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364 hedge funds and large institutions have $3.83B invested in EnerSys in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.74M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 361364 (+3)

0.66% less ownership

Funds ownership: 93.93%93.27% (-0.66%)

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$80.5M)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
364
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
111
Reduced
140
Closed
41
Calls
$2.43M
Puts
$1.74M
Net Calls
+$694K
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
226
CIM Investment Management
Pennsylvania
$361K
LCGC
227
Legacy Capital Group California
California
$356K -$12.7K -126 -3%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$350K -$3.83K -38 -1%
AA
229
AlphaMark Advisors
Kentucky
$342K +$338K +3,348 New
AI
230
Atria Investments
North Carolina
$341K -$25K -248 -7%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$340K +$45K +446 +15%
CCC
232
Chesapeake Capital Corp
Florida
$340K +$75.8K +752 +29%
CCM
233
Coldstream Capital Management
Washington
$340K +$605 +6 +0.2%
PI
234
PEAK6 Investments
Illinois
$333K +$265K +2,629 +413%
UCI
235
Uncommon Cents Investing
Wisconsin
$332K +$85.2K +845 +35%
B
236
Bailard
California
$327K +$323K +3,200 New
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$326K -$40.7K -404 -11%
SAM
238
Securian Asset Management
Minnesota
$314K -$10.1K -100 -3%
VI
239
Vestcor Inc
New Brunswick, Canada
$312K
Cerity Partners
240
Cerity Partners
New York
$310K +$307K +3,041 New
QCM
241
Quantinno Capital Management
New York
$307K +$18.5K +183 +6%
SO
242
STRS Ohio
Ohio
$306K
PCM
243
Penserra Capital Management
California
$285K +$223K +2,212 +372%
NWAG
244
Net Worth Advisory Group
Utah
$281K +$278K +2,756 New
CGH
245
Crossmark Global Holdings
Texas
$278K +$26.3K +261 +11%
LAM
246
L2 Asset Management
Massachusetts
$262K +$22.5K +223 +10%
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$261K
YIH
248
Y-Intercept (HK)
Hong Kong
$256K -$855K -8,478 -77%
Two Sigma Advisers
249
Two Sigma Advisers
New York
$255K -$20.2K -200 -7%
RFC
250
Regions Financial Corp
Alabama
$255K