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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
AAG
501
Armstrong Advisory Group
Massachusetts
$6K
Q1WB
502
Quest 10 Wealth Builders
Virginia
$4.8K +$5.11K +52 New
HT
503
Headlands Technologies
Illinois
$4.71K +$5.01K +51 New
PWMG
504
Private Wealth Management Group
New Jersey
$4.53K
Mitsubishi UFJ Asset Management
505
Mitsubishi UFJ Asset Management
Japan
$4.47K
HNB
506
Huntington National Bank
Ohio
$4.43K
WTC
507
WhitTier Trust Company
Nevada
$4.25K
PWMG
508
Prestige Wealth Management Group
New Jersey
$3.88K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$3.69K -$393 -4 -9%
BIG
510
Brooklyn Investment Group
New York
$3.51K +$295 +3 +9%
FGC
511
Financial Gravity Companies
Texas
$3.51K
CTC
512
Central Trust Company
Missouri
$3.42K
ME
513
McIlrath & Eck
Washington
$3.42K
HCP
514
Hexagon Capital Partners
Arkansas
$3.42K +$1.77K +18 +95%
SIM
515
Synergy Investment Management
Florida
$2.77K +$2.94K +30 New
CA
516
Clearstead Advisors
Ohio
$2.4K
HI
517
Horizon Investments
North Carolina
$2.12K
CA
518
Continuum Advisory
Idaho
$2.03K
QC
519
Quent Capital
New York
$2.03K
CPG
520
Cornerstone Planning Group
New Jersey
$2.02K
AW
521
Avion Wealth
Texas
$2K +$785 +8 +38%
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$1.94K
SIC
523
SJS Investment Consulting
Ohio
$1.66K -$393 -4 -18%
CFB
524
Cullen/Frost Bankers
Texas
$1.48K +$1.57K +16 New
LWANC
525
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.29K

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.