The Ensign Group
ENSG
156 hedge funds and large institutions have $808M invested in The Ensign Group in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 35 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 39
3.69% less ownership
Funds ownership: 93.9% → 90.21% (-3.7%)
13% less funds holding
Funds holding: 180 → 156 (-24)
18% less capital invested
Capital invested by funds: $988M → $808M (-$180M)
51% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 35
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$114M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.5M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$8.49M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$5.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$20.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$15.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$13.6M |
| 5 |
SC
Sessa Capital
New York
|
-$5.55M |
ENSG Hedge Fund Activity: Q1 2017 in Review
156 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in The Ensign Group (ENSG) for Q1 2017, worth a combined $808M — down 18% from $988M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ENSG and 17 opened new positions — a net loss of 18 holders — while 39 trimmed existing stakes and 66 added.
The largest buyer was BlackRock, adding an estimated $114M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $20.9M sold.
- 156 institutional investors held The Ensign Group (ENSG) as of Q1 2017, down from 180 in Q4 2016.
- Funds reported $808M of The Ensign Group stock for Q1 2017, down 18% quarter-over-quarter.
- 17 funds opened new The Ensign Group positions in Q1 2017 and 35 closed out, a net change of -18 holders.
- The largest The Ensign Group buyer in Q1 2017 was BlackRock, an estimated $114M added.
- The largest The Ensign Group seller in Q1 2017 was Peregrine Capital Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2017.