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Encore Capital Group

216 hedge funds and large institutions have $1.77B invested in Encore Capital Group in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10.72% more ownership

Funds ownership: 103.95%114.67% (+11%)

0% more funds holding

Funds holding: 216216 (0)

6% less capital invested

Capital invested by funds: $1.89B → $1.77B (-$122M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.97M

56% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 117

Holders
216
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
52
Reduced
117
Closed
19
Calls
$1.44M
Puts
$1.97M
Net Calls
-$529K
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$248M -$14.9M -228,004 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M -$2.78M -42,686 -2%
BRIM
3
Broad Run Investment Management
Virginia
$127M -$3.35M -51,379 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M +$2.28M +34,932 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$97.5M -$13.1M -200,854 -11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$89M -$252K -3,858 -0.3%
TCAM
7
Turtle Creek Asset Management
Ontario, Canada
$73M -$8.74M -134,047 -10%
B
8
BloombergSen
Ontario, Canada
$65.8M -$327K -5,013 -0.5%
State Street
9
State Street
Massachusetts
$54.5M -$619K -9,491 -1%
Principal Financial Group
10
Principal Financial Group
Iowa
$51.1M +$122K +1,878 +0.2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$43.9M -$24.3M -373,355 -35%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$38.1M -$15.5M -238,381 -28%
BCA
13
Bernzott Capital Advisors
California
$30.9M +$42.5K +652 +0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.2M -$1.49M -22,850 -5%
Northern Trust
15
Northern Trust
Illinois
$26.9M -$3.07M -47,034 -10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$26.8M -$3.13M -48,032 -10%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$26.7M +$5.52M +84,651 +25%
Invesco
18
Invesco
Georgia
$24.2M +$11.5M +177,084 +85%
Ameriprise
19
Ameriprise
Minnesota
$21.6M -$176K -2,702 -0.8%
BCM
20
Bridgeway Capital Management
Texas
$18.9M +$6.76M +103,700 +53%
Bank of America
21
Bank of America
North Carolina
$18.4M -$1.34M -20,499 -7%
CS
22
Credit Suisse
Switzerland
$17.9M -$23.5K -360 -0.1%
KCM
23
Key Colony Management
Arkansas
$17.7M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.3M -$669K -10,255 -4%
Charles Schwab
25
Charles Schwab
California
$16.8M -$738K -11,325 -4%

ECPG Hedge Fund Activity: Q1 2022 in Review

216 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q1 2022, worth a combined $1.77B — down 6.5% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ECPG positions and 19 closed out — a net gain of 3 holders — while 52 added to existing stakes and 117 trimmed.

The largest buyer was Invesco, adding an estimated $11.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $24.3M.

  • 216 institutional investors held Encore Capital Group (ECPG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $1.77B of Encore Capital Group stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 22 funds opened new Encore Capital Group positions in Q1 2022 and 19 closed out, a net change of +3 holders.
  • The largest Encore Capital Group buyer in Q1 2022 was Invesco, an estimated $11.5M added.
  • The largest Encore Capital Group seller in Q1 2022 was Massachusetts Financial Services, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2022.