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264 hedge funds and large institutions have $3.64B invested in EnerSys in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.07B → $3.64B (+$570M)

1.63% more ownership

Funds ownership: 97.64%99.27% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.6M

3% less funds holding

Funds holding: 273264 (-9)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
264
Holders Change
-9
Holders Change %
-3.3%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
82
Reduced
99
Closed
33
Calls
$2.4M
Puts
$2.6M
Net Calls
-$201K
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$28K
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$24K +$17.5K +218 +369%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$18K -$1.36K -17 -7%
Macquarie Group
229
Macquarie Group
Australia
$17K -$225K -2,800 -93%
HL
230
Harding Loevner
New Jersey
$17K
ASN
231
Advisory Services Network
Georgia
$15K
SF
232
Synovus Financial
Georgia
$13K
APP
233
Avantax Planning Partners
Iowa
$12K +$10.6K +132 New
AIL
234
AGF Investments LLC
Ontario, Canada
$10K -$8.99K -112 -50%
DBT
235
Dubuque Bank & Trust
Iowa
$10K
MAM
236
Meeder Asset Management
Ohio
$10K
JCM
237
Jacobi Capital Management
Pennsylvania
$9K
OIA
238
OneDigital Investment Advisors
Kansas
$9K
PA
239
Parallel Advisors
California
$9K
QI
240
QS Investors
New York
$9K
VFA
241
Valeo Financial Advisors
Indiana
$8K +$2.49K +31 +45%
QCG
242
Quadrant Capital Group
Ohio
$7K
Bessemer Group
243
Bessemer Group
New Jersey
$7K +$6.18K +77 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$5K -$41K -510 -89%
CAL
245
Capital Advisors Ltd
Ohio
$5K
GAM
246
Gemmer Asset Management
California
$5K
S
247
SignatureFD
Georgia
$5K
APA
248
American Portfolios Advisors
New York
$4.36K +$4.01K +50 New
VCM
249
Versant Capital Management
Arizona
$4K -$1.53K -19 -25%
OWA
250
One Wealth Advisors
California
$4K