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Encore Capital Group

191 hedge funds and large institutions have $1.37B invested in Encore Capital Group in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $18M | Put options by funds: $17.4M

1% more capital invested

Capital invested by funds: $1.35B → $1.37B (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.2% less ownership

Funds ownership: 111.11%108.9% (-2.2%)

10% less funds holding

Funds holding: 212191 (-21)

29% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 80

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
191
Holders Change
-21
Holders Change %
-9.91%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
57
Reduced
80
Closed
46
Calls
$18M
Puts
$17.4M
Net Calls
+$638K
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$214M +$17.1M +483,268 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M +$3.66M +103,078 +3%
BRIM
3
Broad Run Investment Management
Virginia
$106M -$10.9M -306,437 -10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$89.6M +$4.47M +125,889 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$86.6M -$2.73M -76,914 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$68.9M -$3.57M -100,549 -6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$58.1M -$1.07M -30,226 -2%
TCAM
8
Turtle Creek Asset Management
Ontario, Canada
$53.4M +$47.1M +1,328,290 New
William Blair Investment Management
9
William Blair Investment Management
Illinois
$41.3M +$3.08M +86,674 +9%
State Street
10
State Street
Massachusetts
$40.6M +$1M +28,218 +3%
B
11
BloombergSen
Ontario, Canada
$34.1M -$285K -8,033 -0.9%
Northern Trust
12
Northern Trust
Illinois
$21.4M -$6.42M -180,811 -25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.1M +$1.75M +49,415 +10%
BCA
14
Bernzott Capital Advisors
California
$20.4M +$2.05M +57,667 +13%
ClearBridge Investments
15
ClearBridge Investments
New York
$20M -$821K -23,146 -4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$19.8M +$1.71M +48,108 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.1M -$20.6K -581 -0.2%
Norges Bank
18
Norges Bank
Norway
$14M -$2.62M -73,748 -17%
Bank of America
19
Bank of America
North Carolina
$13M +$137K +3,854 +1%
SGCIA
20
Smith Graham & Co Investment Advisors
Texas
$11.6M -$445K -12,534 -4%
Charles Schwab
21
Charles Schwab
California
$11.5M +$315K +8,865 +3%
SIMG
22
Stephens Investment Management Group
Texas
$10.4M -$41.2M -1,160,291 -82%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$10M +$8.82M +248,681 New
CS
24
Credit Suisse
Switzerland
$9.75M -$355K -9,999 -4%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$9.14M -$2.88M -81,252 -26%

ECPG Hedge Fund Activity: Q1 2021 in Review

191 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q1 2021, worth a combined $1.37B — up 1.5% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ECPG and 26 opened new positions — a net loss of 20 holders — while 80 trimmed existing stakes and 57 added.

The largest buyer was Turtle Creek Asset Management, opening a new position worth an estimated $47.1M. The largest seller was Stephens Investment Management Group, cutting an estimated $41.2M.

  • 191 institutional investors held Encore Capital Group (ECPG) as of Q1 2021, down from 212 in Q4 2020.
  • Funds reported $1.37B of Encore Capital Group stock for Q1 2021, up 1.5% quarter-over-quarter.
  • 26 funds opened new Encore Capital Group positions in Q1 2021 and 46 closed out, a net change of -20 holders.
  • The largest Encore Capital Group buyer in Q1 2021 was Turtle Creek Asset Management, an estimated $47.1M added.
  • The largest Encore Capital Group seller in Q1 2021 was Stephens Investment Management Group, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2021.