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Encompass Health

354 hedge funds and large institutions have $5.22B invested in Encompass Health in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 99 increasing their positions, 111 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $1.14M

137% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 43

19% more capital invested

Capital invested by funds: $4.39B → $5.22B (+$825M)

18% more funds holding

Funds holding: 300354 (+54)

2.49% more ownership

Funds ownership: 114.91%117.4% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 111

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
354
Holders Change
+54
Holders Change %
+18%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
102
Increased
99
Reduced
111
Closed
43
Calls
$4.28M
Puts
$1.14M
Net Calls
+$3.14M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$622M +$11.7M +274,057 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$517M +$11M +256,891 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$235M +$5.29M +123,463 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$222M +$4.51M +105,205 +2%
State Street
5
State Street
Massachusetts
$192M -$6.63M -154,555 -4%
Ameriprise
6
Ameriprise
Minnesota
$139M +$128M +2,984,900 +4,128%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$116M +$15.2M +355,320 +16%
Invesco
8
Invesco
Georgia
$109M -$30.2M -704,220 -23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$106M +$2.04M +47,597 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$104M -$6.45M -150,357 -6%
Victory Capital Management
11
Victory Capital Management
Texas
$102M +$182K +4,251 +0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$90.3M -$527K -12,285 -0.6%
APG Asset Management
13
APG Asset Management
Netherlands
$90.1M +$26.3M +613,542 +34%
Northern Trust
14
Northern Trust
Illinois
$88.8M +$7.68M +179,120 +10%
Norges Bank
15
Norges Bank
Norway
$79.7M
Principal Financial Group
16
Principal Financial Group
Iowa
$76.6M -$179K -4,175 -0.2%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.4M -$242K -5,642 -0.3%
DCM
18
Daruma Capital Management
New York
$68.3M -$603K -14,060 -0.9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$66M +$1.82M +42,444 +3%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$62.4M -$40.8M -952,203 -41%
EAM
21
Eagle Asset Management
Florida
$60.9M -$58M -1,353,743 -50%
TCIM
22
TIAA CREF Investment Management
New York
$58.8M -$10M -233,510 -15%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$58.2M +$1.23M +28,696 +2%
Wells Fargo
24
Wells Fargo
California
$57.3M -$8.83M -206,069 -14%
Macquarie Group
25
Macquarie Group
Australia
$54.1M +$50.9M +1,188,458 +114,605%