EnerSys
266 hedge funds and large institutions have $3.52B invested in EnerSys in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 17 closing their positions.
2.53% more ownership
Funds ownership: 106.44% → 108.97% (+2.5%)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1% more capital invested
Capital invested by funds: $3.47B → $3.52B (+$41.4M)
0% more funds holding
Funds holding: 265 → 266 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
12% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 116
61% less call options, than puts
Call options by funds: $1.78M | Put options by funds: $4.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$38.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$32.6M |
| 3 |
Renaissance Technologies
New York
|
+$22.4M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$18.5M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$29.7M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$28.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$13.5M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$12.8M |
ENS Hedge Fund Activity: Q2 2014 in Review
266 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2014, worth a combined $3.52B — up 1.2% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ENS positions and 17 closed out — a net gain of 1 holder — while 102 added to existing stakes and 116 trimmed.
The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $38.3M. The largest seller was Royce & Associates, cutting an estimated $29.7M.
- 266 institutional investors held EnerSys (ENS) as of Q2 2014, up from 265 in Q1 2014.
- Funds reported $3.52B of EnerSys stock for Q2 2014, up 1.2% quarter-over-quarter.
- 18 funds opened new EnerSys positions in Q2 2014 and 17 closed out, a net change of +1 holder.
- The largest EnerSys buyer in Q2 2014 was Janus Henderson Investors US, an estimated $38.3M added.
- The largest EnerSys seller in Q2 2014 was Royce & Associates, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2014.