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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

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

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
Victory Capital Management
26
Victory Capital Management
Texas
$61.6M -$2.98M -45,950 -5%
Northern Trust
27
Northern Trust
Illinois
$60.4M +$6.22M +96,048 +12%
Holocene Advisors
28
Holocene Advisors
New York
$54.8M +$12.2M +188,175 +30%
Capital Research Global Investors
29
Capital Research Global Investors
California
$52.6M – – –
RP
30
Reinhart Partners
Wisconsin
$48.9M -$930K -14,357 -2%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$47.2M -$7.84M -120,978 -15%
Charles Schwab
32
Charles Schwab
California
$42.2M +$803K +12,396 +2%
VLKIM
33
Van Lanschot Kempen Investment Management
Netherlands
$40.9M -$7.39M -114,024 -16%
Goldman Sachs
34
Goldman Sachs
New York
$38.6M +$29.7M +457,796 +380%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$38.6M +$25.4M +391,509 +210%
Citadel Advisors
36
Citadel Advisors
Florida
$38.5M -$83.7M -1,292,946 -69%
N
37
Nuveen
North Carolina
$37.4M +$68.1K +1,051 +0.2%
LI
38
Leeward Investments
Massachusetts
$36.9M -$576K -8,893 -2%
Ameriprise
39
Ameriprise
Minnesota
$35.9M +$1.17M +18,059 +3%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$34.4M +$20.6M +317,730 +160%
Millennium Management
41
Millennium Management
New York
$33.2M -$18.4M -284,849 -36%
Principal Financial Group
42
Principal Financial Group
Iowa
$32.7M -$1.8M -27,843 -5%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$32M +$1.27M +19,551 +4%
SFM
44
Systematic Financial Management
New Jersey
$30.5M -$341K -5,261 -1%
PIM
45
Paradice Investment Management
Colorado
$28.5M -$24.1M -372,186 -47%
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$27.3M -$349K -5,386 -1%
First Trust Advisors
47
First Trust Advisors
Illinois
$27M -$3.25M -50,212 -11%
AP
48
Arlington Partners
Alabama
$26.5M +$25.7M +396,889 New
Prudential Financial
49
Prudential Financial
New Jersey
$25M -$8.03M -123,925 -25%
American Century Companies
50
American Century Companies
Missouri
$23.7M +$22.2M +342,330 +2,766%
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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.