We are live on ! Find out more
EHC icon

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
BTI
426
Blue Trust Inc
Georgia
$136K +$131K +1,332 +945%
HFM
427
Harvest Fund Management
China
$131K
US Bancorp
428
US Bancorp
Minnesota
$127K +$11.9K +121 +10%
ACM
429
Aster Capital Management
United Arab Emirates
$122K +$130K +1,323 New
FHA
430
First Horizon Advisors
Tennessee
$113K -$196 -2 -0.2%
ACA
431
Atlas Capital Advisors
Wyoming
$108K -$5.01K -51 -4%
C
432
Covestor
United Kingdom
$99K -$7.07K -72 -6%
CFGS
433
Concourse Financial Group Securities
Alabama
$91.8K +$1.38K +14 +1%
BTD
434
BankPlus Trust Department
Mississippi
$86.4K +$91.9K +936 New
AAP
435
Arax Advisory Partners
Colorado
$85K -$1.47K -15 -2%
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.9K +$71.1K +724 New
CMBA
437
C.M. Bidwell & Associates
Hawaii
$69.3K +$31.2K +318 +74%
S
438
SignatureFD
Georgia
$65K +$12.3K +125 +22%
MAM
439
Morse Asset Management
Connecticut
$64.6K
PPA
440
Painted Porch Advisors
California
$61K +$21.2K +216 +49%
CWC
441
Carolinas Wealth Consulting
North Carolina
$57.9K +$589 +6 +1%
MIA
442
MeadowBrook Investment Advisors
Michigan
$56.4K
CIAM
443
Caitong International Asset Management
Hong Kong
$55.9K +$59.4K +605 New
VSQM
444
V-Square Quantitative Management
Illinois
$53.7K +$17.4K +177 +44%
WAM
445
Wolverine Asset Management
Illinois
$52.8K +$56.2K +572 New
Simplex Trading
446
Simplex Trading
Illinois
$52K +$55.9K +569 New
Nomura Asset Management
447
Nomura Asset Management
Japan
$50.8K
AT
448
Arlington Trust
Alabama
$50.4K
AF
449
Allworth Financial
California
$48.2K -$1.77K -18 -3%
SAM
450
Smartleaf Asset Management
Massachusetts
$47.9K +$8.64K +88 +20%

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.