ENCOMPASS HEALTH CORP EHC
COM · Common Stock · CUSIP 29261A100 · ISIN US29261A1007
- SectorHealth care
- IndustryServices-Hospitals
- HeadquartersBirmingham, AL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($46.9m this quarter). Holder counts are more reliable. Shares outstanding: 100.7m as of 2024-04-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $82.57. Options: 11 managers hold calls ($51.9m notional), 13 hold puts ($70.4m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 347 |
| Q4 2022 | 377 |
| Q1 2023 | 394 |
| Q2 2023 | 387 |
| Q3 2023 | 414 |
| Q4 2023 | 435 |
| Q1 2024 | 437 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 188 | 145 |
| Q1 2023 | 203 | 166 |
| Q2 2023 | 149 | 213 |
| Q3 2023 | 186 | 186 |
| Q4 2023 | 191 | 191 |
| Q1 2024 | 212 | 207 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $8.7m | $14.7m | 1.68 |
| Q3 2023 | $6.3m | $4.6m | 0.72 |
| Q4 2023 | $5.7m | $1.3m | 0.23 |
| Q1 2024 | $51.9m | $70.4m | 1.36 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +906.9k |
| MORGAN STANLEY | Added | +808.4k |
| GOLDMAN SACHS GROUP INC | Added | +532.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +464.9k |
| FRANKLIN RESOURCES INC | Added | +422.2k |
| SCOUT INVESTMENTS, INC. | New | +352.7k |
| Invesco Ltd. | Added | +352.2k |
| MACQUARIE GROUP LTD | Added | +337.9k |
| Woodline Partners LP | New | +325.5k |
| TD Asset Management Inc | Added | +314.5k |
Biggest sellers
| Point72 Asset Management, L.P. | Sold out | -1.2m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -934.9k |
| Magnetar Financial LLC | Reduced | -874.7k |
| TimesSquare Capital Management, LLC | Reduced | -496.0k |
| Arlington Partners LLC | Sold out | -396.9k |
| Holocene Advisors, LP | Reduced | -235.6k |
| Junto Capital Management LP | Reduced | -216.7k |
| Qube Research & Technologies Ltd | Reduced | -210.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -185.1k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $17.3m210.0k shares |
| BANK OF AMERICA CORP /DE/ | New | $11.6m139.9k shares |
| PEAK6 Investments LLC | Added | $6.6m79.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m61.0k shares |
| JANE STREET GROUP, LLC | Added | $5.0m60.8k shares |
| CITADEL ADVISORS LLC | Added | $4.6m55.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $594.0k7.2k shares |
| WOLVERINE TRADING, LLC | New | $528.5k6.4k shares |
| GROUP ONE TRADING LLC | New | $495.5k6.0k shares |
| Walleye Trading LLC | New | $90.8k1.1k shares |
Biggest puts
| Candlestick Capital Management LP | New | $33.0m400.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $19.3m233.9k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $5.3m64.0k shares |
| Caption Management, LLC | New | $4.2m50.9k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.5m41.8k shares |
| CITADEL ADVISORS LLC | Added | $1.8m22.3k shares |
| Squarepoint Ops LLC | New | $1.2m15.1k shares |
| WOLVERINE TRADING, LLC | New | $1.2m14.3k shares |
| PEAK6 Investments LLC | Reduced | $627.6k7.6k shares |
| Walleye Trading LLC | Reduced | $132.1k1.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 5.1% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (5.0%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Invesco Ltd. (4.9%, 2026-02-12)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 1 | $66.5k | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $1.1m | — |
| Q4 2022 | 1 | $100.0k | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $1.1m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $2.4m | — |
| Q4 2023 | 0 | — | 1 | $710.9k | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 10.2m $839.5m | Added +169.1k |
| BlackRock Inc. 0.02% of their portfolio | 9.1m $753.0m | Reduced -7.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 8.0m $663.2m | Reduced -185.1k |
| Invesco Ltd. 0.09% of their portfolio | 4.9m $407.1m | Added +352.2k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.7m $391.7m | Reduced -934.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.87% of their portfolio | 4.1m $336.5m | Reduced -1.1m |
| STATE STREET CORP 0.01% of their portfolio | 3.0m $246.6m | Added +53.1k |
| TD Asset Management Inc 0.18% of their portfolio | 2.3m $188.6m | Added +314.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 2.2m $178.6m | Added +234.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $167.8m | Added +808.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.8m $148.4m | Added +32.9k |
| BROWN ADVISORY INC 0.19% of their portfolio | 1.7m $143.7m | Reduced -50.9k |
| FMR LLC 0.01% of their portfolio | 1.6m $134.5m | Added +49.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.6m $134.4m | Reduced -139.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $133.3m | Added +70.9k |
| Epoch Investment Partners, Inc. 0.59% of their portfolio | 1.6m $132.0m | Added +198.7k |
| JANUS HENDERSON GROUP PLC 0.07% of their portfolio | 1.6m $128.1m | Reduced -40.6k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 1.4m $115.9m | Added +906.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 1.3m $106.0m | Reduced -35.2k |
| Copeland Capital Management, LLC 1.89% of their portfolio | 1.3m $103.8m | Added +30.9k |
| NORGES BANK 0.01% of their portfolio | 1.1m $92.4m | Added +82.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $91.7m | Added +532.6k |
| 8 KNOTS MANAGEMENT, LLC 8.10% of their portfolio | 977.4k $83.9m | Reduced -153.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 886.6k $73.2m | Reduced -37.3k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 864.0k $71.4m | Added +286.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 824.7k $68.1m | Reduced -81.1k |
| Capital Research Global Investors 0.01% of their portfolio | 787.8k $65.1m | Unchanged |
| REINHART PARTNERS, LLC. 2.48% of their portfolio | 736.8k $60.8m | Added +4.4k |
