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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
TF
451
Tompkins Financial
New York
$46.2K +$49.1K +500 New
OC
452
Oakworth Capital
Alabama
$42.6K
LSA
453
Leonteq Securities AG
Switzerland
$42K -$38.5K -392 -46%
CIAS
454
CBIZ Investment Advisory Services
Ohio
$42K +$12.5K +127 +39%
AWM
455
Avior Wealth Management
Nebraska
$40.9K +$2.36K +24 +6%
T
456
Transce3nd
Texas
$40.4K +$43K +438 New
UB
457
UMB Bank
Missouri
$38K +$9.33K +95 +30%
WT
458
Whittier Trust
California
$37.4K
QCG
459
Quadrant Capital Group
Ohio
$35.6K -$2.94K -30 -7%
VCM
460
Versant Capital Management
Arizona
$32.7K +$9.62K +98 +38%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$31.2K +$19.5K +199 +143%
GWM
462
Geneos Wealth Management
Colorado
$29.6K +$1.18K +12 +4%
CT
463
Colonial Trust
South Carolina
$29.5K +$31.3K +319 New
CA
464
Centerpoint Advisors
Massachusetts
$28K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$27.1K +$13.5K +137 +88%
SFCL
466
Strengthening Families & Communities LLC
Massachusetts
$27K
RA
467
Rise Advisors
New York
$26.3K +$98 +1 +0.4%
WA
468
WPG Advisers
Maryland
$25.4K +$27K +275 New
RWS
469
Retirement Wealth Solutions
Wisconsin
$24.2K +$26.1K +266 New
FFA
470
Farther Finance Advisors
California
$24.1K -$19K -194 -43%
CIBC Private Wealth Group
471
CIBC Private Wealth Group
Georgia
$23.5K -$52.4K -534 -68%
GRP
472
Global Retirement Partners
California
$23.4K +$13.8K +141 +126%
W
473
WealthCollab
Washington
$20K
MCM
474
MAI Capital Management
Ohio
$19.1K +$20.3K +207 New
WBWA
475
William B. Walkup & Associates
South Carolina
$19.1K

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.