We are live on ! Find out more

370 hedge funds and large institutions have $3.58B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 356370 (+14)

2.48% less ownership

Funds ownership: 96.56%94.08% (-2.5%)

9% less capital invested

Capital invested by funds: $3.94B → $3.58B (-$354M)

20% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.13M

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

Holders
370
Holders Change
+14
Holders Change %
+3.93%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
116
Reduced
153
Closed
32
Calls
$2.49M
Puts
$3.13M
Net Calls
-$634K
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HPG
226
Harvest Portfolios Group
Ontario, Canada
$417K -$140K -1,485 -25%
CIM
227
CIM Investment Management
Pennsylvania
$413K
SOADOR
228
State of Alaska Department of Revenue
Alaska
$412K
PRC
229
Pearl River Capital
Michigan
$394K -$95.2K -1,013 -20%
Mariner
230
Mariner
Kansas
$390K -$8.46K -90 -2%
Capstone Investment Advisors
231
Capstone Investment Advisors
New York
$389K +$127K +1,348 +49%
Nordea Investment Management
232
Nordea Investment Management
Sweden
$379K +$24.3K +258 +7%
PAS
233
Point72 Asia (Singapore)
Singapore
$375K +$340K +3,612 +1,012%
NA
234
NewEdge Advisors
Louisiana
$364K -$17.1K -182 -5%
NYLIM
235
New York Life Investment Management
New York
$363K -$12.7K -135 -3%
AWS
236
Atria Wealth Solutions
New York
$358K +$355K +3,779 New
II
237
Inspire Investing
Idaho
$358K -$282 -3 -0.1%
PI
238
PEAK6 Investments
Illinois
$351K -$257K -2,732 -42%
Creative Planning
239
Creative Planning
Kansas
$343K +$16.5K +176 +5%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$339K -$16.7K -178 -5%
LCGC
241
Legacy Capital Group California
California
$339K -$3.95K -42 -1%
PAA
242
Peregrine Asset Advisers
Oregon
$327K -$22.6K -240 -6%
FNA
243
First National Advisers
Nebraska
$324K +$322K +3,427 New
SWS
244
SYSTM Wealth Solutions
Illinois
$324K -$5.17K -55 -2%
VPIM
245
Vanguard Personalized Indexing Management
California
$315K -$217K -2,309 -41%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$314K -$135K -1,432 -30%
SAM
247
Securian Asset Management
Minnesota
$309K -$9.4K -100 -3%
CCM
248
Coldstream Capital Management
Washington
$309K -$5.64K -60 -2%
RWM
249
Ritholtz Wealth Management
New York
$307K -$214K -2,276 -41%
SGAM
250
Smith Group Asset Management
Texas
$306K