| Junto Capital Management LP 1.33% of their portfolio | 728.5k $60.2m | Reduced -216.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 720.6k $59.5m | Added +241.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% of their portfolio | 720.2k $59.5m | Added +310.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 682.3k $56.3m | Reduced -25.8k |
| TimesSquare Capital Management, LLC 0.79% of their portfolio | 654.9k $54.1m | Reduced -496.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 637.9k $52.7m | Added +6.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.63% of their portfolio | 612.9k $50.6m | Unchanged |
| Holocene Advisors, LP 0.18% of their portfolio | 585.4k $48.3m | Reduced -235.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 577.5k $47.7m | Added +17.0k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 564.2k $46.6m | Added +337.9k |
| Leeward Investments, LLC - MA 2.01% of their portfolio | 550.1k $45.4m | Reduced -3.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 540.5k $44.6m | Added +464.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 534.3k $44.1m | Added +44.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 534.0k $44.1m | Reduced -4.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 530.9k $43.8m | Added +15.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 479.5k $39.6m | Added +422.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.04% of their portfolio | 452.1k $37.3m | Reduced -5.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 432.4k $35.7m | Added +77.7k |
| Magnetar Financial LLC 0.69% of their portfolio | 373.0k $30.8m | Reduced -874.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 371.3k $30.7m | Added +141.7k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 367.7k $30.4m | Reduced -210.2k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 362.1k $29.9m | Reduced -42.1k |
| SCOUT INVESTMENTS, INC. 0.72% of their portfolio | 352.7k $29.4m | New |
| Integral Health Asset Management, LLC 2.84% of their portfolio | 350.0k $28.9m | Added +100.0k |
| Woodline Partners LP 0.25% of their portfolio | 325.5k $26.9m | New |
| Amundi 0.01% of their portfolio | 288.2k $22.7m | Reduced -1.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 279.9k $23.1m | Added +113.5k |
| Retirement Systems of Alabama 0.09% of their portfolio | 279.2k $23.1m | Added +344 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 277.6k $22.9m | Reduced -12.2k |
| GREAT LAKES ADVISORS, LLC 0.18% of their portfolio | 258.9k $21.4m | Added +40.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 254.8k $21.0m | Added +17.3k |
| Paradice Investment Management LLC 3.64% of their portfolio | 254.1k $21.0m | Reduced -172.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 252.0k $20.8m | Added +4.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 247.6k $20.4m | Reduced -28.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 245.0k $20.2m | Reduced -10.9k |
| HEARTLAND ADVISORS INC 1.04% of their portfolio | 241.3k $19.9m | Reduced -75.0k |
| GUGGENHEIM CAPITAL LLC 0.14% of their portfolio | 241.0k $19.9m | Added +272 |
| FIL Ltd 0.02% of their portfolio | 221.6k $18.3m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 210.8k $17.4m | Reduced -35.3k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 206.6k $17.1m | Reduced -730 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 205.4k $17.0m | Added +11.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 204.8k $16.9m | Reduced -2.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.22% of their portfolio | 204.1k $16.9m | Added +58.9k |
| Swiss National Bank 0.01% of their portfolio | 197.8k $16.3m | Added +300 |
| BARCLAYS PLC 0.01% of their portfolio | 197.8k $16.3m | Added +98.7k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 193.8k $16.0m | Reduced -181.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 178.2k $14.7m | Added +32.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.29% of their portfolio | 177.0k $14.6m | Added +18.6k |
| Legal & General Group Plc 0.00% of their portfolio | 167.5k $13.8m | Added +239 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 167.5k $13.8m | Reduced -27.4k |
| Aristotle Capital Boston, LLC 0.42% of their portfolio | 167.2k $13.8m | Reduced -12.6k |
| STRS OHIO 0.05% of their portfolio | 162.5k $13.4m | Added +6.0k |
| CLOUGH CAPITAL PARTNERS L P 1.45% of their portfolio | 159.2k $13.1m | Reduced -4.7k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 147.8k $12.2m | Added +1.8k |
| Orchard Capital Management, LLC 3.51% of their portfolio | 144.8k $12.0m | Added +1.7k |
| ALPS ADVISORS INC 0.08% of their portfolio | 137.4k $11.3m | Added +20.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 134.4k $11.1m | Reduced -17.6k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 132.7k $11.0m | Reduced -2.7k |
| Madison Asset Management, LLC 0.13% of their portfolio | 126.4k $10.4m | Reduced -587 |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 124.9k $10.3m | Reduced -12.5k |
| COMERICA BANK 0.04% of their portfolio | 124.2k $10.3m | Reduced -10.9k |
| UBS Group AG 0.00% of their portfolio | 121.5k $10.0m | Reduced -9.6k |
| OPPENHEIMER & CO INC 0.16% of their portfolio | 118.2k $9.8m | Added +6.3k |
| Advantage Alpha Capital Partners LP 1.76% of their portfolio | 113.0k $9.3m | Reduced -12.5k |
| South Dakota Investment Council 0.19% of their portfolio | 109.8k $9.1m | Reduced -15.4k |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 106.6k $8.8m | Reduced -701 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 100.7k $8.3m | Reduced -5.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 100.7k $8.2m | Reduced -1.0k |
| JENSEN INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 100.5k $8.3m | Reduced -5.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 100.2k $5.4m | Added +4.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 99.7k $8.2m | Added +16.3k |
| Phocas Financial Corp. 0.91% of their portfolio | 97.3k $8.0m | Reduced -2.6k |