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Encompass Health

483 hedge funds and large institutions have $9.24B invested in Encompass Health in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 173 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $4.85M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $8.21B → $9.24B (+$1.03B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1% more funds holding

Funds holding: 478483 (+5)

0.06% more ownership

Funds ownership: 95.08%95.14% (+0.06%)

12% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 196

Holders
483
Holders Change
+5
Holders Change %
+1.05%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
49
Increased
173
Reduced
196
Closed
39
Calls
$15.9M
Puts
$4.85M
Net Calls
+$11.1M
Net Calls Change
+$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oakworth Capital
Alabama
$44.6K
FFA
402
Farther Finance Advisors
California
$43.9K +$8.18K +91 +25%
PPA
403
Painted Porch Advisors
California
$43K
CMBA
404
C.M. Bidwell & Associates
Hawaii
$41.7K -$7.46K -83 -16%
SAM
405
Smartleaf Asset Management
Massachusetts
$41.3K +$9.71K +108 +34%
AWM
406
Avior Wealth Management
Nebraska
$40.4K +$37.6K +418 New
QCG
407
Quadrant Capital Group
Ohio
$40.2K +$8.09K +90 +28%
WT
408
Whittier Trust
California
$39.1K
VSQM
409
V-Square Quantitative Management
Illinois
$39K +$12.6K +140 +53%
CIAS
410
CBIZ Investment Advisory Services
Ohio
$31.8K +$1.89K +21 +7%
UB
411
UMB Bank
Missouri
$30.6K +$22.6K +252 +388%
GWM
412
Geneos Wealth Management
Colorado
$29.8K +$27.7K +308 New
CA
413
Centerpoint Advisors
Massachusetts
$29K
SFCL
414
Strengthening Families & Communities LLC
Massachusetts
$28.7K +$90 +1 +0.3%
RA
415
Rise Advisors
New York
$27.4K
VCM
416
Versant Capital Management
Arizona
$24.7K +$359 +4 +2%
W
417
WealthCollab
Washington
$21K
WBWA
418
William B. Walkup & Associates
South Carolina
$20K
BCWM
419
Bartlett & Co Wealth Management
Ohio
$19.7K
NFSG
420
Newbridge Financial Services Group
Florida
$19.3K
Baird Financial Group
421
Baird Financial Group
Wisconsin
$19.3K +$18K +200 New
POIA
422
Pin Oak Investment Advisors
Texas
$19K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$15.1K -$1.53K -17 -10%
DIP
424
DT Investment Partners
Pennsylvania
$14.3K +$13.3K +148 New
EBA
425
Eagle Bay Advisors
New York
$13.5K +$3.5K +39 +39%