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275 hedge funds and large institutions have $3.03B invested in EnerSys in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

1% more funds holding

Funds holding: 273275 (+2)

0.39% more ownership

Funds ownership: 95.87%96.26% (+0.39%)

8% less capital invested

Capital invested by funds: $3.29B → $3.03B (-$258M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $3.59M

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
109
Reduced
98
Closed
27
Calls
$1.78M
Puts
$3.59M
Net Calls
-$1.81M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
251
Independent Portfolio Consultants
Florida
$11K -$31.1K -395 -73%
IAS
252
INR Advisory Services
Pennsylvania
$10K +$2.2K +28 +27%
MA
253
MUFG Americas
New York
$10K +$7.87K +100 +294%
AIL
254
AGF Investments LLC
Ontario, Canada
$9K -$9.13K -116 -48%
IA
255
IFP Advisors
Florida
$9K
IUHSA
256
Itau Unibanco Holding S.A.
Brazil
$9K +$3.15K +40 +50%
QI
257
QS Investors
New York
$9K +$8.42K +107 +973%
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$8K
PA
259
Parallel Advisors
California
$8K
VCM
260
Versant Capital Management
Arizona
$7K -$19.3K -245 -70%
JCM
261
Jacobi Capital Management
Pennsylvania
$7K
OIA
262
OneDigital Investment Advisors
Kansas
$7K +$7.87K +100 New
BTIS
263
BB&T Investment Services
North Carolina
$7K +$9.61K +122 +79%
CAL
264
Capital Advisors Ltd
Ohio
$5K
GAM
265
Gemmer Asset Management
California
$4K
OFW
266
Omnia Family Wealth
Florida
$4K
PFSC
267
Peoples Financial Services Corp
Pennsylvania
$4K
ASN
268
Advisory Services Network
Georgia
$3K
WA
269
WFG Advisors
Texas
$2K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1K
HR
271
Howe & Rusling
New York
$1K
AssetMark Inc
272
AssetMark Inc
California
$1K +$866 +11 +367%
Walleye Trading
273
Walleye Trading
New York
$67 +$72.4K +920 New
VVP
274
Vulcan Value Partners
Alabama
-$46.4M -588,403 Closed
NI
275
Numeric Investors
Massachusetts
-$11.8M -149,455 Closed