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EnerSys

267 hedge funds and large institutions have $2.74B invested in EnerSys in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $1.64M

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 261267 (+6)

5% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$125M)

0.07% more ownership

Funds ownership: 96.22%96.29% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
+6
Holders Change %
+2.3%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
25
Increased
91
Reduced
100
Closed
18
Calls
$4.46M
Puts
$1.64M
Net Calls
+$2.81M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$27K -$5.36K -78 -16%
FHA
227
First Horizon Advisors
Tennessee
$25K
SPIA
228
Steward Partners Investment Advisory
New York
$22K
TSW
229
Thompson Siegel & Walmsley
Virginia
$22K
MA
230
MUFG Americas
New York
$20K
PCG
231
Private Capital Group
Connecticut
$17K -$1.93K -28 -10%
CFD
232
Creative Financial Designs
Indiana
$17K
IA
233
IFP Advisors
Florida
$17K +$3.23K +47 +22%
CIA
234
CSat Investment Advisory
Michigan
$10K +$1.31K +19 +15%
PFS
235
Prospera Financial Services
Texas
$10K +$10.3K +150 New
QCG
236
Quadrant Capital Group
Ohio
$9K -$93.8K -1,365 -91%
AAMU
237
Amundi Asset Management US
Massachusetts
$8K
FRA
238
Front Row Advisors
California
$8K
LWM
239
Liberty Wealth Management
California
$8K +$3.44K +50 +68%
ASN
240
Advisory Services Network
Georgia
$8K +$7.91K +115 New
JCM
241
Jacobi Capital Management
Pennsylvania
$7K
PA
242
Parallel Advisors
California
$7K
BCA
243
Berman Capital Advisors
Georgia
$6K
GAM
244
Gemmer Asset Management
California
$6K
CFGS
245
Concourse Financial Group Securities
Alabama
$5K
CAL
246
Capital Advisors Ltd
Ohio
$4K
CFA
247
Carroll Financial Associates
North Carolina
$4K
CWC
248
Carolinas Wealth Consulting
North Carolina
$4K +$3.78K +55 New
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$3K -$619 -9 -16%
SFS
250
Sowell Financial Services
Arkansas
$3K