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Encompass Health

413 hedge funds and large institutions have $6.33B invested in Encompass Health in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

38% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $4.59M

7% more funds holding

Funds holding: 387413 (+26)

0.02% more ownership

Funds ownership: 93.58%93.6% (+0.02%)

0% less capital invested

Capital invested by funds: $6.34B → $6.33B (-$13.6M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 157

Holders
413
Holders Change
+26
Holders Change %
+6.72%
% of All Funds
6.55%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
57
Increased
132
Reduced
157
Closed
29
Calls
$6.32M
Puts
$4.59M
Net Calls
+$1.73M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waverly Advisors
Alabama
$324K
SCM
302
Shelton Capital Management
Colorado
$312K -$18.8K -273 -6%
BMA
303
Brooks Moore & Associates
Tennessee
$306K
MWM
304
Meridian Wealth Management
Kentucky
$302K
TA
305
Tiedemann Advisors
New York
$300K +$307K +4,463 New
PFO
306
Pathstone Family Office
New Jersey
$300K +$307K +4,460 New
PAS
307
Park Avenue Securities
New York
$298K +$305K +4,434 New
TC
308
Trilogy Capital
California
$284K -$58.5K -851 -17%
RWS
309
Resolute Wealth Strategies
Mississippi
$282K +$275 +4 +0.1%
DWA
310
Douglass Winthrop Advisors
New York
$282K
WLPWM
311
Walled Lake Planning & Wealth Management
Illinois
$281K
WMP
312
Wealth Management Partners
Arizona
$281K -$54.3K -790 -16%
GCA
313
Greenwood Capital Associates
South Carolina
$272K
VIA
314
Virtus Investment Advisers
Connecticut
$262K
AAM
315
Advisors Asset Management
Colorado
$255K -$327K -4,754 -56%
ET
316
Equitable Trust
Tennessee
$255K
BEI
317
Benjamin Edwards Inc
Missouri
$251K +$183K +2,656 +244%
MMA
318
Miracle Mile Advisors
California
$248K
AT
319
American Trust
Kentucky
$246K +$252K +3,670 New
Mariner
320
Mariner
Kansas
$244K +$250K +3,636 New
NRD
321
Nebula Research & Development
New York
$241K +$247K +3,593 New
GFS
322
GYL Financial Synergies
Connecticut
$241K
MA
323
Montag & Associates
Georgia
$236K
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$229K -$16.6K -241 -7%
RFC
325
Regions Financial Corp
Alabama
$228K -$24.7K -359 -10%