Donald Smith & Company Decreased Holding in Aercap Holdings (AER) by $23.32 Million; As Ensign Group (ENSG) Share Price Rose, Aqr Capital Management Has Upped Its Stake

AerCap Holdings N.V. (NYSE:AER) Logo

Aqr Capital Management Llc increased its stake in Ensign Group Inc (ENSG) by 37.43% based on its latest 2018Q3 regulatory filing with the SEC. Aqr Capital Management Llc bought 9,858 shares as the company’s stock rose 25.79% while stock markets declined. The hedge fund held 36,197 shares of the health care company at the end of 2018Q3, valued at $1.37 million, up from 26,339 at the end of the previous reported quarter. Aqr Capital Management Llc who had been investing in Ensign Group Inc for a number of months, seems to be bullish on the $2.66 billion market cap company. The stock decreased 0.67% or $0.34 during the last trading session, reaching $50.41. About 298,490 shares traded. The Ensign Group, Inc. (NASDAQ:ENSG) has risen 99.82% since February 14, 2018 and is uptrending. It has outperformed by 99.82% the S&P500. Some Historical ENSG News: 02/05/2018 – ENSIGN GROUP 1Q ADJ EPS 45C, EST. 45C; 21/04/2018 – DJ Ensign Group Inc, Inst Holders, 1Q 2018 (ENSG); 03/05/2018 – Ensign Group Company Marketing Set By Stephens Inc. for May. 10; 07/05/2018 – ENSIGN ENERGY SERVICES INC ESI.TO – QTRLY FFO PER SHARE OF $0.34; 03/04/2018 – ENSIGN GROUP – ARIZONA FACILITY INCLUDES ADJACENT 50-BED LONG-TERM ACUTE CARE HOSPITAL; 03/04/2018 – ENSIGN GROUP BUYS AZ SKILLED NURSING FACILITY; 12/04/2018 – ENSIGN CLOSES SECOND TRANCHE OF PRIVATE PLACEMENT OF UNSECURED, SUBORDINATED CONVERTIBLE DEBENTURES; 10/05/2018 – NHI Purchases Two Skilled Nursing Facilities for Ensign Portfolio; 16/05/2018 – ENSIGN GROUP INC ENSG.O : RBC RAISES TARGET PRICE TO $35 FROM $28; 02/05/2018 – ENSIGN GROUP 1Q REV. $492.1M, EST. $485.1M

Donald Smith & Company Inc decreased its stake in Aercap Holdings (AER) by 5.53% based on its latest 2018Q3 regulatory filing with the SEC. Donald Smith & Company Inc sold 409,113 shares as the company’s stock declined 14.37% with the market. The institutional investor held 6.99M shares of the diversified commercial services company at the end of 2018Q3, valued at $402.34 million, down from 7.40 million at the end of the previous reported quarter. Donald Smith & Company Inc who had been investing in Aercap Holdings for a number of months, seems to be less bullish one the $6.98B market cap company. The stock increased 0.78% or $0.37 during the last trading session, reaching $47.51. About 1.14 million shares traded. AerCap Holdings N.V. (NYSE:AER) has declined 6.92% since February 14, 2018 and is downtrending. It has underperformed by 6.92% the S&P500. Some Historical AER News: 03/05/2018 – AERCAP HOLDINGS – QTRLY TOTAL REVENUES AND OTHER INCOME $1,219.1 MLN, UP 1 PCT; 13/04/2018 – AERCAP SAYS COO ERWIN DEN DIKKEN HAS DIED; 07/05/2018 – AERCAP HOLDINGS NV AER.N : CITIGROUP RAISES TARGET PRICE TO $60 FROM $57; 05/04/2018 – AerCap Leased, Purchased and Sold 114 Aircraft in the 1Q 2018; 23/03/2018 – Barings Alternative Investments Expands Aviation Investment Platform Through Partnership with Genesis Aircraft Services; 11/04/2018 – Report: Exploring Fundamental Drivers Behind Athene Holding, Aercap Holdings N.V, Amdocs, Signet Jewelers, Canadian Imperial Ba; 03/05/2018 – AerCap Holdings Authorizes New $200M Share-Repurchase Program; 03/05/2018 – AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2018; 15/05/2018 – MANGROVE CAPITAL BOOSTED AER, CECO, GPRE, VRTS, EQC IN 1Q: 13F; 03/05/2018 – AERCAP HOLDINGS 1Q EPS $1.72

Donald Smith & Company Inc, which manages about $6.25 billion and $3.21B US Long portfolio, upped its stake in Avianca Holdings (NYSE:AVH) by 715,377 shares to 2.07 million shares, valued at $11.64 million in 2018Q3, according to the filing. It also increased its holding in Alamos Gold by 320,553 shares in the quarter, for a total of 1.51 million shares, and has risen its stake in Blue Capital Reinsurance (NYSE:BCRH).

