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370 hedge funds and large institutions have $3.58B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 356370 (+14)

2.48% less ownership

Funds ownership: 96.56%94.08% (-2.5%)

9% less capital invested

Capital invested by funds: $3.94B → $3.58B (-$354M)

20% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.13M

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

Holders
370
Holders Change
+14
Holders Change %
+3.93%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
116
Reduced
153
Closed
32
Calls
$2.49M
Puts
$3.13M
Net Calls
-$634K
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Teza Capital Management
Illinois
$304K -$115K -1,221 -27%
IFU
252
iSAM Funds (UK)
United Kingdom
$295K +$294K +3,125 New
VI
253
Vestcor Inc
New Brunswick, Canada
$289K
MWM
254
Mission Wealth Management
California
$288K
PD
255
Point72 (DIFC)
United Arab Emirates
$285K +$284K +3,022 New
HF
256
HRT Financial
New York
$279K -$1.6M -16,975 -85%
CM
257
Capital Management
Virginia
$279K -$4.7M -50,001 -94%
CAN
258
Cetera Advisor Networks
California
$268K -$24.5K -261 -8%
BCV
259
Banque Cantonale Vaudoise
Switzerland
$261K -$49.7K -529 -16%
QCM
260
Quantinno Capital Management
New York
$258K -$1.22K -13 -0.5%
N
261
Natixis
France
$257K -$52.2K -555 -17%
CGH
262
Crossmark Global Holdings
Texas
$253K +$7.05K +75 +3%
XT
263
XTX Topco
Cayman Islands
$253K -$461K -4,902 -65%
SPA
264
Sherbrooke Park Advisers
New York
$247K +$245K +2,611 New
EC
265
EntryPoint Capital
New York
$243K +$130K +1,379 +115%
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$242K
AC
267
AXQ Capital
New Jersey
$239K +$238K +2,534 New
RFC
268
Regions Financial Corp
Alabama
$236K
PAS
269
Park Avenue Securities
New York
$234K +$2.16K +23 +0.9%
M&T Bank
270
M&T Bank
New York
$230K -$11.1K -118 -5%
Cerity Partners
271
Cerity Partners
New York
$226K +$225K +2,390 New
VA
272
Vident Advisory
Georgia
$222K -$18.9K -201 -8%
Los Angeles Capital Management
273
Los Angeles Capital Management
California
$216K -$1.28M -13,659 -86%
PL
274
Perpetual Ltd
Australia
$213K -$14K -149 -6%
PA
275
Profund Advisors
Maryland
$212K +$3.76K +40 +2%