ENSIGN GROUP INC ENSG
COM · Common Stock · CUSIP 29358P101 · ISIN US29358P1012
- SectorHealth care
- IndustryServices-Skilled Nursing Care Facilities
- HeadquartersSan Juan Capistrano, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.8m this quarter). Holder counts are more reliable. Shares outstanding: 56.9m as of 2024-04-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $124.38. Options: 6 managers hold calls ($3.6m notional), 4 hold puts ($2.1m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 313 |
| Q4 2022 | 342 |
| Q1 2023 | 341 |
| Q2 2023 | 341 |
| Q3 2023 | 353 |
| Q4 2023 | 374 |
| Q1 2024 | 407 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 166 | 149 |
| Q1 2023 | 172 | 147 |
| Q2 2023 | 151 | 171 |
| Q3 2023 | 164 | 167 |
| Q4 2023 | 168 | 170 |
| Q1 2024 | 191 | 196 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.6m | $1.2m | 0.71 |
| Q3 2023 | $3.2m | $826.8k | 0.26 |
| Q4 2023 | $3.1m | $953.8k | 0.31 |
| Q1 2024 | $3.6m | $2.1m | 0.58 |
Biggest buyers
| MORGAN STANLEY | Added | +711.0k |
| FMR LLC | Added | +288.1k |
| P2 Capital Partners, LLC | New | +230.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +148.2k |
| Invesco Ltd. | Added | +74.9k |
| Ziegler Capital Management, LLC | Added | +73.6k |
| GOLDMAN SACHS GROUP INC | Added | +67.7k |
| BANK OF AMERICA CORP /DE/ | Added | +51.5k |
| FIRST TRUST ADVISORS LP | Added | +48.2k |
| Gillson Capital LP | New | +44.0k |
Biggest sellers
| BlackRock Inc. | Reduced | -686.2k |
| WASATCH ADVISORS LP | Reduced | -361.3k |
| Crewe Advisors LLC | Reduced | -110.7k |
| Capital Research Global Investors | Reduced | -80.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -78.4k |
| AXA S.A. | Reduced | -78.1k |
| Van Berkom & Associates Inc. | Reduced | -76.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Reduced | -57.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -51.9k |
| LOOMIS SAYLES & CO L P | Reduced | -49.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m17.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m8.3k shares |
| PEAK6 Investments LLC | Added | $261.3k2.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $136.0k1.1k shares |
| Watts Gwilliam & Co., LLC | First filing | $41.0k25.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Added | $1.8m14.3k shares |
| CITADEL ADVISORS LLC | Added | $248.8k2.0k shares |
| Watts Gwilliam & Co., LLC | First filing | $59.1k20.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-28 | 9.1% |
| BAILLIE GIFFORD & CO 13G · institution new · filed 2026-02-09 | 7.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WASATCH ADVISORS LP (4.9%, 2026-02-10)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 1 | $10.9m | — |
| Q3 2022 | 0 | — | 2 | $1.8m | — |
| Q4 2022 | 0 | — | 3 | $2.5m | — |
| Q1 2023 | 0 | — | 3 | $5.4m | $3.2m |
| Q2 2023 | 0 | — | 3 | $11.7m | $11.7m |
| Q3 2023 | 0 | — | 4 | $4.1m | $4.1m |
| Q4 2023 | 0 | — | 2 | $1.9m | $1.9m |
| Q1 2024 | 0 | — | 3 | $15.0m | $15.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-14 | Wittekind Beverly B. VP and General Counsel | Sold plan | $1.2m10.0k shares |
| 2024-02-15 | Shaw Daren Director | Sold plan | $718.0k6.0k shares |
| 2024-02-08 | Christensen Christopher R. Executive Chairman, director · by Trust | Sold plan | $692.7k5.9k shares |
| 2024-02-08 | Christensen Christopher R. Executive Chairman, director · By Hobble Creek Investments, LLC | Sold plan | $421.1k3.6k shares |
| 2024-02-08 | Christensen Christopher R. Executive Chairman, director | Sold plan | $155.9k1.3k shares |
| 2024-02-07 | Christensen Christopher R. Executive Chairman, director · By Hobble Creek Investments, LLC | Sold plan | $4.2m35.6k shares |
| 2024-02-07 | Christensen Christopher R. Executive Chairman, director · by Trust | Sold plan | $740.8k6.3k shares |
| 2024-02-06 | Christensen Christopher R. Executive Chairman, director · By Hobble Creek Investments, LLC | Sold plan | $5.3m45.3k shares |
| 2024-02-06 | Christensen Christopher R. Executive Chairman, director · by Trust | Sold plan | $1.5m12.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.03% of their portfolio | 9.3m $1.2bn | Reduced -686.2k |