More notable recent AerCap Holdings N.V. (NYSE:AER) news were published by: Seekingalpha.com which released: “Steady AerCap Continues To Offer Value – Seeking Alpha” on September 20, 2018, also Zacks.com with their article: “AerCap (AER) Expected to Beat Earnings Estimates: Should You Buy? – Zacks.com” published on February 07, 2019, Seekingalpha.com published: “Cenovus: Heavy Is The Oil That Wears The Crown: Part 1 – Seeking Alpha” on February 13, 2019. More interesting news about AerCap Holdings N.V. (NYSE:AER) were released by: Seekingalpha.com and their article: “East 72 Quarterly Report Period To December 31, 2018 – Seeking Alpha” published on January 14, 2019 as well as Benzinga.com‘s news article titled: “Earnings Scheduled For February 14, 2019 – Benzinga” with publication date: February 14, 2019.

Among 15 analysts covering AerCap Holdings (NYSE:AER), 12 have Buy rating, 1 Sell and 2 Hold. Therefore 80% are positive. AerCap Holdings had 48 analyst reports since August 12, 2015 according to SRatingsIntel. Cowen & Co maintained AerCap Holdings N.V. (NYSE:AER) on Monday, July 10 with “Buy” rating. The rating was maintained by Barclays Capital on Monday, March 14 with “Equal-Weight”. The rating was maintained by Morgan Stanley on Tuesday, February 20 with “Underweight”. The firm earned “Overweight” rating on Tuesday, July 31 by Barclays Capital. The firm earned “Buy” rating on Tuesday, March 15 by Citigroup. The firm earned “Buy” rating on Friday, August 21 by DA Davidson. Cowen & Co maintained it with “Buy” rating and $5500 target in Thursday, August 3 report. As per Friday, May 4, the company rating was maintained by Deutsche Bank. Cowen & Co maintained the stock with “Outperform” rating in Friday, May 13 report. The company was maintained on Tuesday, November 14 by RBC Capital Markets.

Investors sentiment decreased to 0.87 in 2018 Q3. Its down 0.49, from 1.36 in 2018Q2. It fall, as 17 investors sold AER shares while 117 reduced holdings. 33 funds opened positions while 84 raised stakes. 128.06 million shares or 2.93% more from 124.41 million shares in 2018Q2 were reported. Howe Rusling stated it has 293 shares. Bancorporation Of Montreal Can has invested 0.06% in AerCap Holdings N.V. (NYSE:AER). Axa owns 633,460 shares for 0.13% of their portfolio. 5,331 are held by First Hawaiian Bancorp. Yhb Incorporated accumulated 0.22% or 24,975 shares. Janney Montgomery Scott Llc reported 0.03% in AerCap Holdings N.V. (NYSE:AER). Massmutual Fsb Adv holds 0% or 8,555 shares. Mraz Amerine & Assoc reported 8,769 shares. Jpmorgan Chase holds 0.01% or 1.30 million shares. Wilbanks Smith Thomas Asset Mgmt has 0% invested in AerCap Holdings N.V. (NYSE:AER) for 437 shares. Envestnet Asset Mgmt has 62,021 shares. Lazard Asset Mgmt Limited Com accumulated 0% or 19,982 shares. Td Asset Inc has invested 0% in AerCap Holdings N.V. (NYSE:AER). Federated Investors Inc Pa holds 0.18% of its portfolio in AerCap Holdings N.V. (NYSE:AER) for 1.37 million shares. 11,929 were accumulated by Fulton Bancshares Na.

