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257 hedge funds and large institutions have $2.71B invested in EnerSys in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 96.33%97.89% (+1.6%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more funds holding

Funds holding: 255257 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less call options, than puts

Call options by funds: $6.06M | Put options by funds: $6.1M

3% less capital invested

Capital invested by funds: $2.79B → $2.71B (-$78.9M)

23% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 109

Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
84
Reduced
109
Closed
27
Calls
$6.06M
Puts
$6.1M
Net Calls
-$42K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$16K +$8.6K +137 +137%
S
227
SignatureFD
Georgia
$16K +$11.6K +184 +288%
Walleye Trading
228
Walleye Trading
New York
$15K +$14.1K +225 New
FBT
229
First Bank & Trust
South Dakota
$13K +$2.07K +33 +21%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$11K -$691 -11 -6%
FHA
231
First Horizon Advisors
Tennessee
$8K -$8.35K -133 -50%
SPIA
232
Steward Partners Investment Advisory
New York
$8K
FRA
233
Front Row Advisors
California
$7K
JCM
234
Jacobi Capital Management
Pennsylvania
$7K
ASN
235
Advisory Services Network
Georgia
$6K
CIA
236
CSat Investment Advisory
Michigan
$6K +$754 +12 +15%
CAL
237
Capital Advisors Ltd
Ohio
$4K
CFA
238
Carroll Financial Associates
North Carolina
$4K
GAM
239
Gemmer Asset Management
California
$4K
PFSC
240
Peoples Financial Services Corp
Pennsylvania
$3K
ST
241
Smithfield Trust
Pennsylvania
$3K
CFGS
242
Concourse Financial Group Securities
Alabama
$3K +$1K +16 +53%
HGWM
243
Harvest Group Wealth Management
Massachusetts
$3K +$2.51K +40 New
RCAG
244
Rehmann Capital Advisory Group
Michigan
$2.97K -$314 -5 -10%
OFS
245
Orrstown Financial Services
Pennsylvania
$2K -$4.08K -65 -61%
GWS
246
Glassman Wealth Services
Virginia
$2K -$63 -1 -4%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$2K
VFA
248
Valeo Financial Advisors
Indiana
$2K
TFO
249
Tarbox Family Office
California
$1K -$565 -9 -39%
HR
250
Howe & Rusling
New York
$1K