Signals

EHC

664 in-universe funds with a nonzero position in EHC within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-13 8-K Item(s) 8.01
2026-08-05 8-K Item(s) 2.02, 7.01, 9.01
2026-06-01 8-K Item(s) 1.01, 2.03, 9.01
2026-05-15 8-K Item(s) 1.01, 8.01, 9.01
2026-05-11 8-K Item(s) 5.07
2026-04-30 8-K Item(s) 2.02, 7.01, 9.01
2026-03-10 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-02-20 8-K Item(s) 5.02
2026-02-05 8-K Item(s) 2.02, 7.01, 9.01
2026-02-02 8-K Item(s) 5.02, 9.01
2020-10-01 Ownership Dilution filing by Encompass Health Corp (424B5)
2020-09-30 Ownership Dilution filing by Encompass Health Corp (424B5)
2020-05-14 Ownership Dilution filing by Encompass Health Corp (424B5)
2020-05-12 Ownership Dilution filing by Encompass Health Corp (424B5)
2019-09-11 Ownership Dilution filing by Encompass Health Corp (424B5)
2019-09-09 Ownership Dilution filing by Encompass Health Corp (424B5)

Flow ranking

Rank#15575
Score / z0.000 / -0.01
Consensus158.20 over 293 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-13 8-K 8.01
2026-08-05 8-K 2.02, 7.01, 9.01
2026-06-01 8-K 1.01, 2.03, 9.01
2026-05-15 8-K 1.01, 8.01, 9.01
2026-05-11 8-K 5.07
2026-04-30 8-K 2.02, 7.01, 9.01
2026-03-10 8-K 1.01, 1.02, 2.03, 9.01
2026-02-20 8-K/A 5.02
2026-02-05 8-K 2.02, 7.01, 9.01
2026-02-02 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-10-01 424B5 Encompass Health Corp
2020-09-30 424B5 Encompass Health Corp
2020-05-14 424B5 Encompass Health Corp
2020-05-12 424B5 Encompass Health Corp
2019-09-11 424B5 Encompass Health Corp
2019-09-09 424B5 Encompass Health Corp

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,094.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,075.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 527.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 359.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 327.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 218.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 206.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 198.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 172.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 152.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 147.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 133.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 123.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 116.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 107.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 102.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 101.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 100.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 97.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 97.2 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 96.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 95.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 94.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 86.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 85.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 83.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 81.4 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 81.2 1.8% 3 -0.3 pp -0.5 pp +1.8 pp +1.8 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 73.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 72.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 64.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 63.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 61.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 59.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 58.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 58.2 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 54.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 49.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 48.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 46.8 1.1% 3 -0.2 pp -0.4 pp +1.1 pp +1.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 46.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 46.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 45.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 42.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 40.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 39.6 1.2% 3 -0.3 pp -0.7 pp +1.2 pp +1.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 38.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 38.1 1.4% 3 -0.4 pp -0.5 pp +1.4 pp +1.4 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 36.8 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 36.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 36.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 35.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 35.4 1.8% 3 -0.4 pp -0.5 pp +1.8 pp +1.8 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 34.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 29.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 28.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 28.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 28.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 27.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 24.9 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 24.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 23.6 0.8% 3 -0.2 pp -0.1 pp +0.8 pp +0.8 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 23.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 23.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 23.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 23.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 21.9 0.2% 3 -0.3 pp -0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 21.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 18.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 17.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 16.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 15.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 15.5 1.5% 3 -0.2 pp -0.7 pp +1.5 pp +1.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 15.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 15.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 14.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 14.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 13.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 12.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 12.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eversept Partners, LP CIK 0001697013 0.242 115 11.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 10.6 0.5% 3 -1.3 pp -3.1 pp +0.5 pp +0.5 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 10.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 10.1 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 9.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 9.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vestcor Inc CIK 0001536925 0.400 1189 8.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 7.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 7.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 6.5 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 5.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Sivik Global Healthcare LLC CIK 0001596452 0.440 34 5.3 2.6% 3 +0.3 pp +1.2 pp +2.6 pp +2.6 pp
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Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EHC). Qtrs Held counts distinct quarters this fund has actually held EHC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EHC position size. Δ columns are the percentage-point change in EHC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status