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254 hedge funds and large institutions have $2.39B invested in EnerSys in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5.01% more ownership

Funds ownership: 95.99%101% (+5%)

4% more capital invested

Capital invested by funds: $2.3B → $2.39B (+$90.3M)

4% less call options, than puts

Call options by funds: $3.55M | Put options by funds: $3.7M

4% less funds holding

Funds holding: 265254 (-11)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
254
Holders Change
-11
Holders Change %
-4.15%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
82
Reduced
107
Closed
24
Calls
$3.55M
Puts
$3.7M
Net Calls
-$152K
Net Calls Change
-$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$7K
RA
227
Rational Advisors
New York
$7K +$64 +1 +0.9%
FRA
228
Front Row Advisors
California
$6K
IA
229
IFP Advisors
Florida
$6K
BCWM
230
Bartlett & Co Wealth Management
Ohio
$4.3K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$4K -$6.3K -99 -58%
BC
232
Bartlett & Co
Ohio
$4K
CAL
233
Capital Advisors Ltd
Ohio
$4K
CWC
234
Carolinas Wealth Consulting
North Carolina
$3K
HR
235
Howe & Rusling
New York
$3K +$1.34K +21 +60%
MCM
236
Manchester Capital Management
Vermont
$2K -$1.02K -16 -31%
FF
237
FourThought Financial
Florida
$2K
GRP
238
Global Retirement Partners
California
$2K
MHR
239
Matthew Hamilton Rosenberg
$2K
LC
240
Lindbrook Capital
California
$2K +$891 +14 +64%
JWA
241
JFS Wealth Advisors
Pennsylvania
$2K +$1.66K +26 +371%
AIM
242
Anchor Investment Management
South Carolina
$1.75K
TWC
243
TD Waterhouse Canada
Ontario, Canada
$1.67K
PCH
244
Polar Capital Holdings
United Kingdom
$1.12K +$70.5K +1,107 +6%
GWS
245
Glassman Wealth Services
Virginia
$1K
PWMG
246
Prestige Wealth Management Group
New Jersey
$1K
DI
247
Disciplined Investments
Oklahoma
$1K +$64 +1 +11%
SC
248
Schubert & Co
Texas
$1K +$191 +3 +15%
AF
249
Allworth Financial
California
$1K +$509 +8 +267%
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.21K +19 New