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Encore Capital Group

202 hedge funds and large institutions have $1.43B invested in Encore Capital Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 58

12% more capital invested

Capital invested by funds: $1.27B → $1.43B (+$153M)

10% more funds holding

Funds holding: 183202 (+19)

1.39% less ownership

Funds ownership: 119.38%118% (-1.4%)

49% less call options, than puts

Call options by funds: $36.7M | Put options by funds: $72.1M

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
47
Increased
69
Reduced
58
Closed
27
Calls
$36.7M
Puts
$72.1M
Net Calls
-$35.4M
Net Calls Change
-$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M +$8.74M +219,067 +5%
BRIM
2
Broad Run Investment Management
Virginia
$124M -$12.1M -304,014 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M -$2.04M -51,115 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.9M +$6.25M +156,747 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$80.8M -$5.64M -141,278 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$73.1M -$8M -200,541 -10%
Invesco
7
Invesco
Georgia
$60.1M -$257K -6,446 -0.4%
SIMG
8
Stephens Investment Management Group
Texas
$56.4M -$10.1M -252,501 -15%
B
9
BloombergSen
Ontario, Canada
$49.7M -$142K -3,571 -0.3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$44.3M +$805K +20,184 +2%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$38.1M +$13.4M +335,072 +51%
State Street
12
State Street
Massachusetts
$37.6M +$24.4K +612 +0.1%
Northern Trust
13
Northern Trust
Illinois
$28.1M -$469K -11,768 -2%
ClearBridge Investments
14
ClearBridge Investments
New York
$19.8M -$2.84M -71,108 -12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.7M +$604K +15,151 +3%
Norges Bank
16
Norges Bank
Norway
$16.3M
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$15.8M +$6.86M +172,032 +72%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.3M +$639K +16,010 +4%
WRF
19
Waddell & Reed Financial
Kansas
$15.3M -$6.52M -163,346 -29%
RI
20
Redwood Investments
Massachusetts
$14.6M -$823K -20,633 -5%
SAM
21
Silvercrest Asset Management
New York
$12.4M +$999K +25,039 +8%
Bank of America
22
Bank of America
North Carolina
$11.9M +$978K +24,515 +9%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$11.8M -$187K -4,693 -2%
PM
24
Pembroke Management
Quebec, Canada
$11.6M -$50.7K -1,271 -0.4%
CS
25
Credit Suisse
Switzerland
$11.2M +$463K +11,618 +4%

ECPG Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2020, worth a combined $1.43B — up 12% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ECPG positions and 27 closed out — a net gain of 20 holders — while 69 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $13.4M. The largest seller was Broad Run Investment Management, cutting an estimated $12.1M.

  • 202 institutional investors held Encore Capital Group (ECPG) as of Q3 2020, up from 183 in Q2 2020.
  • Funds reported $1.43B of Encore Capital Group stock for Q3 2020, up 12% quarter-over-quarter.
  • 47 funds opened new Encore Capital Group positions in Q3 2020 and 27 closed out, a net change of +20 holders.
  • The largest Encore Capital Group buyer in Q3 2020 was William Blair Investment Management, an estimated $13.4M added.
  • The largest Encore Capital Group seller in Q3 2020 was Broad Run Investment Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2020.