Guru Ownership Trend
Guru Analysis for Encompass Health Corporation (EHC)
Encompass Health Corporation (EHC), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $140.08 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $83.78 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Mario Gabelli reduced exposure by 0.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.05% | Add 47.5% | 645,280 | $81.7 M | Q3 2025 | |
| 0.05% | Add 155.3% | 210,712 | $26.76 M | Q3 2025 | |
| 0.47% | New Buy | 167,637 | $21.29 M | Q3 2025 | |
| 0.08% | Add 136.0% | 144,394 | $18.34 M | Q3 2025 | |
| 0.01% | Add 35.5% | 71,000 | $9.02 M | Q3 2025 | |
| 0.03% | Add 1671.3% | 57,798 | $7.34 M | Q3 2025 | |
| 0.01% | Reduce -0.5% | 4,772 | $606,139 | Q3 2025 | |
| 0.00% | New Buy | 420 | $53,348 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Encompass Health Corporation (EHC)
Top Guru holders include Cliff Asness ($81.7 M), Paul Tudor Jones ($26.76 M), Larry Robbins ($21.29 M). Collectively, tracked Gurus hold 1.3 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $83.78 M, with 7 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of EHC completely. Total sell value was $3,175.5.
Yes, 2 Gurus opened new positions in EHC, and 5 added to their existing holdings. Total buy value was $83.78 M.