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Encore Capital Group

195 hedge funds and large institutions have $1.63B invested in Encore Capital Group in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

3% more funds holding

Funds holding: 189195 (+6)

1% more capital invested

Capital invested by funds: $1.61B → $1.63B (+$21.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 109.37%109.16% (-0.2%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

44% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $18.8M

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
58
Reduced
76
Closed
17
Calls
$10.5M
Puts
$18.8M
Net Calls
-$8.35M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M -$11.5M -242,118 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M -$9.09M -191,263 -6%
BRIM
3
Broad Run Investment Management
Virginia
$126M -$319K -6,723 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$114M +$102K +2,148 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$89.6M -$14.1K -297 -0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$87.2M +$865K +18,204 +1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$75.3M +$2.99M +62,928 +4%
TCAM
8
Turtle Creek Asset Management
Ontario, Canada
$70.5M -$647K -13,617 -0.9%
State Street
9
State Street
Massachusetts
$49.7M -$1.25M -26,336 -3%
B
10
BloombergSen
Ontario, Canada
$42.4M +$547K +11,509 +1%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$39.5M +$4.17M +87,708 +12%
Principal Financial Group
12
Principal Financial Group
Iowa
$38.8M -$357K -7,524 -0.9%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$37M -$1.88M -39,537 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$25.7M -$526K -11,067 -2%
Northern Trust
15
Northern Trust
Illinois
$24.9M -$844K -17,765 -3%
BCA
16
Bernzott Capital Advisors
California
$24.4M -$736K -15,499 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$22.5M -$1.78M -37,539 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17M -$322K -6,769 -2%
Bank of America
19
Bank of America
North Carolina
$16.9M +$3.48M +73,154 +27%
CS
20
Credit Suisse
Switzerland
$16.3M +$342K +7,204 +2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$15.5M +$771K +16,236 +5%
Charles Schwab
22
Charles Schwab
California
$15M +$500K +10,526 +4%
Norges Bank
23
Norges Bank
Norway
$14.6M
Wellington Management Group
24
Wellington Management Group
Massachusetts
$14.4M -$76K -1,600 -0.5%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$11.6M -$960K -20,214 -8%

ECPG Hedge Fund Activity: Q3 2021 in Review

195 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2021, worth a combined $1.63B — up 1.4% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ECPG positions and 17 closed out — a net gain of 8 holders — while 58 added to existing stakes and 76 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $4.17M. The largest seller was BlackRock, cutting an estimated $11.5M.

  • 195 institutional investors held Encore Capital Group (ECPG) as of Q3 2021, up from 189 in Q2 2021.
  • Funds reported $1.63B of Encore Capital Group stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 25 funds opened new Encore Capital Group positions in Q3 2021 and 17 closed out, a net change of +8 holders.
  • The largest Encore Capital Group buyer in Q3 2021 was Bank of Montreal, an estimated $4.17M added.
  • The largest Encore Capital Group seller in Q3 2021 was BlackRock, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2021.