| VANGUARD GROUP INC 0.02% of their portfolio | 6.7m $828.8m | Added +39.7k |
| WASATCH ADVISORS LP 2.71% of their portfolio | 4.2m $518.9m | Reduced -361.3k |
| Capital Research Global Investors 0.07% of their portfolio | 2.5m $316.0m | Reduced -80.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.34% of their portfolio | 2.5m $307.4m | Reduced -16.2k |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $269.8m | Added +711.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $261.3m | Added +25.2k |
| RIVERBRIDGE PARTNERS LLC 2.04% of their portfolio | 1.3m $167.5m | Reduced -39.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.3m $160.1m | Added +8.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $155.1m | Added +34.1k |
| FMR LLC 0.01% of their portfolio | 1.2m $143.9m | Added +288.1k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 1.1m $138.2m | Reduced -15.8k |
| Crewe Advisors LLC 15.96% of their portfolio | 1.1m $136.9m | Reduced -110.7k |
| Copeland Capital Management, LLC 2.33% of their portfolio | 1.0m $128.3m | Added +21.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 870.0k $108.2m | Reduced -1.4k |
| Van Berkom & Associates Inc. 3.04% of their portfolio | 858.8k $106.9m | Reduced -76.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 776.7k $96.6m | Reduced -6.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 746.1k $92.8m | Added +14.0k |
| NORGES BANK 0.01% of their portfolio | 619.6k $77.1m | Added +39.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 522.5k $65.0m | Added +24.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 511.6k $63.7m | Reduced -28.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 457.1k $56.9m | Added +51.5k |
| Invesco Ltd. 0.01% of their portfolio | 382.4k $47.6m | Added +74.9k |
| Owls Nest Partners IA, LLC 12.38% of their portfolio | 375.8k $46.8m | Added +12.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 375.3k $46.7m | Reduced -27.8k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 357.5k $44.5m | Reduced -49.0k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.09% of their portfolio | 350.2k $43.6m | Reduced -9.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 349.2k $43.4m | Added +9.4k |
| Clark Capital Management Group, Inc. 0.32% of their portfolio | 339.9k $42.3m | Reduced -2.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 305.2k $38.0m | Added +1.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 274.1k $34.1m | Reduced -4.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 268.3k $33.4m | Reduced -20.2k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 264.7k $32.9m | Reduced -11.9k |
| SEGALL BRYANT & HAMILL, LLC 0.60% of their portfolio | 256.3k $31.9m | Reduced -9.1k |
| GAGNON SECURITIES LLC 7.41% of their portfolio | 251.8k $31.3m | Reduced -14.2k |
| P2 Capital Partners, LLC 3.38% of their portfolio | 230.0k $28.6m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 225.7k $28.1m | Reduced -78.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 205.4k $25.6m | Reduced -1.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 199.2k $24.8m | Reduced -9.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 194.3k $24.2m | Added +67.7k |
| EAGLE ASSET MANAGEMENT INC 0.12% of their portfolio | 193.4k $24.0m | Reduced -8.8k |
| Legal & General Group Plc 0.01% of their portfolio | 189.0k $23.5m | Reduced -5.0k |
| AXIOM INVESTORS LLC /DE 0.20% of their portfolio | 183.4k $22.8m | Reduced -3.9k |
| BESSEMER GROUP INC 0.04% of their portfolio | 182.1k $22.7m | Added +37.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 175.5k $21.8m | Reduced -6.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 165.9k $20.6m | Reduced -51.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 165.3k $20.6m | Added +148.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 156.2k $19.4m | Reduced -57.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 122.7k $15.3m | Added +2.2k |
| Ziegler Capital Management, LLC 0.55% of their portfolio | 116.9k $14.5m | Added +73.6k |
