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Encompass Health

478 hedge funds and large institutions have $8.21B invested in Encompass Health in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 173 increasing their positions, 165 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 29

50% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $9.45M

9% more funds holding

Funds holding: 438478 (+40)

5% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 165

3% more capital invested

Capital invested by funds: $7.96B → $8.21B (+$242M)

1.32% less ownership

Funds ownership: 96.4%95.08% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
74
Increased
173
Reduced
165
Closed
29
Calls
$14.2M
Puts
$9.45M
Net Calls
+$4.75M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$879M +$6.32M +75,287 +0.7%
BlackRock
2
BlackRock
New York
$776M -$5.97M -71,114 -0.8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$591M -$95.5M -1,138,239 -14%
Invesco
4
Invesco
Georgia
$437M +$13.6M +161,537 +3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$334M -$15.6M -185,898 -5%
State Street
6
State Street
Massachusetts
$258M +$2M +23,795 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$192M -$11.5M -136,801 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$170M +$30M +357,960 +22%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$166M -$29.1M -347,074 -15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$156M +$1.87M +22,311 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$142M +$3.28M +39,103 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$136M +$2.32M +27,613 +2%
Brown Advisory
13
Brown Advisory
Maryland
$134M -$15M -178,366 -10%
Citadel Advisors
14
Citadel Advisors
Florida
$132M +$56.4M +672,404 +78%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$130M -$9.59M -114,250 -7%
EIP
16
Epoch Investment Partners
New York
$126M -$10.9M -129,865 -8%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$125M -$58.9M -701,785 -32%
CCM
18
Copeland Capital Management
Pennsylvania
$109M +$1.24M +14,795 +1%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$98.1M +$50.6M +603,174 +112%
Norges Bank
20
Norges Bank
Norway
$97.7M +$1.62M +19,294 +2%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$88M -$21.7M -258,223 -20%
8KM
22
8 Knots Management
Texas
$83.9M
Northern Trust
23
Northern Trust
Illinois
$77.7M +$6.79M +80,856 +10%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$74.8M +$12.7M +151,609 +21%
JCM
25
Junto Capital Management
New York
$72.8M +$10.1M +120,436 +17%