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Encompass Health
EHC

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: 483 → 544 (+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: 9 → 6 (-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

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$163M
2
Jennison Associates
Jennison Associates
New York
+$55.4M
3
BlackRock
BlackRock
New York
+$52.3M
4
FCM
Farallon Capital Management
California
+$45M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$39.1M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$142M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$84M
4
Millennium Management
Millennium Management
New York
-$72.1M
5
JCM
Junto Capital Management
New York
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$961M +$13.6M +138,196 +1%
BlackRock
2
BlackRock
New York
$903M +$52.3M +532,705 +6%
Invesco
3
Invesco
Georgia
$511M +$17.3M +176,135 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$372M -$117M -1,189,732 -23%
State Street
5
State Street
Massachusetts
$291M +$12.4M +126,051 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$192M +$11.5M +117,617 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$182M +$1.55M +15,831 +0.8%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$172M -$142M -1,441,607 -44%
JP Morgan Chase
9
JP Morgan Chase
New York
$168M -$6.78M -69,075 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$164M -$3.48M -35,455 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$155M +$605K +6,164 +0.4%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$153M +$163M +1,656,227 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$149M +$29.5M +300,386 +23%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$141M -$16.8M -171,467 -10%
Brown Advisory
15
Brown Advisory
Maryland
$131M -$7.09M -72,213 -5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$127M +$26.9M +274,192 +25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$121M -$4.68M -47,707 -4%
EIP
18
Epoch Investment Partners
New York
$120M -$35.8M -365,099 -22%
CCM
19
Copeland Capital Management
Pennsylvania
$119M +$839K +8,548 +0.7%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$103M -$61.2K -623 -0.1%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$101M -$4.77M -48,572 -4%
Norges Bank
22
Norges Bank
Norway
$101M -$5.85M -59,632 -5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$99.6M -$49M -498,831 -32%
Northern Trust
24
Northern Trust
Illinois
$95.4M +$17.9M +182,076 +21%
Goldman Sachs
25
Goldman Sachs
New York
$82.6M -$40.7M -414,885 -32%
1
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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.