We are live on ! Find out more

265 hedge funds and large institutions have $2.3B invested in EnerSys in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $4.8M

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

0.05% more ownership

Funds ownership: 95.94%95.99% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less funds holding

Funds holding: 287265 (-22)

21% less capital invested

Capital invested by funds: $2.91B → $2.3B (-$614M)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
265
Holders Change
-22
Holders Change %
-7.67%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
97
Reduced
96
Closed
37
Calls
$10.2M
Puts
$4.8M
Net Calls
+$5.39M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$10K
TWA
227
TCI Wealth Advisors
Arizona
$10K +$132 +2 +1%
CFGS
228
Concourse Financial Group Securities
Alabama
$10K +$725 +11 +7%
S
229
SignatureFD
Georgia
$10K +$7.58K +115 +189%
KFI
230
Key Financial Inc
Pennsylvania
$9K
SPIA
231
Steward Partners Investment Advisory
New York
$8K
PCM
232
Penserra Capital Management
California
$8K +$9.62K +146 New
RA
233
Rational Advisors
New York
$7K +$198 +3 +3%
PA
234
Parallel Advisors
California
$7K +$395 +6 +5%
FRA
235
Front Row Advisors
California
$6K
IA
236
IFP Advisors
Florida
$6K
CA
237
CoreCap Advisors
Michigan
$6K +$7.05K +107 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.43K -52 -39%
ACA
239
Atlas Capital Advisors
Wyoming
$4.72K
BCWM
240
Bartlett & Co Wealth Management
Ohio
$4.36K +$4.88K +74 New
CAL
241
Capital Advisors Ltd
Ohio
$4K
BC
242
Bartlett & Co
Ohio
$4K +$4.88K +74 New
MCM
243
Manchester Capital Management
Vermont
$3K -$527 -8 -13%
CWC
244
Carolinas Wealth Consulting
North Carolina
$3K
PCG
245
Private Capital Group
Connecticut
$2K -$461 -7 -16%
FF
246
FourThought Financial
Florida
$2K
HR
247
Howe & Rusling
New York
$2K
MHR
248
Matthew Hamilton Rosenberg
$2K
AIM
249
Anchor Investment Management
South Carolina
$1.77K
TWC
250
TD Waterhouse Canada
Ontario, Canada
$1.66K