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Credit Acceptance

202 hedge funds and large institutions have $4.28B invested in Credit Acceptance in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

3% more funds holding

Funds holding: 197202 (+5)

0.83% less ownership

Funds ownership: 72.72%71.89% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

20% less capital invested

Capital invested by funds: $5.37B → $4.28B (-$1.09B)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

51% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $192M

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
34
Increased
59
Reduced
70
Closed
27
Calls
$94.9M
Puts
$192M
Net Calls
-$97.1M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$589M
VVP
2
Vulcan Value Partners
Alabama
$538M +$142M +337,034 +27%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$437M +$35.8M +85,063 +7%
Principal Financial Group
4
Principal Financial Group
Iowa
$411M -$7.25M -17,221 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$296M -$21M -49,985 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$237M -$7.27M -17,279 -2%
GC
7
Gobi Capital
California
$193M
BlackRock
8
BlackRock
New York
$150M -$20.8M -49,373 -10%
B
9
BloombergSen
Ontario, Canada
$121M -$52.4M -124,556 -26%
BMO
10
Beck Mack & Oliver
New York
$108M +$4M +9,499 +3%
CCM
11
Cantillon Capital Management
New York
$97.7M -$1.5M -3,575 -1%
RC
12
RV Capital
Switzerland
$62M
ABI
13
Abrams Bison Investments
Maryland
$60.9M -$34.6M -82,150 -31%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.8M -$5.08M -12,074 -6%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$55.1M +$96.3K +229 +0.1%
IFLIT
16
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$54.7M
BWA
17
Brave Warrior Advisors
New York
$48M +$59.7M +141,794 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$46.3M -$10.2M -24,272 -15%
GIG
19
Goodnow Investment Group
Connecticut
$43.5M -$2.22M -5,280 -4%
Northern Trust
20
Northern Trust
Illinois
$41.5M -$217K -516 -0.4%
State Street
21
State Street
Massachusetts
$40.7M -$2.17M -5,163 -4%
TWS
22
Thomas W. Smith
$33.9M
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.9M +$4.73M +11,241 +15%
Norges Bank
24
Norges Bank
Norway
$29.8M -$4.5M -10,701 -11%
SCM
25
Smead Capital Management
Arizona
$28.6M +$1.9M +4,516 +6%

CACC Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Credit Acceptance (CACC) for Q3 2020, worth a combined $4.28B — down 20% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CACC positions and 27 closed out — a net gain of 7 holders — while 59 added to existing stakes and 70 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $142M. The largest seller was Immersion Capital, exiting entirely with an estimated $108M sold.

  • 202 institutional investors held Credit Acceptance (CACC) as of Q3 2020, up from 197 in Q2 2020.
  • Funds reported $4.28B of Credit Acceptance stock for Q3 2020, down 20% quarter-over-quarter.
  • 34 funds opened new Credit Acceptance positions in Q3 2020 and 27 closed out, a net change of +7 holders.
  • The largest Credit Acceptance buyer in Q3 2020 was Vulcan Value Partners, an estimated $142M added.
  • The largest Credit Acceptance seller in Q3 2020 was Immersion Capital, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2020.