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EnerSys
ENS

Overview Fund Activity

279 hedge funds and large institutions have $2.67B invested in EnerSys in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
6.05%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
41
Increased
110
Reduced
91
Closed
41
Calls
$3.95M
Puts
$11.4M
Net Calls
-$7.43M
Net Calls Change
-$4.48M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$216M
2
Principal Financial Group
Principal Financial Group
Iowa
$37.2M
3
CVA
Ceredex Value Advisors
Florida
$18.5M
4
CRCP
Copper Rock Capital Partners
Massachusetts
$13.1M
5
Stifel Financial
Stifel Financial
Missouri
$9.92M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$189M
2
Prudential Financial
Prudential Financial
New Jersey
$14.4M
3
FCM
Frontier Capital Management
Massachusetts
$17.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$56.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$7K – – –
LFA
252
Legacy Financial Advisors
Kentucky
$7K +$7K +109 New
QCG
253
Quadrant Capital Group
Ohio
$6K -$1.32K -27 -18%
WCM
254
WealthBridge Capital Management
Ohio
$6K -$391 -6 -6%
ASN
255
Advisory Services Network
Georgia
$4K -$1.71K -26 -30%
CFA
256
Carroll Financial Associates
North Carolina
$4K – – –
S
257
SignatureFD
Georgia
$4K – – –
CAL
258
Capital Advisors Ltd
Ohio
$4K – – –
GAM
259
Gemmer Asset Management
California
$4K – – –
PFO
260
Pathstone Family Office
New Jersey
$4K +$1.9K +29 +91%
OWA
261
One Wealth Advisors
California
$4K +$4K +55 New
PFSC
262
Peoples Financial Services Corp
Pennsylvania
$3K – – –
ST
263
Smithfield Trust
Pennsylvania
$3K – – –
CBT
264
Capital Bank & Trust
California
$3K +$3K +43 New
RCAG
265
Rehmann Capital Advisory Group
Michigan
$2.22K – – –
VFA
266
Valeo Financial Advisors
Indiana
$2K -$2.52K -34 -56%
VCM
267
Versant Capital Management
Arizona
$2K -$478 -11 -19%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.05K +11 +110%
CFA
269
Camarda Financial Advisors
Florida
$2K +$2K +38 New
ZB
270
Zions Bancorporation
Utah
$1K -$18.3K -293 -95%
HR
271
Howe & Rusling
New York
$1K -$1K -12 -50%
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K – – –
OFW
273
Omnia Family Wealth
Florida
$1K – – –
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +10 New
GWS
275
Glassman Wealth Services
Virginia
$1K +$1K +11 New
9 10
11
12 13