Encompass Health Ownership | Who Owns Encompass Health?
Encompass Health Ownership Summary
Encompass Health is owned by 95.94% institutional investors, 1.43% insiders, and 2.63% retail investors. Vanguard group is the largest institutional shareholder, holding 10.26% of EHC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.14% of its assets in Encompass Health shares.
EHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Encompass Health | 95.94% | 1.43% | 2.63% |
| Sector | Healthcare Stocks | 47.12% | 8.13% | 44.75% |
| Industry | Medical Care Facilities Stocks | 67.92% | 10.09% | 21.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.24M | 10.26% | $878.61M |
| Blackrock | 9.05M | 9.06% | $776.13M |
| Wellington management group llp | 6.89M | 6.91% | $591.30M |
| Invesco | 5.09M | 5.10% | $436.76M |
| William blair investment management | 3.89M | 3.90% | $333.64M |
| State street | 3.00M | 3.01% | $257.75M |
| Jpmorgan chase | 2.23M | 2.24% | $191.72M |
| Fmr | 1.99M | 1.99% | $170.45M |
| Td asset management | 1.94M | 1.94% | $166.14M |
| Dimensional fund advisors lp | 1.82M | 1.82% | $156.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 8 knots management | 977.43K | 8.10% | $83.85M |
| Paradice investment management | 247.04K | 3.75% | $21.19M |
| Orchard capital management | 143.10K | 3.71% | $12.28M |
| Bernzott capital advisors | 83.71K | 3.31% | $7.18M |
| 1492 capital management | 59.73K | 2.90% | $5.12M |
| Integral health asset management | 300.00K | 2.44% | $25.74M |
| Reinhart partners | 657.49K | 2.34% | $56.41M |
| Leeward investments, llc - ma | 556.63K | 2.19% | $47.75M |
| Copeland capital management | 1.27M | 2.04% | $109.13M |
| Perbak capital partners llp | 78.45K | 1.99% | $6.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.14M | 0.01% | 1.14M |
| Price t rowe associates inc /md/ | 1.14M | 0.01% | 603.17K |
| Thrivent financial for lutherans | 603.56K | 0.10% | 578.44K |
| Magnetar financial | 744.84K | 1.33% | 371.82K |
| Fmr | 1.99M | 0.01% | 357.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 6.89M | 0.11% | -1.14M |
| Massachusetts financial services co /ma/ | 1.46M | 0.04% | -701.78K |
| Goldman sachs group | 672.86K | 0.01% | -438.05K |
| Candlestick capital management lp | - | - | -400.00K |
| Td asset management | 1.94M | 0.15% | -347.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.14M | 0.01% | 1.14M | $97.68M |
| Corebridge financial | 127.34K | 0.06% | 127.34K | $10.92M |
| Perbak capital partners llp | 78.45K | 1.99% | 78.45K | $6.73M |
| West coast financial | 46.97K | 0.48% | 46.97K | $4.03M |
| Leuthold group | 35.26K | 0.35% | 35.26K | $3.03M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -3.00 |
| Financial gravity asset management | -6.00 |
| Abich financial wealth management | -7.00 |
| Zions bancorporation, n.a. | -12.00 |
| Front row advisors | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 483 | 6.62% | 95,752,007 | 0.40% | 95 | 1.05% | 242 | 12.56% | 164 | 7.19% |
| Mar 31, 2024 | 453 | 3.66% | 95,373,468 | -1.89% | 95 | 1.00% | 215 | 4.88% | 153 | -1.92% |
| Dec 31, 2023 | 437 | 3.80% | 97,212,705 | 4.33% | 97 | 1.11% | 205 | 7.89% | 156 | 0.65% |
| Sep 30, 2023 | 421 | 6.58% | 93,176,512 | -0.70% | 93 | 1.05% | 190 | 22.58% | 155 | -6.06% |
| Jun 30, 2023 | 395 | -1.25% | 93,832,313 | -0.34% | 94 | 1.05% | 155 | -24.02% | 165 | 23.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.17M | 3.14% | 1.71K |
| Vanguard Total Stock Mkt Idx Inv | 3.16M | 3.14% | -11.69K |
| Vanguard Small Cap Index | 2.52M | 2.51% | 4.95K |
| Vanguard Health Care Inv | 2.10M | 2.08% | - |
| Vanguard Small Cap Value Index Inv | 1.70M | 1.69% | -588.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.50M | 1.49% | -35.95K |
| Vanguard Windsor Investor Shares | 1.26M | 1.26% | -119.83K |
| Invesco Mid Cap Growth | 1.23M | 1.22% | 94.24K |
| Invesco Discovery Mid Cap Growth Y | 1.23M | 1.22% | 59.11K |
| Vanguard Explorer Inv | 1.14M | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | COLTHARP DOUGLAS E | EVP & Chief Financial Officer | Sell | $8.53K |
| Aug 13, 2024 | COLTHARP DOUGLAS E | EVP & Chief Financial Officer | Sell | $1.05M |
| May 24, 2024 | Charbonneau Elissa Joy | Chief Medical Officer | Sell | $850.20K |
| May 06, 2024 | Darby John Patrick | EVP, Gen Counsel & Secretary | Sell | $1.22M |
| May 03, 2024 | CARMICHAEL GREG D | - | Buy | $167.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | 1 | 3 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
EHC Ownership FAQ
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