The Ensign Group
ENSG
282 hedge funds and large institutions have $3.34B invested in The Ensign Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 28 closing their positions.
115% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $831K
96% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 28
33% more capital invested
Capital invested by funds: $2.51B → $3.34B (+$827M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 255 → 282 (+27)
2.38% more ownership
Funds ownership: 81.85% → 84.24% (+2.4%)
5% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$21.5M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$21M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
| 4 |
BlackRock
New York
|
+$17.8M |
| 5 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$16.2M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$8.31M |
| 3 |
EP
Eversept Partners
New York
|
-$7.32M |
| 4 |
Goldman Sachs
New York
|
-$5.96M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Lazard Asset Management
New York
| – | -$39K | -687 | Closed |
|
|
BBL
302
Beck Bode LLC
Dedham,
Massachusetts
| – | -$29K | -500 | Closed |
|
303
Simplex Trading
Chicago,
Illinois
| – | -$20.9K | -315 | Closed |
|
|
AAM
304
Advisors Asset Management
Monument,
Colorado
| – | -$11K | -199 | Closed |
|
305
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -60 | Closed |
|
|
PCM
306
Prelude Capital Management
New York
| – | -$3K | -50 | Closed |
|
|
PWMG
307
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -32 | Closed |
|
|
SSB
308
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -28 | Closed |
|
|
BWA
309
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$1K | -22 | Closed |
|
ENSG Hedge Fund Activity: Q4 2020 in Review
282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in The Ensign Group (ENSG) for Q4 2020, worth a combined $3.34B — up 33% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ENSG positions and 28 closed out — a net gain of 27 holders — while 101 added to existing stakes and 96 trimmed.
The largest buyer was Riverbridge Partners, adding an estimated $21.5M. The largest seller was Copeland Capital Management, cutting an estimated $16.2M.
- 282 institutional investors held The Ensign Group (ENSG) as of Q4 2020, up from 255 in Q3 2020.
- Funds reported $3.34B of The Ensign Group stock for Q4 2020, up 33% quarter-over-quarter.
- 55 funds opened new The Ensign Group positions in Q4 2020 and 28 closed out, a net change of +27 holders.
- The largest The Ensign Group buyer in Q4 2020 was Riverbridge Partners, an estimated $21.5M added.
- The largest The Ensign Group seller in Q4 2020 was Copeland Capital Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2020.