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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
JCM
51
Junto Capital Management
New York
$38.5M -$52.2M -531,841 -56%
American Century Companies
52
American Century Companies
Missouri
$37.4M -$1.25M -12,734 -3%
TCM
53
TimesSquare Capital Management
New York
$34.7M -$17.5M -178,160 -32%
UBS AM
54
UBS AM
Illinois
$33.9M +$5.61M +57,130 +18%
OAM
55
Oberweis Asset Management
Illinois
$31.5M +$3.36M +34,221 +11%
SAM
56
Silvercrest Asset Management
New York
$31.4M +$17.8M +181,693 +115%
SO
57
STRS Ohio
Ohio
$29.8M -$820K -8,348 -3%
Two Sigma Investments
58
Two Sigma Investments
New York
$27.9M +$17.8M +181,146 +149%
FWIA
59
Fort Washington Investment Advisors
Ohio
$27.9M +$81.5K +830 +0.3%
IHAM
60
Integral Health Asset Management
New York
$27.7M +$2.45M +25,000 +9%
Principal Financial Group
61
Principal Financial Group
Iowa
$27.6M +$138K +1,404 +0.5%
First Trust Advisors
62
First Trust Advisors
Illinois
$26.3M +$4.68M +47,668 +20%
Allianz Asset Management
63
Allianz Asset Management
Germany
$25.7M +$7.9M +80,504 +41%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$25.7M -$3.27M -33,312 -11%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$25.5M +$26.3K +268 +0.1%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$25M +$399K +4,060 +2%
GLA
67
Great Lakes Advisors
Illinois
$22.7M -$573K -5,837 -2%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$21M +$5.35M +54,536 +32%
SEI Investments
69
SEI Investments
Pennsylvania
$20.4M -$660K -6,723 -3%
William Blair & Company
70
William Blair & Company
Illinois
$19.6M -$1.3M -13,280 -6%
FGP
71
Freestone Grove Partners
California
$19.6M +$20.8M +211,935 New
UBS Group
72
UBS Group
Switzerland
$19.2M +$12.1M +122,987 +145%
Legal & General Group
73
Legal & General Group
United Kingdom
$18.5M +$463K +4,714 +2%
Swiss National Bank
74
Swiss National Bank
Switzerland
$18.3M +$128K +1,300 +0.7%
Amundi
75
Amundi
France
$17.9M -$13.5M -137,419 -42%

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.