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Encompass Health

404 hedge funds and large institutions have $7.55B invested in Encompass Health in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $13.7M

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.24% more ownership

Funds ownership: 116.65%116.89% (+0.24%)

0% more funds holding

Funds holding: 404404 (0)

1% less capital invested

Capital invested by funds: $7.62B → $7.55B (-$71.2M)

6% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 152

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
404
Holders Change
Holders Change %
0%
% of All Funds
7.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
50
Increased
143
Reduced
152
Closed
49
Calls
$18.9M
Puts
$13.7M
Net Calls
+$5.21M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$70.2M +$12.3M +187,884 +21%
Principal Financial Group
27
Principal Financial Group
Iowa
$63.9M +$5.78M +88,630 +10%
ITP
28
Iron Triangle Partners
Connecticut
$63.5M +$22.5M +345,675 +55%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$61.2M +$12.2M +186,374 +25%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$60.7M -$1.92M -29,435 -3%
CCM
31
Copeland Capital Management
Pennsylvania
$59.2M +$4.8M +73,545 +9%
RP
32
Reinhart Partners
Wisconsin
$59.2M +$950K +14,563 +2%
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.2M -$4.99M -76,553 -9%
DLPIC
34
Davide Leone & Partners Investment Company
United Kingdom
$49.8M +$35.7M +547,409 +252%
Wells Fargo
35
Wells Fargo
California
$46.7M -$4.44M -68,079 -9%
WCM
36
Wedge Capital Management
North Carolina
$44M -$22.6M -347,221 -34%
Morgan Stanley
37
Morgan Stanley
New York
$43M +$26.3M +403,270 +157%
PCA
38
Personal Capital Advisors
California
$42.9M +$1.9M +29,098 +5%
Capital Research Global Investors
39
Capital Research Global Investors
California
$42.8M
RSCM
40
Rock Springs Capital Management
Maryland
$41M
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$40.4M +$31.8M +487,339 +366%
Charles Schwab
42
Charles Schwab
California
$40.4M -$720K -11,036 -2%
Truist Financial
43
Truist Financial
North Carolina
$39.2M -$6.81M -104,486 -15%
Goldman Sachs
44
Goldman Sachs
New York
$35.5M +$1.86M +28,556 +6%
N
45
Nuveen
North Carolina
$34.5M -$1.48M -22,621 -4%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$30.6M +$3.6M +55,237 +13%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$30.2M +$30.2M +463,458 New
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$28.7M -$1.35M -20,663 -4%
EOJOAM
49
E. Ohman J:or Asset Management
Sweden
$27.7M +$12.8M +196,896 +86%
VLKIM
50
Van Lanschot Kempen Investment Management
Netherlands
$27.1M +$10.8M +165,044 +66%