The Ensign Group
ENSG
286 hedge funds and large institutions have $4.53B invested in The Ensign Group in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 123 reducing their positions, and 40 closing their positions.
36% more capital invested
Capital invested by funds: $3.34B → $4.53B (+$1.19B)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
20% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 40
10% more call options, than puts
Call options by funds: $1.63M | Put options by funds: $1.48M
4.1% more ownership
Funds ownership: 84.24% → 88.33% (+4.1%)
1% more funds holding
Funds holding: 282 → 286 (+4)
28% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$88.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.1M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$52.6M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$36M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$26M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20M |
| 3 |
EP
Eversept Partners
New York
|
-$15.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$11M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$9.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
AssetMark Inc
Concord,
California
| – | -$1K | -19 | Closed |
|
ENSG Hedge Fund Activity: Q1 2021 in Review
286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The Ensign Group (ENSG) for Q1 2021, worth a combined $4.53B — up 36% from $3.34B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ENSG positions and 40 closed out — a net gain of 8 holders — while 88 added to existing stakes and 123 trimmed.
The largest buyer was Crewe Advisors, adding an estimated $88.9M. The largest seller was Wasatch Advisors, cutting an estimated $26M.
- 286 institutional investors held The Ensign Group (ENSG) as of Q1 2021, up from 282 in Q4 2020.
- Funds reported $4.53B of The Ensign Group stock for Q1 2021, up 36% quarter-over-quarter.
- 48 funds opened new The Ensign Group positions in Q1 2021 and 40 closed out, a net change of +8 holders.
- The largest The Ensign Group buyer in Q1 2021 was Crewe Advisors, an estimated $88.9M added.
- The largest The Ensign Group seller in Q1 2021 was Wasatch Advisors, an estimated $26M sold.
Based on aggregated 13F filings for Q1 2021.