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252 hedge funds and large institutions have $3.14B invested in EnerSys in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more capital invested

Capital invested by funds: $2.71B → $3.14B (+$422M)

1.34% more ownership

Funds ownership: 97.89%99.22% (+1.3%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less call options, than puts

Call options by funds: $838K | Put options by funds: $845K

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

2% less funds holding

Funds holding: 257252 (-5)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
85
Reduced
92
Closed
30
Calls
$838K
Puts
$845K
Net Calls
-$7K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$7K
FRA
227
Front Row Advisors
California
$7K
JCM
228
Jacobi Capital Management
Pennsylvania
$7K
S
229
SignatureFD
Georgia
$6K -$11.6K -168 -68%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$5K -$7.07K -102 -59%
CAL
231
Capital Advisors Ltd
Ohio
$5K
GAM
232
Gemmer Asset Management
California
$5K
SFS
233
Sowell Financial Services
Arkansas
$5K +$4.43K +64 New
CFA
234
Carroll Financial Associates
North Carolina
$4K
PFSC
235
Peoples Financial Services Corp
Pennsylvania
$4K
CFGS
236
Concourse Financial Group Securities
Alabama
$4K +$416 +6 +13%
BCI
237
Brinker Capital Investments
Pennsylvania
$4K +$4.16K +60 New
ST
238
Smithfield Trust
Pennsylvania
$3K
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$3K +$2.98K +43 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$2K
GWS
241
Glassman Wealth Services
Virginia
$2K
HGWM
242
Harvest Group Wealth Management
Massachusetts
$2K
VFA
243
Valeo Financial Advisors
Indiana
$2K
TRCT
244
Tower Research Capital (TRC)
New York
$1K -$17.1K -247 -94%
HR
245
Howe & Rusling
New York
$1K
TFO
246
Tarbox Family Office
California
$1K
ZB
247
Zions Bancorporation
Utah
$1K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1K +$416 +6 +150%
WB
249
Webster Bank
Connecticut
$1K +$693 +10 New
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.04K +15 +300%