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Encore Capital Group
ECPG

Overview Fund Activity

192 hedge funds and large institutions have $1.34B invested in Encore Capital Group in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+9
Holders Change %
+4.92%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
56
Reduced
77
Closed
20
Calls
$1.02M
Puts
$10.9M
Net Calls
-$9.83M
Net Calls Change
+$8.35M

Top Buyers

1
SIMG
1
Stephens Investment Management Group
Texas
$46.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.9M
3
BlackRock
3
BlackRock
New York
$200M
4
UBS Group
4
UBS Group
Switzerland
$14.3M
5
RA
5
Royce & Associates
New York
$13.1M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$32.8M
2
CS
2
Credit Suisse
Switzerland
$1.83M
3
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$103M
4
BCA
4
Bernzott Capital Advisors
California
$0
5
Millennium Management
5
Millennium Management
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
176
ICA Group Wealth Management
Colorado
$2.79K +$2.79K +55 New
W
177
WealthCollab
Washington
$2.74K +$2.74K +54 New
GRP
178
Global Retirement Partners
California
$2.51K -$296 -6 -11%
EWA
179
EverSource Wealth Advisors
Alabama
$2.03K -$5.28K -104 -72%
Bessemer Group
180
Bessemer Group
New Jersey
$2K -$1.8K -27 -47%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$1.57K -$1.32K -26 -46%
PWMG
182
Private Wealth Management Group
New Jersey
$1.32K +$1.32K +26 New
AW
183
Avion Wealth
Texas
$1K – – –
SS
184
Sunbelt Securities
Texas
$964 – – –
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$863 – – –
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$761 – – –
FFA
187
Farther Finance Advisors
California
$660 -$812 -16 -55%
RFG
188
RFP Financial Group
Georgia
$558 – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$356 -$4.88K -96 -93%
AWM
190
Abound Wealth Management
Tennessee
$356 – – –
GI
191
Gradient Investments
Minnesota
$254 – – –
BCA
192
Bernzott Capital Advisors
California
– -$6.88M -144,044 Closed
ECM
193
ExodusPoint Capital Management
New York
– -$945K -19,776 Closed
ZP
194
Zimmer Partners
New York
– -$740K -15,500 Closed
Boston Partners
195
Boston Partners
Massachusetts
– -$536K -11,214 Closed
DC
196
Diametric Capital
Massachusetts
– -$387K -8,103 Closed
MOS
197
MGO One Seven
Ohio
– -$363K -7,595 Closed
ACP
198
Arcus Capital Partners
Georgia
– -$271K -5,669 Closed
KCM
199
Kendall Capital Management
Maryland
– -$258K -5,395 Closed
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
– -$230K -4,823 Closed
5 6 7
8
9