We are live on ! Find out more

269 hedge funds and large institutions have $2.74B invested in EnerSys in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $539K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $2.39B → $2.74B (+$350M)

6% more funds holding

Funds holding: 254269 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6.09% less ownership

Funds ownership: 101%94.92% (-6.1%)

22% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 104

Holders
269
Holders Change
+15
Holders Change %
+5.91%
% of All Funds
4.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
81
Reduced
104
Closed
20
Calls
$1.76M
Puts
$539K
Net Calls
+$1.23M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Clearstead Advisors
Ohio
$14.8K
CFGS
227
Concourse Financial Group Securities
Alabama
$14.3K -$419 -6 -3%
PTC
228
Private Trust Company
Ohio
$14K -$1.89K -27 -12%
S
229
SignatureFD
Georgia
$13.8K -$6.14K -88 -32%
PA
230
Parallel Advisors
California
$13.3K +$698 +10 +6%
Barrow, Hanley, Mewhinney & Strauss
231
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.1K -$489 -7 -4%
SSB
232
Sandy Spring Bank
Maryland
$12.9K
TWA
233
TCI Wealth Advisors
Arizona
$12.8K
BAM
234
Belpointe Asset Management
Nevada
$12.7K +$12K +172 New
CS
235
Comerica Securities
Michigan
$11K +$10.4K +149 New
OWA
236
One Wealth Advisors
California
$11K +$10.4K +149 New
LSA
237
Leonteq Securities AG
Switzerland
$10.4K -$279 -4 -3%
SPIA
238
Steward Partners Investment Advisory
New York
$9.45K
KFI
239
Key Financial Inc
Pennsylvania
$9.07K
PCM
240
Penserra Capital Management
California
$9K -$1.12K -16 -11%
HFS
241
Hantz Financial Services
Michigan
$9K
CA
242
CoreCap Advisors
Michigan
$8.57K +$8.1K +116 New
RA
243
Rational Advisors
New York
$8.27K
FRA
244
Front Row Advisors
California
$7K
LC
245
Lindbrook Capital
California
$6.2K +$3.35K +48 +133%
IA
246
IFP Advisors
Florida
$6K
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$5.83K +$559 +8 +11%
CAL
248
Capital Advisors Ltd
Ohio
$5K
CWC
249
Carolinas Wealth Consulting
North Carolina
$3.17K -$209 -3 -7%
JWA
250
JFS Wealth Advisors
Pennsylvania
$2.88K +$419 +6 +18%