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282 hedge funds and large institutions have $3.19B invested in EnerSys in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

7% more funds holding

Funds holding: 264282 (+18)

3.44% less ownership

Funds ownership: 99.27%95.84% (-3.4%)

12% less capital invested

Capital invested by funds: $3.64B → $3.19B (-$449M)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

47% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $6.24M

Holders
282
Holders Change
+18
Holders Change %
+6.82%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
46
Increased
83
Reduced
107
Closed
27
Calls
$3.28M
Puts
$6.24M
Net Calls
-$2.96M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
251
QS Investors
New York
$9K
FRA
252
Front Row Advisors
California
$8K
JCM
253
Jacobi Capital Management
Pennsylvania
$8K
OIA
254
OneDigital Investment Advisors
Kansas
$8K
QCG
255
Quadrant Capital Group
Ohio
$8K +$2.19K +27 +22%
WCM
256
WealthBridge Capital Management
Ohio
$8K +$7.95K +98 New
ASN
257
Advisory Services Network
Georgia
$7K -$7.06K -87 -50%
PA
258
Parallel Advisors
California
$7K
TRCT
259
Tower Research Capital (TRC)
New York
$6K -$307K -3,791 -98%
MNBTD
260
Moody National Bank Trust Division
Texas
$6K +$6.41K +79 New
VFA
261
Valeo Financial Advisors
Indiana
$5K -$3.16K -39 -39%
CAL
262
Capital Advisors Ltd
Ohio
$5K
GAM
263
Gemmer Asset Management
California
$5K
S
264
SignatureFD
Georgia
$5K
PFSC
265
Peoples Financial Services Corp
Pennsylvania
$4K
VCM
266
Versant Capital Management
Arizona
$4K
CFA
267
Carroll Financial Associates
North Carolina
$4K +$5.19K +64 New
ST
268
Smithfield Trust
Pennsylvania
$3K
RCAG
269
Rehmann Capital Advisory Group
Michigan
$2.64K +$2.76K +34 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$2K -$3K -37 -60%
HR
271
Howe & Rusling
New York
$2K -$324 -4 -14%
IA
272
IFP Advisors
Florida
$2K +$649 +8 +40%
NSG
273
Nalls Sherbakoff Group
Tennessee
$2K +$2.11K +26 New
PWMG
274
Prestige Wealth Management Group
New Jersey
$2K +$2.51K +31 New
PFO
275
Pathstone Family Office
New Jersey
$2K +$2.6K +32 New