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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
POIA
476
Pin Oak Investment Advisors
Texas
$19K
BCWM
477
Bartlett & Co Wealth Management
Ohio
$18.8K
DB
478
Danske Bank
Denmark
$18.5K -$88.4K -900 -82%
NFSG
479
Newbridge Financial Services Group
Florida
$18.5K
VWM
480
Venturi Wealth Management
Texas
$16.7K +$8.35K +85 +89%
GM
481
GeoWealth Management
Illinois
$15.6K +$7.17K +73 +76%
EBA
482
Eagle Bay Advisors
New York
$15K +$2.16K +22 +16%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$15K +$3.14K +32 +25%
DIP
484
DT Investment Partners
Pennsylvania
$13.7K
TWD
485
True Wealth Design
Ohio
$13.7K +$6.28K +64 +76%
PTC
486
Private Trust Company
Ohio
$13.3K +$14.1K +144 New
MHR
487
Matthew Hamilton Rosenberg
$12.9K
HWM
488
Hemington Wealth Management
Virginia
$10K +$2.55K +26 +29%
Jones Financial Companies
489
Jones Financial Companies
Missouri
$9.42K +$6.68K +68 +200%
HCM
490
Hollencrest Capital Management
California
$9.23K +$9.82K +100 New
WA
491
Whipplewood Advisors
Colorado
$9.14K +$9.72K +99 New
LC
492
Lindbrook Capital
California
$7.48K +$196 +2 +3%
WIM
493
Westside Investment Management
California
$7.11K
WSFS
494
Wilmington Savings Fund Society
Delaware
$6.93K
JWA
495
JFS Wealth Advisors
Pennsylvania
$6.83K +$393 +4 +6%
AssetMark Inc
496
AssetMark Inc
California
$6.56K +$3.54K +36 +103%
GSWM
497
Golden State Wealth Management
California
$6.56K +$6.97K +71 New
CAM
498
Creekmur Asset Management
Illinois
$6.19K
DAM
499
Delta Asset Management
Tennessee
$6.09K -$3.24K -33 -33%
CA
500
CoreCap Advisors
Michigan
$6.09K -$196 -2 -3%

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.