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Encore Capital Group

160 hedge funds and large institutions have $1.27B invested in Encore Capital Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

15% more funds holding

Funds holding: 139160 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

2.63% less ownership

Funds ownership: 119.41%116.78% (-2.6%)

7% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$95.6M)

41% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $3.14M

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
51
Reduced
53
Closed
10
Calls
$1.85M
Puts
$3.14M
Net Calls
-$1.29M
Net Calls Change
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$127M +$23.7M +518,665 +21%
BRIM
2
Broad Run Investment Management
Virginia
$121M -$511K -11,187 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$102M +$9.78M +214,065 +10%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$101M +$435K +9,526 +0.4%
HA
5
Homestead Advisers
Virginia
$93.7M
Invesco
6
Invesco
Georgia
$74.4M -$9.65M -211,190 -11%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$66.7M -$16.7M -365,450 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.2M -$240K -5,249 -0.4%
RMCP
9
Red Mountain Capital Partners
California
$48M -$11.2M -245,918 -18%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$39.8M -$22.1M -483,018 -34%
Ameriprise
11
Ameriprise
Minnesota
$35.9M +$598K +13,095 +2%
HAI
12
Hennessy Advisors Inc
California
$26.5M +$28.8M +630,100 New
Northern Trust
13
Northern Trust
Illinois
$26.5M -$212K -4,638 -0.7%
State Street
14
State Street
Massachusetts
$24.8M +$1.13M +24,836 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.3M -$696K -15,230 -3%
Morgan Stanley
16
Morgan Stanley
New York
$21.6M +$1.89M +41,382 +9%
CS
17
Credit Suisse
Switzerland
$21.2M +$930K +20,359 +4%
SGCIA
18
Smith Graham & Co Investment Advisors
Texas
$15.9M +$342K +7,480 +2%
CLM
19
ClearBridge LLC (Maryland)
Maryland
$15.3M +$2.65M +57,940 +19%
Millennium Management
20
Millennium Management
New York
$13.2M +$14.3M +314,112 New
SCC
21
Second Curve Capital
Pennsylvania
$10M -$3.06M -67,000 -22%
Prudential Financial
22
Prudential Financial
New Jersey
$9.99M -$361K -7,900 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.16M +$91.8K +2,009 +0.9%
PCM
24
Peregrine Capital Management
Minnesota
$9.14M -$766K -16,771 -7%
PM
25
Pembroke Management
Quebec, Canada
$8.72M -$6.56M -143,600 -41%

ECPG Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q4 2017, worth a combined $1.27B — down 7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ECPG positions and 10 closed out — a net gain of 21 holders — while 51 added to existing stakes and 53 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $28.8M. The largest seller was Fidelity Investments, cutting an estimated $22.1M.

  • 160 institutional investors held Encore Capital Group (ECPG) as of Q4 2017, up from 139 in Q3 2017.
  • Funds reported $1.27B of Encore Capital Group stock for Q4 2017, down 7% quarter-over-quarter.
  • 31 funds opened new Encore Capital Group positions in Q4 2017 and 10 closed out, a net change of +21 holders.
  • The largest Encore Capital Group buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $28.8M added.
  • The largest Encore Capital Group seller in Q4 2017 was Fidelity Investments, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2017.