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Encore Capital Group

216 hedge funds and large institutions have $1.89B invested in Encore Capital Group in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $1.63B → $1.89B (+$259M)

11% more funds holding

Funds holding: 195216 (+21)

4% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 74

5.21% less ownership

Funds ownership: 109.16%103.95% (-5.2%)

92% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $19.9M

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
41
Increased
71
Reduced
74
Closed
19
Calls
$1.55M
Puts
$19.9M
Net Calls
-$18.4M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$44.2M -785,766 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M -$31.5M -559,030 -17%
BRIM
3
Broad Run Investment Management
Virginia
$129M -$26.9M -477,091 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$111M +$608K +10,800 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$109M -$3.53M -62,619 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$88.4M -$50M -888,299 -38%
TCAM
7
Turtle Creek Asset Management
Ontario, Canada
$80.6M -$7.44M -132,077 -9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$66.7M -$25.7M -456,108 -30%
B
9
BloombergSen
Ontario, Canada
$65.5M +$10.9M +194,267 +23%
State Street
10
State Street
Massachusetts
$54.5M -$7.32M -130,033 -13%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$52.5M +$5.36M +95,158 +13%
Principal Financial Group
12
Principal Financial Group
Iowa
$50.5M +$1.43M +25,411 +3%
BCA
13
Bernzott Capital Advisors
California
$30.5M -$198K -3,508 -0.7%
Northern Trust
14
Northern Trust
Illinois
$29.6M -$1.7M -30,166 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$29.3M -$2.8M -49,714 -10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$28.5M -$18.5M -328,728 -41%
ClearBridge Investments
17
ClearBridge Investments
New York
$27.5M -$808K -14,342 -3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$22.3M +$19.3M +342,780 +2,156%
Ameriprise
19
Ameriprise
Minnesota
$21.6M +$8.95M +158,988 +84%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$21.1M +$1.46M +25,852 +8%
Bank of America
21
Bank of America
North Carolina
$19.5M -$1.63M -28,893 -8%
Norges Bank
22
Norges Bank
Norway
$18.4M
CS
23
Credit Suisse
Switzerland
$17.8M -$2.53M -44,877 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.8M -$3.37M -59,780 -17%
KCM
25
Key Colony Management
Arkansas
$17.5M +$15.9M +282,529 New

ECPG Hedge Fund Activity: Q4 2021 in Review

216 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q4 2021, worth a combined $1.89B — up 16% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ECPG positions and 19 closed out — a net gain of 22 holders — while 71 added to existing stakes and 74 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $19.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $50M.

  • 216 institutional investors held Encore Capital Group (ECPG) as of Q4 2021, up from 195 in Q3 2021.
  • Funds reported $1.89B of Encore Capital Group stock for Q4 2021, up 16% quarter-over-quarter.
  • 41 funds opened new Encore Capital Group positions in Q4 2021 and 19 closed out, a net change of +22 holders.
  • The largest Encore Capital Group buyer in Q4 2021 was Arrowstreet Capital, an estimated $19.3M added.
  • The largest Encore Capital Group seller in Q4 2021 was T. Rowe Price Associates, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.