The Ensign Group
ENSG
232 hedge funds and large institutions have $1.85B invested in The Ensign Group in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 23 closing their positions.
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $1.69B → $1.85B (+$161M)
7% more funds holding
Funds holding: 217 → 232 (+15)
9% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 86
1.59% less ownership
Funds ownership: 83.95% → 82.36% (-1.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
78% less call options, than puts
Call options by funds: $296K | Put options by funds: $1.36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$25.2M |
| 2 |
BlackRock
New York
|
+$12M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.08M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$8.61M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Polar Capital
London,
United Kingdom
|
-$20.2M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$14M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$12.4M |
| 4 |
Millennium Management
New York
|
-$11.5M |
| 5 |
RA
Royce & Associates
New York
|
-$8.2M |
ENSG Hedge Fund Activity: Q2 2020 in Review
232 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in The Ensign Group (ENSG) for Q2 2020, worth a combined $1.85B — up 9.5% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ENSG positions and 23 closed out — a net gain of 16 holders — while 78 added to existing stakes and 86 trimmed.
The largest buyer was Riverbridge Partners, opening a new position worth an estimated $25.2M. The largest seller was Polar Capital, exiting entirely with an estimated $20.2M sold.
- 232 institutional investors held The Ensign Group (ENSG) as of Q2 2020, up from 217 in Q1 2020.
- Funds reported $1.85B of The Ensign Group stock for Q2 2020, up 9.5% quarter-over-quarter.
- 39 funds opened new The Ensign Group positions in Q2 2020 and 23 closed out, a net change of +16 holders.
- The largest The Ensign Group buyer in Q2 2020 was Riverbridge Partners, an estimated $25.2M added.
- The largest The Ensign Group seller in Q2 2020 was Polar Capital, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2020.