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Encompass Health

240 hedge funds and large institutions have $3.7B invested in Encompass Health in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.81M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $3.12B → $3.7B (+$582M)

3.99% more ownership

Funds ownership: 115.99%119.98% (+4%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% less funds holding

Funds holding: 241240 (-1)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
6.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
79
Reduced
89
Closed
34
Calls
$2.82M
Puts
$1.81M
Net Calls
+$1.01M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$43.7M -$1.83M -53,483 -4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$40.4M -$20.3M -592,350 -34%
TCIM
28
TIAA CREF Investment Management
New York
$37.8M -$239K -6,983 -0.6%
Norges Bank
29
Norges Bank
Norway
$37.7M
AR
30
Advisory Research
Illinois
$37.2M +$36.1M +1,053,683 New
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$36.9M -$4.85M -141,698 -12%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$36.8M +$2.08M +60,699 +6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$36.2M -$25.3M -738,269 -42%
LI
34
LMCG Investments
Massachusetts
$34.2M +$12.6M +367,758 +61%
Ameriprise
35
Ameriprise
Minnesota
$31.3M +$3.41M +99,570 +13%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$30.2M +$10.2M +298,715 +54%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$30.1M +$5.31M +155,240 +22%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$26.6M +$2.78M +81,159 +12%
Principal Financial Group
39
Principal Financial Group
Iowa
$26.5M -$5.44M -158,963 -17%
CRCP
40
Copper Rock Capital Partners
Massachusetts
$25.8M +$2.72M +79,562 +12%
Stifel Financial
41
Stifel Financial
Missouri
$24.6M +$3.66M +106,939 +18%
RA
42
Royce & Associates
New York
$23.9M -$9.4M -274,655 -29%
BA
43
Broadview Advisors
Wisconsin
$23.3M -$1.13M -32,997 -5%
RFC
44
Russell Frank Company
Washington
$22.5M -$7.55M -220,607 -26%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$21.3M +$370K +10,810 +2%
GC
46
GW Capital
Washington
$20.5M +$463K +13,532 +2%
RP
47
Reinhart Partners
Wisconsin
$19.8M +$14.1M +412,221 +277%
RHJA
48
Rice Hall James & Associates
California
$19.7M -$342K -9,999 -2%
Wells Fargo
49
Wells Fargo
California
$18M +$1.76M +51,563 +11%
HCMT
50
Highland Capital Management (Texas)
Texas
$17.9M +$14.4M +420,321 +489%