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Encore Capital Group

207 hedge funds and large institutions have $1.23B invested in Encore Capital Group in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.99% more ownership

Funds ownership: 114.11%116.09% (+2%)

3% less funds holding

Funds holding: 214207 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

22% less capital invested

Capital invested by funds: $1.58B → $1.23B (-$349M)

31% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $24M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
27
Increased
67
Reduced
85
Closed
31
Calls
$16.6M
Puts
$24M
Net Calls
-$7.39M
Net Calls Change
-$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$182M -$3.3M -57,339 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M -$4.89M -85,116 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$86.1M +$3.4M +59,170 +3%
BRIM
4
Broad Run Investment Management
Virginia
$79.9M -$9.94M -172,838 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$74.1M +$1.99M +34,567 +2%
TCAM
6
Turtle Creek Asset Management
Ontario, Canada
$66.6M +$20.4M +355,260 +32%
B
7
BloombergSen
Ontario, Canada
$50.1M -$4.65M -80,921 -7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$47.4M +$60M +1,043,143 New
State Street
9
State Street
Massachusetts
$38.4M -$322K -5,603 -0.7%
Principal Financial Group
10
Principal Financial Group
Iowa
$37.3M -$4.55M -79,168 -9%
Bank of America
11
Bank of America
North Carolina
$23.2M +$11M +191,255 +60%
CS
12
Credit Suisse
Switzerland
$21.6M +$7.5M +130,341 +38%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.5M -$991K -17,231 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$20.1M +$178K +3,087 +0.7%
BCA
15
Bernzott Capital Advisors
California
$19.3M -$3.92M -68,202 -14%
Northern Trust
16
Northern Trust
Illinois
$18.9M -$240K -4,171 -1%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$16.6M -$5.91M -102,724 -22%
Invesco
18
Invesco
Georgia
$16.5M -$628K -10,913 -3%
BCM
19
Bridgeway Capital Management
Texas
$13M -$914K -15,900 -5%
Charles Schwab
20
Charles Schwab
California
$12.3M +$229K +3,987 +2%
ClearBridge Investments
21
ClearBridge Investments
New York
$12.2M -$2.04M -35,396 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.6M +$223K +3,873 +2%
Millennium Management
23
Millennium Management
New York
$10.6M +$11.6M +202,038 +657%
Ameriprise
24
Ameriprise
Minnesota
$10.5M -$5.3M -92,215 -29%
Norges Bank
25
Norges Bank
Norway
$9.93M +$558K +9,697 +5%

ECPG Hedge Fund Activity: Q3 2022 in Review

207 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2022, worth a combined $1.23B — down 22% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ECPG and 27 opened new positions — a net loss of 4 holders — while 85 trimmed existing stakes and 67 added.

The largest buyer was Turtle Creek Asset Management, adding an estimated $20.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.6M.

  • 207 institutional investors held Encore Capital Group (ECPG) as of Q3 2022, down from 214 in Q2 2022.
  • Funds reported $1.23B of Encore Capital Group stock for Q3 2022, down 22% quarter-over-quarter.
  • 27 funds opened new Encore Capital Group positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Encore Capital Group buyer in Q3 2022 was Turtle Creek Asset Management, an estimated $20.4M added.
  • The largest Encore Capital Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2022.