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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
Baird Financial Group
401
Baird Financial Group
Wisconsin
$230K +$225K +2,294 +1,147%
TPCW
402
TD Private Client Wealth
New York
$229K -$476K -4,851 -66%
MYAM
403
Meiji Yasuda Asset Management
Japan
$229K
AIS
404
Accredited Investor Services
Minnesota
$228K +$243K +2,471 New
DWM
405
Drive Wealth Management
Utah
$227K +$1.18K +12 +0.5%
GC
406
Gibson Capital
Pennsylvania
$227K
PA
407
Profund Advisors
Maryland
$225K -$26.4K -269 -10%
WA
408
Waverly Advisors
Alabama
$219K +$2.46K +25 +1%
CT
409
Chicago Trust
Illinois
$216K +$5.01K +51 +2%
Rafferty Asset Management
410
Rafferty Asset Management
New York
$213K -$1.77K -18 -0.8%
SF
411
Summit Financial
New Jersey
$212K +$226K +2,301 New
TI
412
Tidal Investments
Wisconsin
$212K -$119K -1,208 -34%
MIM
413
Morningstar Investment Management
Illinois
$211K
CM
414
Crestline Management
Texas
$211K +$224K +2,284 New
SC
415
Savant Capital
Illinois
$210K -$11.2K -114 -5%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$210K -$22K -224 -9%
PCH
417
Polar Capital Holdings
United Kingdom
$209K -$132K -1,341 -37%
FPW
418
Fairvoy Private Wealth
Alabama
$208K +$221K +2,255 New
PS
419
Principal Securities
Iowa
$204K +$27.2K +277 +14%
GI
420
GAMMA Investing
California
$180K +$34.6K +352 +22%
HWA
421
Heritage Wealth Advisors
Virginia
$177K
PA
422
Parallel Advisors
California
$171K +$14.1K +144 +8%
HWA
423
HHM Wealth Advisors
Tennessee
$148K +$295 +3 +0.2%
CF
424
Centaurus Financial
California
$148K +$47.6K +485 +43%
LI
425
LRI Investments
Florida
$143K

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.