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285 hedge funds and large institutions have $3.01B invested in EnerSys in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.74M

0.78% less ownership

Funds ownership: 96.03%95.25% (-0.78%)

2% less funds holding

Funds holding: 292285 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

24% less capital invested

Capital invested by funds: $3.96B → $3.01B (-$952M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
285
Holders Change
-7
Holders Change %
-2.4%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
87
Reduced
109
Closed
37
Calls
$3.06M
Puts
$2.74M
Net Calls
+$312K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$12K
PA
252
Parallel Advisors
California
$10K -$4.17K -47 -26%
CFGS
253
Concourse Financial Group Securities
Alabama
$10K +$1.42K +16 +14%
BCA
254
Berman Capital Advisors
Georgia
$9K +$2.22K +25 +25%
BU
255
BBVA USA
Alabama
$8K
FRA
256
Front Row Advisors
California
$7K
GAM
257
Gemmer Asset Management
California
$7K
JCM
258
Jacobi Capital Management
Pennsylvania
$7K
MGIM
259
M&G Investment Management
United Kingdom
$6.03K +$8.43K +95 +0.1%
LWCFA
260
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
TWA
261
TCI Wealth Advisors
Arizona
$6K +$2.48K +28 +61%
Bessemer Group
262
Bessemer Group
New Jersey
$6K +$7.36K +83 New
ACA
263
Atlas Capital Advisors
Wyoming
$5.96K
LSA
264
Leonteq Securities AG
Switzerland
$5.06K
CAL
265
Capital Advisors Ltd
Ohio
$5K
CFA
266
Carroll Financial Associates
North Carolina
$4K
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$4K +$2.31K +26 +87%
MCM
268
Manchester Capital Management
Vermont
$4K +$4.88K +55 New
CWC
269
Carolinas Wealth Consulting
North Carolina
$3K
PCG
270
Private Capital Group
Connecticut
$3K
HR
271
Howe & Rusling
New York
$3K +$1.06K +12 +39%
CTB
272
Country Trust Bank
Illinois
$3K +$3.99K +45 New
FF
273
FourThought Financial
Florida
$2K
GWS
274
Glassman Wealth Services
Virginia
$2K
HI
275
Hudock Inc
Pennsylvania
$2K