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Encompass Health

438 hedge funds and large institutions have $7.96B invested in Encompass Health in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

22% more capital invested

Capital invested by funds: $6.53B → $7.96B (+$1.43B)

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 435438 (+3)

1.2% less ownership

Funds ownership: 97.6%96.4% (-1.2%)

30% less call options, than puts

Call options by funds: $51.9M | Put options by funds: $74.5M

Holders
438
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
6.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
155
Reduced
150
Closed
56
Calls
$51.9M
Puts
$74.5M
Net Calls
-$22.6M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
Rise Advisors
New York
$23.4K +$20.7K +283 New
CPG
377
Custom Portfolio Group
Colorado
$21.3K
QL
378
Quarry LP
New York
$20.3K -$19.9K -272 -53%
TPCW
379
TD Private Client Wealth
New York
$19.2K
AF
380
Allworth Financial
California
$19.1K
QCG
381
Quadrant Capital Group
Ohio
$18K
W
382
WealthCollab
Washington
$17.9K
SAM
383
Smartleaf Asset Management
Massachusetts
$17.5K +$5.13K +70 +45%
POIA
384
Pin Oak Investment Advisors
Texas
$17K
BCWM
385
Bartlett & Co Wealth Management
Ohio
$16.9K
NFSG
386
Newbridge Financial Services Group
Florida
$16.5K
FFA
387
Farther Finance Advisors
California
$15.4K +$146 +2 +1%
EBA
388
Eagle Bay Advisors
New York
$13.4K -$2.2K -30 -16%
JWM
389
Janiczek Wealth Management
Colorado
$13.3K +$10.6K +145 +906%
EC
390
EntryPoint Capital
New York
$12K +$10.6K +145 New
MHR
391
Matthew Hamilton Rosenberg
$11.7K -$4.54K -62 -31%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$10.7K
MIM
393
Macroview Investment Management
Maryland
$8.75K +$7.76K +106 New
DAM
394
Delta Asset Management
Tennessee
$8.26K
PFC
395
Phocas Financial Corp
California
$8.03K -$191K -2,605 -3%
GRP
396
Global Retirement Partners
California
$6.92K -$1.1K -15 -15%
HI
397
Harbour Investments
Wisconsin
$6.85K +$6.08K +83 New
WIM
398
Westside Investment Management
California
$6.36K
KFS
399
Kelly Financial Services
Massachusetts
$5.62K
CAM
400
Creekmur Asset Management
Illinois
$5.53K +$4.91K +67 New