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285 hedge funds and large institutions have $3.01B invested in EnerSys in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.74M

0.78% less ownership

Funds ownership: 96.03%95.25% (-0.78%)

2% less funds holding

Funds holding: 292285 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

24% less capital invested

Capital invested by funds: $3.96B → $3.01B (-$952M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
285
Holders Change
-7
Holders Change %
-2.4%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
87
Reduced
109
Closed
37
Calls
$3.06M
Puts
$2.74M
Net Calls
+$312K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$114K +$3.1K +35 +2%
HWMA
227
Heritage Wealth Management (Arizona)
Arizona
$97K +$36.5K +412 +47%
UAML
228
US Asset Management LLC
Pennsylvania
$97K +$116K +1,306 New
DFCM
229
Dark Forest Capital Management
Puerto Rico
$92K +$110K +1,238 New
SO
230
STRS Ohio
Ohio
$89K -$124K -1,400 -54%
TF
231
Tompkins Financial
New York
$56K +$66.5K +750 New
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$55K +$266 +3 +0.4%
APA
233
American Portfolios Advisors
New York
$52.1K
HL
234
Harding Loevner
New Jersey
$45K
FHA
235
First Horizon Advisors
Tennessee
$37K +$11.2K +126 +33%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$35K +$25.5K +288 +151%
Fidelity Investments
237
Fidelity Investments
Massachusetts
$33K +$2.13K +24 +6%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$32K +$621 +7 +2%
CFB
239
Cullen/Frost Bankers
Texas
$26K
GRP
240
Global Retirement Partners
California
$24K
HFS
241
Hantz Financial Services
Michigan
$24K
SPIA
242
Steward Partners Investment Advisory
New York
$24K
TSW
243
Thompson Siegel & Walmsley
Virginia
$24K
MA
244
MUFG Americas
New York
$22K
LWM
245
Liberty Wealth Management
California
$21K +$11.6K +131 +105%
QCG
246
Quadrant Capital Group
Ohio
$21K +$12.7K +143 +104%
CFD
247
Creative Financial Designs
Indiana
$19K
EVM
248
Eaton Vance Management
Massachusetts
$14K -$6.47K -73 -6%
SSB
249
Sandy Spring Bank
Maryland
$13K
IA
250
IFP Advisors
Florida
$12K -$2.22K -25 -13%