas
$19K – – –
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$15.1K -$1.64K -17 -10%
DIP
421
DT Investment Partners
Pennsylvania
$14.3K +$14.3K +148 New
EBA
422
Eagle Bay Advisors
New York
$13.5K +$3.77K +39 +39%
MHR
423
Matthew Hamilton Rosenberg
$13.5K +$9.66K +100 +250%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$13.4K – – –
PFBT
425
Parkside Financial Bank & Trust
Missouri
$12.6K +$8.41K +87 +202%
15 16
17
18 19