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Encompass Health

478 hedge funds and large institutions have $8.21B invested in Encompass Health in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 173 increasing their positions, 165 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 29

50% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $9.45M

9% more funds holding

Funds holding: 438478 (+40)

5% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 165

3% more capital invested

Capital invested by funds: $7.96B → $8.21B (+$242M)

1.32% less ownership

Funds ownership: 96.4%95.08% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
74
Increased
173
Reduced
165
Closed
29
Calls
$14.2M
Puts
$9.45M
Net Calls
+$4.75M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$14.8K +$3.69K +44 +34%
GLR
427
Great Lakes Retirement
Ohio
$13K +$12.7K +151 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$11.9K -$14.3K -171 -55%
VF
429
VitalStone Financial
Texas
$11K +$10.7K +128 New
CA
430
Clearstead Advisors
Ohio
$10.3K +$7.89K +94 +362%
LC
431
Lindbrook Capital
California
$10.1K +$5.37K +64 +119%
GRP
432
Global Retirement Partners
California
$9.6K +$2.35K +28 +33%
EBA
433
Eagle Bay Advisors
New York
$8.66K -$5.12K -61 -38%
DAM
434
Delta Asset Management
Tennessee
$8.58K
PFC
435
Phocas Financial Corp
California
$7.24K -$1.08M -12,863 -13%
S
436
Sachetta
Massachusetts
$7.14K
HI
437
Harbour Investments
Wisconsin
$7.12K
ATPW
438
Ashton Thomas Private Wealth
Arizona
$6.69K +$6.55K +78 New
WIM
439
Westside Investment Management
California
$6.61K
KFS
440
Kelly Financial Services
Massachusetts
$5.83K
CAM
441
Creekmur Asset Management
Illinois
$5.75K
AAG
442
Armstrong Advisory Group
Massachusetts
$5.58K
UB
443
UMB Bank
Missouri
$5.58K +$3.19K +38 +141%
JWA
444
JFS Wealth Advisors
Pennsylvania
$5.41K
VWM
445
Venturi Wealth Management
Texas
$5.23K +$5.12K +61 New
BTI
446
Blue Trust Inc
Georgia
$5.2K +$5.29K +63 New
FNWA
447
Financial Network Wealth Advisors
Utah
$4.82K +$4.53K +54 New
Mitsubishi UFJ Asset Management
448
Mitsubishi UFJ Asset Management
Japan
$4.2K
PWMG
449
Private Wealth Management Group
New Jersey
$4.2K
Jones Financial Companies
450
Jones Financial Companies
Missouri
$4.2K +$4.11K +49 New