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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
First Trust Advisors
51
First Trust Advisors
Illinois
$18.6M +$2.78M +44,398 +19%
SAM
52
Silvercrest Asset Management
New York
$18.4M +$1.62M +25,851 +11%
Truist Financial
53
Truist Financial
North Carolina
$18.2M -$1M -16,015 -6%
PI
54
Putnam Investments
Massachusetts
$17.6M +$11.3M +180,637 +227%
WP
55
Woodline Partners
California
$17.3M +$16M +254,867 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$16.9M -$8.15M -130,015 -34%
Fidelity International
57
Fidelity International
Bermuda
$16.4M -$3.51M -55,962 -19%
GC
58
Guggenheim Capital
Illinois
$16.2M +$600K +9,575 +4%
FWIA
59
Fort Washington Investment Advisors
Ohio
$15.9M +$1.24M +19,720 +9%
AllianceBernstein
60
AllianceBernstein
Tennessee
$15.3M +$1.72M +27,419 +14%
GLA
61
Great Lakes Advisors
Illinois
$15.1M +$143K +2,285 +1%
IHAM
62
Integral Health Asset Management
New York
$14.9M +$13.8M +220,000 New
Swiss National Bank
63
Swiss National Bank
Switzerland
$14.7M +$113K +1,800 +0.8%
BCA
64
Bernzott Capital Advisors
California
$14.3M -$3.89M -62,019 -23%
ACB
65
Aristotle Capital Boston
Massachusetts
$14M +$565K +9,010 +5%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$13.1M -$513K -8,178 -4%
EAM
67
Eventide Asset Management
Massachusetts
$12.9M
Amundi
68
Amundi
France
$12.7M +$4.29M +68,512 +57%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$11.8M +$654K +10,435 +6%
Legal & General Group
70
Legal & General Group
United Kingdom
$11.6M +$1.18M +18,880 +12%
BFM
71
Boothbay Fund Management
New York
$11.5M -$8.16M -130,223 -43%
Bank of America
72
Bank of America
North Carolina
$11.4M -$4.84M -77,181 -32%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$11.3M -$25.8M -412,027 -71%
UBS Group
74
UBS Group
Switzerland
$11M +$1.78M +28,336 +21%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$10.7M -$5.29M -84,440 -35%