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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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$8.95M -$427K -4,347 -4%
ACB
102
Aristotle Capital Boston
Massachusetts
$8.94M -$807K -8,218 -8%
KCM
103
Kennedy Capital Management
Missouri
$8.8M -$174K -1,771 -2%
Nordea Investment Management
104
Nordea Investment Management
Sweden
$8.8M +$463K +4,714 +5%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$8.73M +$1.48M +15,070 +19%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$8.68M -$161K -1,642 -2%
CCM
107
Cinctive Capital Management
New York
$8.62M +$5.39M +54,931 +143%
ACA
108
Aptus Capital Advisors
Alabama
$8.19M +$1.61M +16,410 +23%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.17M +$426K +4,338 +5%
MAM
110
Madison Asset Management
Wisconsin
$8.12M -$971K -9,891 -10%
MIA
111
Madison Investment Advisors
Wisconsin
$8.12M +$8.63M +87,907 New
NC
112
Nicholas Company
Wisconsin
$7.82M -$4.91K -50 -0.1%
Canada Life
113
Canada Life
Manitoba, Canada
$7.63M +$247K +2,515 +3%
JIM
114
Jensen Investment Management
Oregon
$7.55M -$1.03M -10,480 -11%
WCM
115
Wedge Capital Management
North Carolina
$7.52M -$40K -407 -0.5%
PFC
116
Phocas Financial Corp
California
$7.26M -$71.2K -725 -0.9%
LN
117
Lightrock Netherlands
Netherlands
$7.2M +$7.61M +77,541 New
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$7.03M +$19.6K +200 +0.3%
AACP
119
Advantage Alpha Capital Partners
California
$6.96M -$9.33K -95 -0.1%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$6.94M +$2.5M +25,503 +51%
NAAA
121
New Age Alpha Advisors
New York
$6.92M +$7.36M +74,978 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$6.72M +$561K +5,715 +9%
HCA
123
Harbor Capital Advisors
Illinois
$6.71M -$63.3K -645 -0.9%
TMAM
124
Tokio Marine Asset Management
Japan
$6.47M +$6.88M +70,113 New
SDIC
125
South Dakota Investment Council
South Dakota
$6.43M -$3.16M -32,202 -32%

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.