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 ($83.1m this quarter). Holder counts are more reliable. Shares outstanding: 100.7m as of 2025-07-28, 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 ≈ $122.60. Options: 8 managers hold calls ($12.8m notional), 5 hold puts ($1.8m).
Trends to Q2 2025
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 |
| Q2 2024 | 479 |
| Q3 2024 | 485 |
| Q4 2024 | 545 |
| Q1 2025 | 540 |
| Q2 2025 | 609 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 186 | 186 |
| Q4 2023 | 191 | 191 |
| Q1 2024 | 212 | 207 |
| Q2 2024 | 241 | 194 |
| Q3 2024 | 215 | 237 |
| Q4 2024 | 275 | 194 |
| Q1 2025 | 252 | 253 |
| Q2 2025 | 316 | 256 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $15.9m | $4.8m | 0.30 |
| Q4 2024 | $10.1m | $3.9m | 0.38 |
| Q1 2025 | $11.9m | $12.8m | 1.07 |
| Q2 2025 | $12.8m | $1.8m | 0.14 |
Biggest buyers
| CONGRESS ASSET MANAGEMENT CO | New | +755.9k |
| 8 KNOTS MANAGEMENT, LLC | New | +641.3k |
| Polar Capital Holdings Plc | Added | +443.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +417.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +333.7k |
| MARSHALL WACE, LLP | New | +283.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +282.3k |
| RAYMOND JAMES FINANCIAL INC | Added | +274.1k |
| Qube Research & Technologies Ltd | Added | +251.0k |
| FRANKLIN RESOURCES INC | Added | +212.4k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -840.9k |
| JANUS HENDERSON GROUP PLC | Reduced | -501.7k |
| BlackRock, Inc. | Reduced | -492.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -414.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -379.7k |
| JPMORGAN CHASE & CO | Reduced | -373.9k |
| Copeland Capital Management, LLC | Reduced | -354.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -317.6k |
| TD Asset Management Inc | Reduced | -313.4k |
| Freestone Grove Partners LP | Reduced | -289.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m40.5k shares |
| JANE STREET GROUP, LLC | Added | $3.3m26.6k shares |
| UBS Group AG | New | $1.6m12.8k shares |
| WOLVERINE TRADING, LLC | New | $1.5m12.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m10.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $110.0k900 shares |
| GROUP ONE TRADING LLC | Unchanged | $12.3k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $1.1m8.9k shares |
| CITADEL ADVISORS LLC | Reduced | $392.4k3.2k shares |
| JANE STREET GROUP, LLC | New | $318.8k2.6k shares |
| SIMPLEX TRADING, LLC | New | $36.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $2.4m | — |
| Q4 2023 | 0 | — | 1 | $710.9k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $167.5k | 3 | $5.8m | — |
| Q3 2024 | 0 | — | 1 | $1.1m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $495.6k | — |
| Q2 2025 | 0 | — | 4 | $21.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-20 | Tarr Mark J President & CEO, director | Sold | $14.4m118.4k shares |
| 2025-05-06 | Charbonneau Elissa Joy Chief Medical Officer | Sold | $499.0k4.3k shares |
| 2025-04-29 | COLTHARP DOUGLAS E EVP & Chief Financial Officer | Sold | $5.0m43.6k shares |
| 2025-04-29 | Darby John Patrick EVP, Gen Counsel & Secretary | Sold | $1.1m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 10.4m $1.3bn | Reduced -30.6k |
| BlackRock, Inc. 0.02% of their portfolio | 9.9m $1.2bn | Reduced -492.7k |
| Invesco Ltd. 0.12% of their portfolio | 5.6m $691.5m | Reduced -179.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 3.5m $432.3m | Reduced -93.0k |
| STATE STREET CORP 0.01% of their portfolio | 3.1m $380.9m | Reduced -70.2k |
| T. Rowe Price Investment Management, Inc. 0.17% of their portfolio | 2.2m $266.8m | Added +94.8k |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 2.0m $250.1m | Added +129.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.82% of their portfolio | 1.8m $223.7m | Added +282.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.8m $217.5m | Added +8.8k |
| FMR LLC 0.01% of their portfolio | 1.7m $208.3m | Reduced -227.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $197.3m | Reduced -262.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.4m $172.6m | Reduced -414.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 1.4m $169.7m | Reduced -379.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $164.3m | Reduced -373.9k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.1m $140.2m | Added +274.1k |
| NORGES BANK 0.02% of their portfolio | 1.1m $139.5m | Added +31.7k |
| BROWN ADVISORY INC 0.17% of their portfolio | 1.1m $131.0m | Reduced -272.2k |
| Epoch Investment Partners, Inc. 0.67% of their portfolio | 1.1m $130.0m | Reduced -46.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.1m $128.8m | Reduced -7.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.0m $127.4m | Reduced -120.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 1.0m $126.6m | Reduced -38.5k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.0m $126.5m | Added +212.4k |
| TD Asset Management Inc 0.11% of their portfolio | 1.0m $125.8m | Reduced -313.4k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 980.4k $120.2m | Added +40.3k |
| Copeland Capital Management, LLC 2.29% of their portfolio | 909.2k $111.5m | Reduced -354.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 837.0k $102.6m | Reduced -88.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% of their portfolio | 816.1k $100.1m | Added +47.8k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 799.4k $98.0m | Added +76.3k |
| JENNISON ASSOCIATES LLC 0.06% of their portfolio | 793.2k $97.3m | Added +2.1k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 783.1k $96.0m | Added +251.0k |
| MORGAN STANLEY 0.01% of their portfolio | 771.0k $94.5m | Added +34.3k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 757.4k $92.8m | Reduced -188.8k |
