Cliff Asness's EHC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 645,280 shares of Encompass Health Corporation (EHC) worth $81.7 M, representing 0.05% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in EHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 398,154 shares. Largest reduction occurred in Q2 2025, reducing 210,486 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Encompass Health Corporation (EHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Encompass Health Corporation (EHC) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +50,068 | New Buy | 50,068 | $57.16 |
| Q2 2018 | -24,719 | Reduce 49.37% | 25,349 | $67.73 |
| Q3 2018 | +44,915 | Add 177.19% | 70,264 | $77.95 |
| Q4 2018 | +135,185 | Add 192.40% | 205,449 | $61.70 |
| Q1 2019 | +82,135 | Add 39.98% | 287,584 | $58.39 |
| Q2 2019 | +16,616 | Add 5.78% | 304,200 | $63.36 |
| Q3 2019 | -184,969 | Reduce 60.81% | 119,231 | $63.28 |
| Q4 2019 | -12,147 | Reduce 10.19% | 107,084 | $69.25 |
| Q1 2020 | -67,082 | Reduce 62.64% | 40,002 | $64.02 |
| Q2 2020 | -27,616 | Reduce 69.04% | 12,386 | $60.71 |
| Q3 2020 | +414 | Add 3.34% | 12,800 | $63.98 |
| Q4 2020 | -2,344 | Reduce 18.31% | 10,456 | $81.68 |
| Q1 2021 | -646 | Reduce 6.18% | 9,810 | $81.86 |
| Q2 2021 | -2,902 | Reduce 29.58% | 6,908 | $78.03 |
| Q3 2021 | +21,071 | Add 305.02% | 27,979 | $75.06 |
| Q4 2021 | +105,367 | Add 376.59% | 133,346 | $65.26 |
| Q1 2022 | +34,180 | Add 25.63% | 167,526 | $70.99 |
| Q2 2022 | +13,646 | Add 8.15% | 181,172 | $55.96 |
| Q3 2022 | -85,295 | Reduce 47.08% | 95,877 | $45.24 |
| Q4 2022 | -11,499 | Reduce 11.99% | 84,378 | $59.48 |
| Q1 2023 | -488 | Reduce 0.58% | 83,890 | $53.34 |
| Q2 2023 | -28,441 | Reduce 33.90% | 55,449 | $67.34 |
| Q3 2023 | -12,987 | Reduce 23.42% | 42,462 | $67.16 |
| Q4 2023 | -2,100 | Reduce 4.95% | 40,362 | $66.72 |
| Q1 2024 | +25,765 | Add 63.83% | 66,127 | $81.94 |
| Q2 2024 | +141,075 | Add 213.34% | 207,202 | $85.79 |
| Q3 2024 | +83,850 | Add 40.47% | 291,052 | $95.58 |
| Q4 2024 | +398,154 | Add 136.80% | 689,206 | $92.35 |
| Q1 2025 | -41,106 | Reduce 5.96% | 648,100 | $100.28 |
| Q2 2025 | -210,486 | Reduce 32.48% | 437,614 | $121.87 |
| Q3 2025 | +207,666 | Add 47.45% | 645,280 | $126.61 |
Cliff Asness's Encompass Health Corporation Investment FAQs
Cliff Asness first purchased Encompass Health Corporation (EHC) in Q1 2018, acquiring 50,068 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Encompass Health Corporation (EHC) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Encompass Health Corporation (EHC) was in Q4 2024, adding 689,206 shares worth $63.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 645,280 shares of Encompass Health Corporation (EHC), valued at approximately $81.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Encompass Health Corporation (EHC) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Encompass Health Corporation (EHC) was 689,206 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.