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292 hedge funds and large institutions have $3.43B invested in EnerSys in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $2.74B → $3.43B (+$689M)

9% more funds holding

Funds holding: 267292 (+25)

1.11% more ownership

Funds ownership: 96.29%97.4% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

39% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.38M

Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
88
Reduced
108
Closed
19
Calls
$839K
Puts
$1.38M
Net Calls
-$540K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$212K +$200K +2,547 New
SM
227
Sciencast Management
New Jersey
$204K +$176K +2,249 New
VF
228
Virtu Financial
New York
$202K +$191K +2,437 New
Macquarie Group
229
Macquarie Group
Australia
$145K
Barrow, Hanley, Mewhinney & Strauss
230
Barrow, Hanley, Mewhinney & Strauss
Texas
$142K -$220K -2,809 -62%
PAM
231
Panagora Asset Management
Massachusetts
$142K
FBT
232
First Bank & Trust
South Dakota
$107K -$57.4K -732 -36%
PHK
233
Point72 Hong Kong
Hong Kong
$81K +$76.3K +973 New
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$72K +$68.4K +872 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$71K -$36.2K -462 -35%
APA
236
American Portfolios Advisors
New York
$58.1K +$54.9K +700 New
HL
237
Harding Loevner
New Jersey
$50K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$49K +$45.9K +585 New
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$46K +$43.8K +558 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$40K -$3.22K -41 -8%
BBHC
241
Brown Brothers Harriman & Co
New York
$37K +$2.83K +36 +9%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$36K -$3.14K -40 -8%
FHA
243
First Horizon Advisors
Tennessee
$31K
PCG
244
Private Capital Group
Connecticut
$28K +$6.28K +80 +32%
SPIA
245
Steward Partners Investment Advisory
New York
$27K
TSW
246
Thompson Siegel & Walmsley
Virginia
$27K
MA
247
MUFG Americas
New York
$24K
IA
248
IFP Advisors
Florida
$22K
CFD
249
Creative Financial Designs
Indiana
$21K
GRP
250
Global Retirement Partners
California
$21K +$20.2K +258 New