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Encompass Health

241 hedge funds and large institutions have $3.12B invested in Encompass Health in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

9% more funds holding

Funds holding: 222241 (+19)

6% more capital invested

Capital invested by funds: $2.94B → $3.12B (+$176M)

1.6% more ownership

Funds ownership: 114.39%115.99% (+1.6%)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less call options, than puts

Call options by funds: $528K | Put options by funds: $999K

Holders
241
Holders Change
+19
Holders Change %
+8.56%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
43
Increased
82
Reduced
83
Closed
21
Calls
$528K
Puts
$999K
Net Calls
-$471K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$36.4M +$1.14M +36,652 +3%
TCIM
27
TIAA CREF Investment Management
New York
$33M -$689K -22,100 -2%
Norges Bank
28
Norges Bank
Norway
$32.7M +$1.48M +47,522 +5%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$30M +$5.86M +188,060 +24%
RA
30
Royce & Associates
New York
$29.1M
Principal Financial Group
31
Principal Financial Group
Iowa
$27.9M +$6.06M +194,447 +27%
RFC
32
Russell Frank Company
Washington
$26.6M +$7.61M +243,995 +40%
Stifel Financial
33
Stifel Financial
Missouri
$24.8M +$3.44M +110,431 +23%
Morgan Stanley
34
Morgan Stanley
New York
$24.6M -$858K -27,513 -3%
Ameriprise
35
Ameriprise
Minnesota
$24.1M +$179K +5,743 +0.7%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$22.5M -$6.89M -221,070 -23%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$21.3M -$2M -64,233 -8%
BA
38
Broadview Advisors
Wisconsin
$21.2M +$1.44M +46,321 +7%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$20.6M +$1.19M +38,288 +6%
FAM
40
Fred Alger Management
New York
$20.5M -$7.22M -231,636 -26%
CRCP
41
Copper Rock Capital Partners
Massachusetts
$19.9M +$1.4M +44,940 +7%
LI
42
LMCG Investments
Massachusetts
$18.4M +$1.38M +44,340 +8%
SFM
43
Systematic Financial Management
New Jersey
$18M +$4.27M +136,896 +30%
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$18M -$465K -14,923 -2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$17.8M -$6.74M -216,309 -27%
RHJA
46
Rice Hall James & Associates
California
$17.4M -$425K -13,646 -2%
GC
47
GW Capital
Washington
$17.3M +$6.11M +195,981 +53%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$17.1M +$1.87M +59,957 +12%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$16.9M +$2.69M +86,358 +19%
KCM
50
Kennedy Capital Management
Missouri
$15.6M +$3.95M +126,642 +33%