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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$644M -$23.7M -377,399 -4%
BlackRock
2
BlackRock
New York
$630M -$26.3M -419,819 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$609M -$11.9M -189,647 -2%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$361M +$1.65M +26,349 +0.5%
Invesco
5
Invesco
Georgia
$220M +$55.8M +889,747 +38%
JP Morgan Chase
6
JP Morgan Chase
New York
$210M -$3.03M -48,370 -2%
State Street
7
State Street
Massachusetts
$192M -$2.54M -40,543 -1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$147M +$23.1M +367,846 +20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$125M -$15.8M -252,090 -12%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$120M +$45.8M +731,015 +70%
Brown Advisory
11
Brown Advisory
Maryland
$115M +$1.9M +30,347 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$110M +$4.87M +77,735 +5%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$107M +$2.97M +47,417 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$104M -$144K -2,297 -0.1%
CCM
15
Copeland Capital Management
Pennsylvania
$86.1M +$2.8M +44,696 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$83.4M +$44.5M +710,207 +136%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$82.9M +$3.07M +48,994 +4%
MF
18
Magnetar Financial
Illinois
$76.5M -$49.3M -787,382 -41%
Victory Capital Management
19
Victory Capital Management
Texas
$73.4M +$539K +8,606 +0.8%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$70.5M -$1.53M -24,458 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$68.3M -$7.15M -114,111 -10%
TCM
22
TimesSquare Capital Management
New York
$66.6M -$10.1M -161,390 -14%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$66.2M -$5.6M -89,430 -8%
Norges Bank
24
Norges Bank
Norway
$66M -$1.78M -28,428 -3%
PIM
25
Paradice Investment Management
Colorado
$56.5M -$1.05M -16,729 -2%