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Encompass Health

387 hedge funds and large institutions have $6.34B invested in Encompass Health in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $5.07B → $6.34B (+$1.27B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.85% less ownership

Funds ownership: 94.43%93.58% (-0.85%)

1% less funds holding

Funds holding: 392387 (-5)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

33% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 167

41% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $14.8M

Holders
387
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
40
Increased
112
Reduced
167
Closed
45
Calls
$8.73M
Puts
$14.8M
Net Calls
-$6.03M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
276
Ifrah Financial Services
Arkansas
$330K -$4.64K -74 -1%
WA
277
Waverly Advisors
Alabama
$327K
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$313K -$243K -3,878 -46%
BMA
279
Brooks Moore & Associates
Tennessee
$308K
MWM
280
Meridian Wealth Management
Kentucky
$305K
XT
281
XTX Topco
Cayman Islands
$303K +$280K +4,469 New
Lazard Asset Management
282
Lazard Asset Management
New York
$294K +$187K +2,987 +218%
HSBC Holdings
283
HSBC Holdings
United Kingdom
$289K -$4.2M -66,954 -94%
RWS
284
Resolute Wealth Strategies
Mississippi
$284K -$34.8K -555 -12%
DWA
285
Douglass Winthrop Advisors
New York
$284K
WLPWM
286
Walled Lake Planning & Wealth Management
Illinois
$284K +$63 +1 +0%
EGM
287
Engineers Gate Manager
New York
$278K -$2.17M -34,619 -89%
GCA
288
Greenwood Capital Associates
South Carolina
$274K
VIA
289
Virtus Investment Advisers
Connecticut
$264K
BC
290
Bridgefront Capital
Texas
$259K +$239K +3,821 New
ET
291
Equitable Trust
Tennessee
$257K
RFC
292
Regions Financial Corp
Alabama
$254K +$3.01K +48 +1%
MMA
293
Miracle Mile Advisors
California
$251K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$248K -$143K -2,283 -38%
SPA
295
Sherbrooke Park Advisers
New York
$244K -$113K -1,800 -33%
GFS
296
GYL Financial Synergies
Connecticut
$243K +$225K +3,590 New
SSA
297
Schonfeld Strategic Advisors
New York
$238K -$826K -13,187 -79%
MA
298
Montag & Associates
Georgia
$238K
MYIA
299
Mount Yale Investment Advisors
Colorado
$234K -$44.9K -717 -17%
FA
300
FDx Advisors
Illinois
$225K -$28.2K -450 -12%