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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
NIM
151
Needham Investment Management
New York
$4.62M
Verition Fund Management
152
Verition Fund Management
Connecticut
$4.58M +$4.32M +43,965 +786%
WCF
153
West Coast Financial
California
$4.49M +$90K +917 +2%
AB
154
Amalgamated Bank
New York
$4.44M +$23.5K +239 +0.5%
FCM
155
Fieldview Capital Management
Michigan
$4.41M +$4.68M +47,711 New
AA
156
Ancora Advisors
Ohio
$4.39M +$42.2K +430 +0.9%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$4.26M -$711K -7,243 -14%
RHJA
158
Rice Hall James & Associates
California
$4.26M -$44.4K -452 -1%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$4.2M -$2.1M -21,415 -32%
SFI
160
SPC Financial Inc
Maryland
$4.16M +$15.1K +154 +0.3%
BAMF
161
BI Asset Management Fondsmaeglerselskab
Denmark
$4.16M +$4.42M +45,046 New
SGH
162
Sivik Global Healthcare
Connecticut
$4.16M -$491K -5,000 -10%
IC
163
IEQ Capital
California
$4.1M +$4.36M +44,356 New
Prudential Financial
164
Prudential Financial
New Jersey
$4.01M +$72.2K +735 +2%
PI
165
PineBridge Investments
New York
$3.99M -$584K -5,953 -12%
GC
166
Globeflex Capital
California
$3.95M +$3.16M +32,200 +306%
TC
167
TwinBeech Capital
New York
$3.89M +$4.14M +42,154 New
TI
168
Trexquant Investment
Connecticut
$3.88M +$4.13M +42,068 New
HSBC Holdings
169
HSBC Holdings
United Kingdom
$3.86M +$693K +7,061 +20%
Bessemer Group
170
Bessemer Group
New Jersey
$3.8M -$358K -3,645 -8%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$3.63M -$109K -1,108 -3%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$3.54M -$852K -8,681 -18%
BF
173
BOK Financial
Oklahoma
$3.54M +$2.45M +24,993 +180%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$3.54M -$1.22M -12,437 -25%
YCM
175
Yousif Capital Management
Michigan
$3.48M -$144K -1,470 -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.