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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
Aberdeen Group
76
Aberdeen Group
United Kingdom
$17.8M +$19M +193,097 New
BG
77
Bellevue Group
Switzerland
$17.4M +$16.6M +169,289 +880%
Fidelity International
78
Fidelity International
Bermuda
$17.4M +$797K +8,116 +5%
WP
79
Woodline Partners
California
$17M +$5.58M +56,817 +45%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$17M -$2.25M -22,873 -11%
AA
81
ALPS Advisors
Colorado
$16.9M +$2.73M +27,817 +18%
MF
82
Magnetar Financial
Illinois
$16.4M -$42.6M -434,123 -71%
AG
83
Algert Global
California
$16M +$2.22M +22,574 +15%
SBH
84
Segall Bryant & Hamill
Illinois
$15.3M +$565K +5,757 +4%
TAM
85
Trillium Asset Management
Massachusetts
$14.8M -$226K -2,302 -1%
MAM
86
Martingale Asset Management
Massachusetts
$14.6M -$1.82M -18,524 -11%
PIM
87
Paradice Investment Management
Colorado
$13.7M -$7.64M -77,827 -34%
Wells Fargo
88
Wells Fargo
California
$12.7M -$1.32M -13,465 -9%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$12.4M +$462K +4,701 +4%
Squarepoint
90
Squarepoint
New York
$11.7M +$10.7M +109,007 +599%
OLA
91
Oliver Luxxe Assets
New Jersey
$11.7M +$6.23M +63,453 +105%
Lazard Asset Management
92
Lazard Asset Management
New York
$11M +$7.76M +79,046 +196%
DZ Bank
93
DZ Bank
Germany
$10.9M +$11.6M +118,207 New
Barclays
94
Barclays
United Kingdom
$10.6M +$5.32M +54,167 +89%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$10.6M -$1.3M -13,203 -10%
CF
96
Corebridge Financial
Texas
$10.5M -$490K -4,992 -4%
CCP
97
Clough Capital Partners
Massachusetts
$9.99M
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$9.81M +$990K +10,083 +10%
BSA
99
Braun Stacey Associates
New York
$9.69M +$10.3M +104,907 New
OC
100
Oppenheimer & Co
New York
$9.31M -$416K -4,241 -4%

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.