| CONGRESS ASSET MANAGEMENT CO 0.64% of their portfolio | 755.9k $92.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 743.6k $91.2m | Reduced -24.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 730.7k $89.6m | Added +63.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.40% of their portfolio | 708.0k $86.8m | Added +89.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 698.1k $85.6m | Added +12.5k |
| Capital Research Global Investors 0.02% of their portfolio | 644.2k $79.0m | Unchanged |
| 8 KNOTS MANAGEMENT, LLC 11.27% of their portfolio | 641.3k $78.6m | New |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 564.3k $69.2m | Reduced -501.7k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 509.9k $62.5m | Added +417.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 506.1k $62.1m | Added +115.6k |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 504.0k $61.8m | Added +333.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 495.2k $60.7m | Reduced -75.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 486.8k $59.7m | Reduced -168.5k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 460.0k $56.4m | Added +63.4k |
| REINHART PARTNERS, LLC. 1.90% of their portfolio | 453.1k $55.6m | Reduced -109.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.47% of their portfolio | 448.4k $55.0m | Reduced -13.1k |
| Polar Capital Holdings Plc 0.29% of their portfolio | 445.9k $54.7m | Added +443.6k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 437.6k $53.3m | Reduced -210.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 384.8k $47.2m | Reduced -74.5k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 383.1k $47.0m | Reduced -74.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 376.0k $46.1m | Added +79.1k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.92% of their portfolio | 359.0k $44.0m | Reduced -11.7k |
| Leeward Investments, LLC - MA 2.29% of their portfolio | 351.1k $43.1m | Reduced -81.2k |
| Aberdeen Group plc 0.07% of their portfolio | 350.9k $43.0m | Added +1.2k |
| TimesSquare Capital Management, LLC 0.60% of their portfolio | 338.3k $41.5m | Reduced -59.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.27% of their portfolio | 330.7k $40.6m | Reduced -14.0k |
| Holocene Advisors, LP 0.10% of their portfolio | 326.1k $40.0m | Reduced -141.1k |
| STRS OHIO 0.15% of their portfolio | 320.6k $39.3m | Reduced -18.7k |
| Integral Health Asset Management, LLC 3.67% of their portfolio | 320.0k $39.2m | Added +50.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.37% of their portfolio | 318.2k $39.0m | Reduced -114.1k |
| Bahl & Gaynor LLC 0.18% of their portfolio | 288.2k $35.3m | Added +37.2k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 283.1k $34.7m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 278.4k $34.1m | Reduced -840.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 272.7k $33.4m | Added +67.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 268.1k $32.9m | Reduced -615 |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 265.0k $32.5m | Reduced -18.8k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 260.4k $31.9m | Added +19.3k |
| Nuveen, LLC 0.01% of their portfolio | 254.4k $31.2m | Reduced -245.8k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 241.5k $29.6m | Added +207.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 228.5k $28.0m | Reduced -3.2k |
| Retirement Systems of Alabama 0.10% of their portfolio | 223.1k $27.4m | Reduced -7.6k |
| Treasurer of the State of North Carolina 0.09% of their portfolio | 218.9k $26.8m | Added +113.0k |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 217.5k $26.7m | Added +3.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.15% of their portfolio | 216.7k $26.6m | Reduced -84.3k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.68% of their portfolio | 205.3k $25.2m | Added +44.5k |
| BRAUN STACEY ASSOCIATES INC 0.91% of their portfolio | 204.7k $25.1m | Added +81.5k |
| Legal & General Group Plc 0.01% of their portfolio | 204.0k $25.0m | Reduced -3.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 203.5k $25.0m | Added +22.1k |
| GREAT LAKES ADVISORS, LLC 0.21% of their portfolio | 202.7k $24.9m | Reduced -42.9k |
| ALPS ADVISORS INC 0.14% of their portfolio | 199.1k $24.4m | Reduced -1.3k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 196.8k $24.1m | Reduced -78.5k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 193.7k $23.7m | Added +98.4k |
| Swiss National Bank 0.01% of their portfolio | 192.8k $23.6m | Reduced -2.4k |
| Amundi 0.01% of their portfolio | 192.3k $22.9m | Added +7.6k |
| SEGALL BRYANT & HAMILL, LLC 0.31% of their portfolio | 178.1k $21.8m | Added +8.4k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 176.1k $21.6m | Added +153.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 171.7k $21.1m | Added +83.3k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 164.7k $20.2m | Added +5.8k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 161.1k $19.8m | Added +58.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 160.4k $19.7m | Added +103.4k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 144.6k $17.7m | Added +99.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 142.2k $17.4m | Reduced -7.7k |
| Cubist Systematic Strategies, LLC 0.19% of their portfolio | 141.9k $17.4m | Added +103.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 139.2k $17.1m | Added +3.9k |
| Rhenman & Partners Asset Management AB 2.11% of their portfolio | 136.4k $16.7m | Added +99.0k |
| MARTINGALE ASSET MANAGEMENT L P 0.40% of their portfolio | 133.7k $16.4m | Reduced -6.9k |
| Woodline Partners LP 0.09% of their portfolio | 132.6k $16.3m | New |
| Bellevue Group AG 0.36% of their portfolio | 131.7k $16.2m | Reduced -41.1k |