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Encore Capital Group

183 hedge funds and large institutions have $1.27B invested in Encore Capital Group in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

46% more capital invested

Capital invested by funds: $873M → $1.27B (+$401M)

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

12% more funds holding

Funds holding: 163183 (+20)

0.77% less ownership

Funds ownership: 120.15%119.38% (-0.77%)

52% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $51.4M

Holders
183
Holders Change
+20
Holders Change %
+12.27%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
68
Reduced
54
Closed
17
Calls
$24.7M
Puts
$51.4M
Net Calls
-$26.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$665K +22,320 +0.5%
BRIM
2
Broad Run Investment Management
Virginia
$120M -$9.27M -311,213 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M -$1.94M -65,205 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$76.4M -$822K -27,585 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.6M +$6.35M +213,316 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$69.8M +$2.13M +71,535 +4%
SIMG
7
Stephens Investment Management Group
Texas
$58.6M +$721K +24,214 +1%
Invesco
8
Invesco
Georgia
$53.4M -$4.08M -136,959 -8%
B
9
BloombergSen
Ontario, Canada
$44.1M +$18.2M +611,468 +90%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$38.5M +$6.2M +208,208 +23%
State Street
11
State Street
Massachusetts
$33.3M +$561K +18,841 +2%
Northern Trust
12
Northern Trust
Illinois
$25.3M +$526K +17,667 +2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$22.3M -$41.9M -1,406,765 -68%
ClearBridge Investments
14
ClearBridge Investments
New York
$20M -$2.84M -95,198 -14%
WRF
15
Waddell & Reed Financial
Kansas
$19.1M +$1.83M +61,320 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.2M +$374K +12,546 +3%
Norges Bank
17
Norges Bank
Norway
$14.4M +$3.41M +114,587 +37%
RI
18
Redwood Investments
Massachusetts
$13.6M +$7.36M +246,945 +163%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13M +$219K +7,362 +2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$10.9M +$1.85M +62,049 +24%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$10.6M +$443K +14,866 +5%
PM
22
Pembroke Management
Quebec, Canada
$10.3M -$184K -6,179 -2%
SAM
23
Silvercrest Asset Management
New York
$10.2M +$8.86M +297,504 New
Bank of America
24
Bank of America
North Carolina
$9.74M -$2.22M -74,470 -21%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$9.55M +$4.13M +138,646 +96%

ECPG Hedge Fund Activity: Q2 2020 in Review

183 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q2 2020, worth a combined $1.27B — up 46% from $873M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ECPG positions and 17 closed out — a net gain of 21 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was BloombergSen, adding an estimated $18.2M. The largest seller was William Blair Investment Management, cutting an estimated $41.9M.

  • 183 institutional investors held Encore Capital Group (ECPG) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $1.27B of Encore Capital Group stock for Q2 2020, up 46% quarter-over-quarter.
  • 38 funds opened new Encore Capital Group positions in Q2 2020 and 17 closed out, a net change of +21 holders.
  • The largest Encore Capital Group buyer in Q2 2020 was BloombergSen, an estimated $18.2M added.
  • The largest Encore Capital Group seller in Q2 2020 was William Blair Investment Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q2 2020.