| Public Sector Pension Investment Board 0.10% of their portfolio | 115.2k $14.3m | Reduced -1.9k |
| Epoch Investment Partners, Inc. 0.06% of their portfolio | 111.6k $13.9m | Reduced -19.6k |
| Swiss National Bank 0.01% of their portfolio | 111.4k $13.9m | Added +700 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 94.3k $11.7m | Added +2.1k |
| BARD ASSOCIATES INC 4.20% of their portfolio | 93.9k $11.7m | Reduced -1.5k |
| EULAV Asset Management 0.32% of their portfolio | 92.5k $11.5m | Added +16.0k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 91.6k $11.4m | Added +17.9k |
| Keeley-Teton Advisors, LLC 1.39% of their portfolio | 91.0k $11.3m | Reduced -2.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 84.8k $10.5m | Reduced -13.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 81.8k $10.2m | Added +48.2k |
| Kent Lake Capital LLC 4.34% of their portfolio | 80.0k $10.0m | Unchanged |
| Bahl & Gaynor LLC 0.06% of their portfolio | 79.7k $9.9m | Added +639 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 75.9k $9.4m | Added +2.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 75.8k $9.4m | Added +7.6k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 74.2k $9.2m | Reduced -13.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 73.8k $9.2m | Reduced -875 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 73.2k $9.1m | Added +863 |
| ProShare Advisors LLC 0.02% of their portfolio | 72.0k $9.0m | Reduced -7.7k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.52% of their portfolio | 71.7k $8.9m | Reduced -775 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 69.8k $8.7m | Added +14.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.13% of their portfolio | 69.3k $8.6m | Reduced -16.5k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 69.2k $8.6m | Added +25.3k |
| Focus Partners Wealth 0.07% of their portfolio | 68.9k $8.6m | Reduced -37.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.1k $8.4m | Reduced -1.1k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% of their portfolio | 65.5k $8.2m | Added +6.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 64.9k $8.1m | Reduced -3.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 64.2k $8.0m | Reduced -6.8k |
| UBS Group AG 0.00% of their portfolio | 63.6k $7.9m | Reduced -1.2k |
| Aptus Capital Advisors, LLC 0.17% of their portfolio | 62.3k $7.8m | Added +6.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 62.3k $7.7m | Reduced -16.5k |
| BARCLAYS PLC 0.00% of their portfolio | 59.2k $7.4m | Reduced -48.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 57.8k $7.2m | Reduced -2.6k |
| Bridge City Capital, LLC 2.61% of their portfolio | 57.6k $7.2m | Reduced -3.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 56.3k $7.0m | Reduced -2.8k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 53.7k $6.7m | Reduced -5.3k |
| Hillsdale Investment Management Inc. 0.53% of their portfolio | 53.7k $6.7m | Added +1.8k |
| CITIGROUP INC 0.01% of their portfolio | 53.1k $6.6m | Added +12.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 52.2k $6.5m | Added +6.6k |
| Bridgewater Associates, LP 0.03% of their portfolio | 50.5k $6.3m | Reduced -8.3k |
| AXA S.A. 0.02% of their portfolio | 49.9k $6.2m | Reduced -78.1k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 49.2k $6.1m | Added +427 |
| COMERICA BANK 0.03% of their portfolio | 47.5k $5.9m | Reduced -3.2k |
| D.A. DAVIDSON & CO. 0.05% of their portfolio | 44.5k $5.5m | Reduced -237 |
| Gillson Capital LP 0.52% of their portfolio | 44.0k $5.5m | New |
| Illinois Municipal Retirement Fund 0.08% of their portfolio | 44.0k $5.5m | Reduced -1.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 42.5k $5.3m | Unchanged |
| Grandeur Peak Global Advisors, LLC 0.41% of their portfolio | 41.5k $5.2m | New |
| B. Metzler seel. Sohn & Co. AG 0.06% of their portfolio | 40.9k $5.1m | Reduced -6.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 39.7k $4.9m | Reduced -1.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 39.2k $4.9m | Reduced -606 |