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292 hedge funds and large institutions have $3.43B invested in EnerSys in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $2.74B → $3.43B (+$689M)

9% more funds holding

Funds holding: 267292 (+25)

1.11% more ownership

Funds ownership: 96.29%97.4% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

39% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.38M

Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
88
Reduced
108
Closed
19
Calls
$839K
Puts
$1.38M
Net Calls
-$540K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$13K +$12.2K +156 New
QCG
252
Quadrant Capital Group
Ohio
$11K
LWM
253
Liberty Wealth Management
California
$10K
CAAS
254
Capital Asset Advisory Services
Michigan
$10K +$9.1K +116 New
AIG
255
American International Group
New York
$9.42K +$834K +10,632 +10%
PA
256
Parallel Advisors
California
$9K
BCA
257
Berman Capital Advisors
Georgia
$8K
FRA
258
Front Row Advisors
California
$8K
GAM
259
Gemmer Asset Management
California
$8K
JCM
260
Jacobi Capital Management
Pennsylvania
$8K
CFGS
261
Concourse Financial Group Securities
Alabama
$8K +$1.57K +20 +28%
CCA
262
Childress Capital Advisors
Texas
$7K +$6.36K +81 New
Bessemer Group
263
Bessemer Group
New Jersey
$7K +$6.43K +82 New
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.51K +83 New
TAIM
265
TD Ameritrade Investment Management
Nebraska
$7K +$6.98K +89 New
ASN
266
Advisory Services Network
Georgia
$6K -$3.85K -49 -43%
VCG
267
Vantage Consulting Group
Virginia
$6K +$5.65K +72 New
CAL
268
Capital Advisors Ltd
Ohio
$5K
CFA
269
Carroll Financial Associates
North Carolina
$5K
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$5K +$1.49K +19 +41%
CWC
271
Carolinas Wealth Consulting
North Carolina
$4K -$706 -9 -16%
SFS
272
Sowell Financial Services
Arkansas
$4K
HR
273
Howe & Rusling
New York
$4K +$2.83K +36 +225%
ABC
274
Associated Banc-Corp
Wisconsin
$3K
SN
275
Sittner & Nelson
Oregon
$3K +$2.67K +34 New