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Encore Capital Group

158 hedge funds and large institutions have $1.41B invested in Encore Capital Group in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

61% more call options, than puts

Call options by funds: $6.71M | Put options by funds: $4.17M

11% more capital invested

Capital invested by funds: $1.27B → $1.41B (+$145M)

4.61% more ownership

Funds ownership: 116.78%121.39% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 160158 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
75
Reduced
41
Closed
19
Calls
$6.71M
Puts
$4.17M
Net Calls
+$2.54M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$4.02M +93,940 +3%
BRIM
2
Broad Run Investment Management
Virginia
$133M +$2.03M +47,469 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$129M +$19.5M +454,843 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M +$2.91M +67,943 +3%
HA
5
Homestead Advisers
Virginia
$101M
Invesco
6
Invesco
Georgia
$79.6M -$334K -7,819 -0.4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$71.1M -$479K -11,208 -0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$59.9M +$1.62M +37,931 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$55.7M +$12.2M +285,951 +30%
RMCP
10
Red Mountain Capital Partners
California
$36.1M -$14.6M -341,541 -30%
Ameriprise
11
Ameriprise
Minnesota
$30.2M -$7.85M -183,460 -22%
HAI
12
Hennessy Advisors Inc
California
$29.6M +$1.04M +24,400 +4%
Morgan Stanley
13
Morgan Stanley
New York
$28.5M +$5.03M +117,490 +23%
Northern Trust
14
Northern Trust
Illinois
$28.4M -$62.9K -1,471 -0.2%
State Street
15
State Street
Massachusetts
$27.3M +$623K +14,560 +2%
Millennium Management
16
Millennium Management
New York
$24.5M +$9.76M +228,145 +73%
CS
17
Credit Suisse
Switzerland
$23.2M +$409K +9,552 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17.9M -$5.76M -134,782 -25%
SGCIA
19
Smith Graham & Co Investment Advisors
Texas
$16.8M -$318K -7,430 -2%
CLM
20
ClearBridge LLC (Maryland)
Maryland
$16.2M -$219K -5,120 -1%
SCC
21
Second Curve Capital
Pennsylvania
$12.9M +$2.01M +47,000 +20%
Prudential Financial
22
Prudential Financial
New Jersey
$10.5M -$201K -4,700 -2%
PM
23
Pembroke Management
Quebec, Canada
$10.5M +$1.05M +24,500 +12%
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$10.4M +$9.84M +230,000 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10.2M +$385K +8,992 +4%

ECPG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q1 2018, worth a combined $1.41B — up 11% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ECPG and 17 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 75 added.

The largest buyer was William Blair Investment Management, adding an estimated $19.5M. The largest seller was Red Mountain Capital Partners, cutting an estimated $14.6M.

  • 158 institutional investors held Encore Capital Group (ECPG) as of Q1 2018, down from 160 in Q4 2017.
  • Funds reported $1.41B of Encore Capital Group stock for Q1 2018, up 11% quarter-over-quarter.
  • 17 funds opened new Encore Capital Group positions in Q1 2018 and 19 closed out, a net change of -2 holders.
  • The largest Encore Capital Group buyer in Q1 2018 was William Blair Investment Management, an estimated $19.5M added.
  • The largest Encore Capital Group seller in Q1 2018 was Red Mountain Capital Partners, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2018.