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Encompass Health
EHC

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: 483 → 544 (+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: 9 → 6 (-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

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$163M
2
Jennison Associates
Jennison Associates
New York
+$55.4M
3
BlackRock
BlackRock
New York
+$52.3M
4
FCM
Farallon Capital Management
California
+$45M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$39.1M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$142M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$84M
4
Millennium Management
Millennium Management
New York
-$72.1M
5
JCM
Junto Capital Management
New York
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$82.1M +$12.6M +128,331 +17%
Raymond James Financial
27
Raymond James Financial
Florida
$77.9M +$82.9M +844,007 New
Ameriprise
28
Ameriprise
Minnesota
$74.3M +$644K +6,557 +0.8%
Franklin Resources
29
Franklin Resources
California
$72.6M +$8.49M +86,448 +12%
Capital Research Global Investors
30
Capital Research Global Investors
California
$72.1M -$679K -6,920 -0.9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$71.1M +$285K +2,904 +0.4%
Morgan Stanley
32
Morgan Stanley
New York
$69M +$1.86M +18,995 +3%
Zurich Cantonal Bank
33
Zurich Cantonal Bank
Switzerland
$68.7M +$6.91M +70,418 +10%
AQR Capital Management
34
AQR Capital Management
Connecticut
$63.6M +$39.1M +398,154 +137%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$61M +$37.4M +380,840 +136%
RP
36
Reinhart Partners
Wisconsin
$60.6M -$1.64M -16,720 -2%
Charles Schwab
37
Charles Schwab
California
$59.5M +$427K +4,345 +0.7%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$53.3M -$13.8M -140,431 -20%
Jennison Associates
39
Jennison Associates
New York
$52.1M +$55.4M +564,097 New
VLKIM
40
Van Lanschot Kempen Investment Management
Netherlands
$50.9M -$2.86M -29,177 -5%
Macquarie Group
41
Macquarie Group
Australia
$49.6M -$378K -3,853 -0.7%
N
42
Nuveen
North Carolina
$48.9M -$2.34M -23,866 -4%
Victory Capital Management
43
Victory Capital Management
Texas
$48.8M -$4.32M -43,958 -8%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$44.1M -$317K -3,232 -0.7%
Holocene Advisors
45
Holocene Advisors
New York
$43.1M -$1.48M -15,043 -3%
SFM
46
Systematic Financial Management
New Jersey
$42.9M +$295K +3,006 +0.7%
FCM
47
Farallon Capital Management
California
$42.6M +$45M +458,000 +15,267%
LI
48
Leeward Investments
Massachusetts
$41.6M -$5.55M -56,539 -11%
Citadel Advisors
49
Citadel Advisors
Florida
$40.1M -$33.5M -341,339 -44%
Bank of America
50
Bank of America
North Carolina
$39.7M -$9.57M -97,509 -19%
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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.