The Ensign Group
ENSG
127 hedge funds and large institutions have $716M invested in The Ensign Group in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
6% more funds holding
Funds holding: 120 → 127 (+7)
4% more capital invested
Capital invested by funds: $691M → $716M (+$25.4M)
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$9.21M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
+$5.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.54M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$11.5M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$10.3M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$8.13M |
| 4 |
Bank of New York Mellon
New York
|
-$5.38M |
| 5 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Envestnet Asset Management
Chicago,
Illinois
| $3K | -$2.86K | -259 | -49% |
|
127
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $659 | +$29.1K | +2,633 | +5% |
|
|
BCM
128
Buckhead Capital Management
Atlanta,
Georgia
| – | -$3.56M | -339,307 | Closed |
|
|
BGIM
129
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$3.17M | -302,120 | Closed |
|
130
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$1.82M | -173,845 | Closed |
|
131
ProShare Advisors
Bethesda,
Maryland
| – | -$522K | -49,794 | Closed |
|
|
FA
132
FMA Advisory
Harrisburg,
Pennsylvania
| – | -$256K | -24,395 | Closed |
|
133
SG Americas Securities
New York
| – | -$145K | -13,861 | Closed |
|
134
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$18K | -1,736 | Closed |
|
|
GC
135
Globeflex Capital
San Diego,
California
| – | -$1K | -137 | Closed |
|
ENSG Hedge Fund Activity: Q4 2013 in Review
127 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in The Ensign Group (ENSG) for Q4 2013, worth a combined $716M — up 3.7% from $691M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ENSG positions and 8 closed out — a net gain of 7 holders — while 48 added to existing stakes and 50 trimmed.
The largest buyer was Opus Capital Group, adding an estimated $9.21M. The largest seller was Eagle Asset Management, cutting an estimated $11.5M.
- 127 institutional investors held The Ensign Group (ENSG) as of Q4 2013, up from 120 in Q3 2013.
- Funds reported $716M of The Ensign Group stock for Q4 2013, up 3.7% quarter-over-quarter.
- 15 funds opened new The Ensign Group positions in Q4 2013 and 8 closed out, a net change of +7 holders.
- The largest The Ensign Group buyer in Q4 2013 was Opus Capital Group, an estimated $9.21M added.
- The largest The Ensign Group seller in Q4 2013 was Eagle Asset Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2013.