Among 7 analysts covering Ensign Group (NASDAQ:ENSG), 4 have Buy rating, 1 Sell and 2 Hold. Therefore 57% are positive. Ensign Group had 23 analyst reports since August 5, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets on Sunday, November 19 with “Buy”. RBC Capital Markets maintained it with “Outperform” rating and $27 target in Thursday, May 12 report. The rating was maintained by Oppenheimer on Thursday, August 3 with “Buy”. The rating was maintained by SunTrust on Thursday, November 9 with “Buy”. On Monday, November 6 the stock rating was maintained by RBC Capital Markets with “Buy”. On Friday, November 2 the stock rating was maintained by Cantor Fitzgerald with “Overweight”. The firm has “Outperform” rating by Oppenheimer given on Wednesday, August 5. The stock of The Ensign Group, Inc. (NASDAQ:ENSG) earned “Mkt Underperform” rating by JMP Securities on Wednesday, January 4. RBC Capital Markets maintained it with “Buy” rating and $2100 target in Monday, July 31 report. Wells Fargo downgraded the stock to “Market Perform” rating in Thursday, May 12 report.

Since August 23, 2018, it had 0 buys, and 14 insider sales for $7.48 million activity. On Tuesday, September 4 Wittekind Beverly B. sold $3,283 worth of The Ensign Group, Inc. (NASDAQ:ENSG) or 85 shares. The insider Nackel John G. sold 6,000 shares worth $257,450. $7,608 worth of The Ensign Group, Inc. (NASDAQ:ENSG) was sold by Keetch Chad. $7,840 worth of stock was sold by Port Barry on Tuesday, September 4.

Investors sentiment increased to 1.39 in 2018 Q3. Its up 0.20, from 1.19 in 2018Q2. It increased, as 11 investors sold ENSG shares while 59 reduced holdings. 32 funds opened positions while 65 raised stakes. 42.72 million shares or 0.57% less from 42.97 million shares in 2018Q2 were reported. Credit Suisse Ag reported 36,671 shares. Cwm Limited Liability Co accumulated 118 shares. Employees Retirement Systems Of Texas holds 0.01% in The Ensign Group, Inc. (NASDAQ:ENSG) or 20,000 shares. Pillar Pacific Mgmt Ltd holds 5,375 shares. Heartland Advsrs Inc invested in 100,000 shares. Ameriprise Inc holds 0.01% or 482,257 shares in its portfolio. Natl Bank Of The West invested 0.08% of its portfolio in The Ensign Group, Inc. (NASDAQ:ENSG). Commercial Bank Of America Corp De has invested 0% of its portfolio in The Ensign Group, Inc. (NASDAQ:ENSG). Federated Pa holds 101 shares or 0% of its portfolio. Prudential Fincl reported 118,946 shares. South Dakota Invest Council reported 6,100 shares or 0.01% of all its holdings. Hsbc Public Ltd Co has 0% invested in The Ensign Group, Inc. (NASDAQ:ENSG). State Street Corp invested in 1.50 million shares or 0% of the stock. Sg Americas Limited Co reported 0% in The Ensign Group, Inc. (NASDAQ:ENSG). American Century Companies holds 261,369 shares.

Aqr Capital Management Llc, which manages about $104.52 billion US Long portfolio, decreased its stake in Stoneridge Inc (NYSE:SRI) by 125,232 shares to 315,746 shares, valued at $9.38M in 2018Q3, according to the filing. It also reduced its holding in Global Pmts Inc (NYSE:GPN) by 4,662 shares in the quarter, leaving it with 23,554 shares, and cut its stake in Akamai Technologies Inc (NASDAQ:AKAM).

More notable recent The Ensign Group, Inc. (NASDAQ:ENSG) news were published by: Nasdaq.com which released: “We Did The Math PFM Can Go To $29 – Nasdaq” on January 22, 2019, also Nasdaq.com with their article: “New Research Coverage Highlights Overstock, Regeneron Pharmaceuticals, Molecular Templates, The Ensign Group, Limoneira, and Primo Water — Consolidated Revenues, Company Growth, and Expectations for 2019 – Nasdaq” published on February 12, 2019, Globenewswire.com published: “The Ensign Group Acquires Kansas Post-Acute Care Campus – GlobeNewswire” on November 01, 2018. More interesting news about The Ensign Group, Inc. (NASDAQ:ENSG) were released by: Nasdaq.com and their article: “Zacks.com featured highlights include: Ralph Lauren, Ensign, SkyWest, Cree and Est??e Lauder – Nasdaq” published on February 13, 2019 as well as Nasdaq.com‘s news article titled: “Nursing Home Industry Should Thrive on Aging Population – Nasdaq” with publication date: January 22, 2019.

The Ensign Group, Inc. (NASDAQ:ENSG) Institutional Positions Chart