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292 hedge funds and large institutions have $3.96B invested in EnerSys in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $3.69B → $3.96B (+$274M)

3% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $4.8M

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.47% more ownership

Funds ownership: 95.57%96.03% (+0.47%)

5% less funds holding

Funds holding: 308292 (-16)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
292
Holders Change
-16
Holders Change %
-5.19%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
103
Reduced
102
Closed
42
Calls
$4.95M
Puts
$4.8M
Net Calls
+$147K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
226
Ifrah Financial Services
Arkansas
$215K +$205K +2,196 New
VIA
227
Vident Investment Advisory
Georgia
$212K +$203K +2,173 New
CWM
228
Cornerstone Wealth Management
Missouri
$211K +$201K +2,158 New
FBT
229
First Bank & Trust
South Dakota
$173K +$12.5K +134 +8%
Simplex Trading
230
Simplex Trading
Illinois
$172K +$164K +1,763 New
AP
231
Arlington Partners
Alabama
$152K
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$146K +$1.4K +15 +1%
Barrow, Hanley, Mewhinney & Strauss
233
Barrow, Hanley, Mewhinney & Strauss
Texas
$141K -$36.4K -390 -21%
EVM
234
Eaton Vance Management
Massachusetts
$124K +$99.6K +1,068 +553%
HWMA
235
Heritage Wealth Management (Arizona)
Arizona
$87K +$30.1K +323 +57%
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
$72K +$26.7K +286 +64%
APA
237
American Portfolios Advisors
New York
$68.4K
HL
238
Harding Loevner
New Jersey
$59K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$46K +$4.29K +46 +11%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$41K -$746 -8 -2%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$40K -$3.17K -34 -8%
FHA
242
First Horizon Advisors
Tennessee
$37K
CFB
243
Cullen/Frost Bankers
Texas
$34K +$32.3K +346 New
SPIA
244
Steward Partners Investment Advisory
New York
$32K
TSW
245
Thompson Siegel & Walmsley
Virginia
$32K
HFS
246
Hantz Financial Services
Michigan
$31K -$1.02M -10,882 -97%
GRP
247
Global Retirement Partners
California
$31K +$653 +7 +2%
MA
248
MUFG Americas
New York
$29K
CFD
249
Creative Financial Designs
Indiana
$25K
IA
250
IFP Advisors
Florida
$19K