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Encore Capital Group

150 hedge funds and large institutions have $1.27B invested in Encore Capital Group in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$93.5M)

7% less funds holding

Funds holding: 162150 (-12)

10.81% less ownership

Funds ownership: 125.95%115.14% (-11%)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

83% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $28.5M

Holders
150
Holders Change
-12
Holders Change %
-7.41%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
66
Reduced
34
Closed
26
Calls
$4.76M
Puts
$28.5M
Net Calls
-$23.8M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BRIM
1
Broad Run Investment Management
Virginia
$137M +$32.1M +848,060 +29%
BlackRock
2
BlackRock
New York
$133M +$9.05M +239,012 +7%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$121M +$9.16M +241,683 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.6M +$11.2M +294,742 +12%
HA
5
Homestead Advisers
Virginia
$79.8M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$66.2M +$17.7M +467,331 +34%
Invesco
7
Invesco
Georgia
$63.4M -$967K -25,536 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.8M +$2.81M +74,285 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$51.2M +$4.75M +125,284 +10%
Ameriprise
10
Ameriprise
Minnesota
$28.1M +$1.3M +34,345 +5%
CS
11
Credit Suisse
Switzerland
$27.9M +$9.2M +242,915 +45%
State Street
12
State Street
Massachusetts
$25.4M +$2.2M +57,949 +9%
Northern Trust
13
Northern Trust
Illinois
$23.8M -$346K -9,122 -1%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$20.4M +$11.4M +300,000 +111%
Morgan Stanley
15
Morgan Stanley
New York
$19.9M -$4.76M -125,525 -18%
ClearBridge Investments
16
ClearBridge Investments
New York
$16.3M +$17.2M +454,760 +967,574%
SCC
17
Second Curve Capital
Pennsylvania
$15.8M +$4.55M +120,000 +38%
PM
18
Pembroke Management
Quebec, Canada
$15M +$7.28M +192,200 +85%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.9M +$863K +22,785 +6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$14.4M +$15.2M +399,978 +42,962%
Millennium Management
21
Millennium Management
New York
$14.2M -$11.4M -300,217 -43%
RMCP
22
Red Mountain Capital Partners
California
$14.1M -$2.97M -78,456 -17%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$13M -$297K -7,830 -2%
Norges Bank
24
Norges Bank
Norway
$11M
SIMG
25
Stephens Investment Management Group
Texas
$10.5M +$11.1M +293,510 New

ECPG Hedge Fund Activity: Q3 2018 in Review

150 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2018, worth a combined $1.27B — up 7.9% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ECPG and 15 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 66 added.

The largest buyer was Broad Run Investment Management, adding an estimated $32.1M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $23.4M sold.

  • 150 institutional investors held Encore Capital Group (ECPG) as of Q3 2018, down from 162 in Q2 2018.
  • Funds reported $1.27B of Encore Capital Group stock for Q3 2018, up 7.9% quarter-over-quarter.
  • 15 funds opened new Encore Capital Group positions in Q3 2018 and 26 closed out, a net change of -11 holders.
  • The largest Encore Capital Group buyer in Q3 2018 was Broad Run Investment Management, an estimated $32.1M added.
  • The largest Encore Capital Group seller in Q3 2018 was Hennessy Advisors Inc, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2018.