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Encore Capital Group

177 hedge funds and large institutions have $1.22B invested in Encore Capital Group in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,648% more call options, than puts

Call options by funds: $83.9M | Put options by funds: $3.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$150M)

2% more funds holding

Funds holding: 174177 (+3)

0.75% more ownership

Funds ownership: 108.34%109.09% (+0.75%)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
59
Reduced
67
Closed
16
Calls
$83.9M
Puts
$3.05M
Net Calls
+$80.8M
Net Calls Change
+$9.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M +$1.44M +30,321 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$122M +$178K +3,753 +0.1%
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$98.9M -$3.14M -66,206 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80M -$3.59M -75,535 -4%
SIMG
5
Stephens Investment Management Group
Texas
$53.8M +$255K +5,373 +0.5%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$51.5M +$56.1K +1,183 +0.1%
BRIM
7
Broad Run Investment Management
Virginia
$50.2M -$578K -12,179 -1%
B
8
BloombergSen
Ontario, Canada
$42.7M
State Street
9
State Street
Massachusetts
$42.6M +$123K +2,597 +0.3%
Goldman Sachs
10
Goldman Sachs
New York
$40.5M +$10.3M +217,902 +34%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$35.8M +$4.96M +104,509 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$32.8M -$7.1M -149,558 -18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27M +$648K +13,648 +2%
NSGL
14
No Street GP LP
California
$23.6M +$3.56M +75,000 +18%
Charles Schwab
15
Charles Schwab
California
$22.8M +$876K +18,467 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$18.2M -$115K -2,431 -0.6%
UBS Group
17
UBS Group
Switzerland
$17.5M +$886K +18,660 +5%
Northern Trust
18
Northern Trust
Illinois
$17.4M -$30.4K -641 -0.2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$14.3M -$579K -12,196 -4%
Morgan Stanley
20
Morgan Stanley
New York
$13.5M +$3.41M +71,778 +34%
BCM
21
Bridgeway Capital Management
Texas
$12.3M -$214K -4,512 -2%
P2P
22
Phase 2 Partners
California
$11.4M +$7.88M +166,014 +220%
RA
23
Royce & Associates
New York
$10.5M -$4.25M -89,573 -29%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$10.3M -$1.38M -29,025 -12%
Barclays
25
Barclays
United Kingdom
$9.35M +$1.75M +36,822 +23%

ECPG Hedge Fund Activity: Q3 2024 in Review

177 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2024, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ECPG positions and 16 closed out — a net gain of 4 holders — while 59 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $7.1M.

  • 177 institutional investors held Encore Capital Group (ECPG) as of Q3 2024, up from 174 in Q2 2024.
  • Funds reported $1.22B of Encore Capital Group stock for Q3 2024, up 14% quarter-over-quarter.
  • 20 funds opened new Encore Capital Group positions in Q3 2024 and 16 closed out, a net change of +4 holders.
  • The largest Encore Capital Group buyer in Q3 2024 was Goldman Sachs, an estimated $10.3M added.
  • The largest Encore Capital Group seller in Q3 2024 was Fidelity Investments, an estimated $7.1M sold.

Based on aggregated 13F filings for Q3 2024.