We are live on ! Find out more
ECPG icon

Encore Capital Group

183 hedge funds and large institutions have $1.24B invested in Encore Capital Group in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% less capital invested

Capital invested by funds: $1.29B → $1.24B (-$45.2M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

1% less funds holding

Funds holding: 185183 (-2)

2.35% less ownership

Funds ownership: 112.87%110.52% (-2.4%)

98% less call options, than puts

Call options by funds: $391K | Put options by funds: $18.6M

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
64
Reduced
70
Closed
19
Calls
$391K
Puts
$18.6M
Net Calls
-$18.2M
Net Calls Change
-$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$179M -$4.76M -96,965 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$122M +$112K +2,286 +0.1%
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$104M +$289K +5,900 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.4M -$1.49M -30,364 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$80.2M +$549K +11,195 +0.7%
BRIM
6
Broad Run Investment Management
Virginia
$58.9M -$841K -17,140 -1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$51.8M
B
8
BloombergSen
Ontario, Canada
$44.7M -$223K -4,542 -0.5%
State Street
9
State Street
Massachusetts
$42.2M -$55.9K -1,139 -0.1%
Principal Financial Group
10
Principal Financial Group
Iowa
$39.3M -$795K -16,207 -2%
SIMG
11
Stephens Investment Management Group
Texas
$24.6M +$9.78M +199,426 +63%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.7M +$799K +16,284 +3%
Northern Trust
13
Northern Trust
Illinois
$19.5M -$139K -2,842 -0.7%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$19M +$2.24M +45,598 +13%
Charles Schwab
15
Charles Schwab
California
$17.9M +$1.97M +40,258 +12%
NSGL
16
No Street GP LP
California
$16M +$10.8M +219,871 +191%
ClearBridge Investments
17
ClearBridge Investments
New York
$15.9M -$448K -9,126 -3%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$15.2M -$54K -1,101 -0.3%
BCM
19
Bridgeway Capital Management
Texas
$12.9M +$248K +5,056 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.3M -$114K -2,320 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.2M -$949K -19,345 -8%
Invesco
22
Invesco
Georgia
$11.1M +$640K +13,045 +6%
PCA
23
Prospect Capital Advisors
California
$10.3M +$1.77M +36,050 +20%
Norges Bank
24
Norges Bank
Norway
$9.23M -$616K -12,565 -6%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$9.15M -$89.3K -1,820 -0.9%

ECPG Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2023, worth a combined $1.24B — down 3.5% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ECPG and 18 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 64 added.

The largest buyer was No Street GP LP, adding an estimated $10.8M. The largest seller was Bank of Montreal, cutting an estimated $8.06M.

  • 183 institutional investors held Encore Capital Group (ECPG) as of Q3 2023, down from 185 in Q2 2023.
  • Funds reported $1.24B of Encore Capital Group stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 18 funds opened new Encore Capital Group positions in Q3 2023 and 19 closed out, a net change of -1 holder.
  • The largest Encore Capital Group buyer in Q3 2023 was No Street GP LP, an estimated $10.8M added.
  • The largest Encore Capital Group seller in Q3 2023 was Bank of Montreal, an estimated $8.06M sold.

Based on aggregated 13F filings for Q3 2023.