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Encompass Health

387 hedge funds and large institutions have $6.34B invested in Encompass Health in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $5.07B → $6.34B (+$1.27B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.85% less ownership

Funds ownership: 94.43%93.58% (-0.85%)

1% less funds holding

Funds holding: 392387 (-5)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

33% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 167

41% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $14.8M

Holders
387
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
40
Increased
112
Reduced
167
Closed
45
Calls
$8.73M
Puts
$14.8M
Net Calls
-$6.03M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$55.2M -$495K -7,906 -1%
Millennium Management
27
Millennium Management
New York
$54.1M -$12.9M -206,125 -21%
Capital Research Global Investors
28
Capital Research Global Investors
California
$53.3M
Ameriprise
29
Ameriprise
Minnesota
$52.6M -$18M -286,426 -27%
RP
30
Reinhart Partners
Wisconsin
$50.3M -$226K -3,608 -0.5%
EIP
31
Epoch Investment Partners
New York
$49.1M +$3.94M +62,816 +9%
JCM
32
Junto Capital Management
New York
$47.3M +$43.8M +698,497 New
Morgan Stanley
33
Morgan Stanley
New York
$43.6M -$6.78M -108,199 -14%
N
34
Nuveen
North Carolina
$42.7M +$995K +15,871 +3%
Charles Schwab
35
Charles Schwab
California
$41.9M -$176K -2,809 -0.5%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$41.8M +$1.22M +19,399 +3%
LI
37
Leeward Investments
Massachusetts
$39.9M -$7.01M -111,862 -16%
Holocene Advisors
38
Holocene Advisors
New York
$38.9M +$34.8M +556,060 +3,070%
SFM
39
Systematic Financial Management
New Jersey
$32.2M -$874K -13,952 -3%
Prudential Financial
40
Prudential Financial
New Jersey
$31.1M +$21.6M +344,411 +298%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$30M -$1.5M -23,918 -5%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$27.3M +$4.79M +76,483 +23%
Principal Financial Group
43
Principal Financial Group
Iowa
$25.5M -$1.14M -18,161 -5%
WCM
44
Wedge Capital Management
North Carolina
$24.7M -$8.82M -140,750 -28%
Wells Fargo
45
Wells Fargo
California
$24.6M -$3.38M -53,964 -13%
HA
46
Heartland Advisors
Wisconsin
$24.3M -$9.19M -146,718 -29%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$20.2M +$190K +3,034 +1%
SEI Investments
48
SEI Investments
Pennsylvania
$19.5M +$338K +5,396 +2%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$19.1M -$76K -1,212 -0.4%
William Blair & Company
50
William Blair & Company
Illinois
$18.9M -$639K -10,199 -4%