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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
TC
301
Tatro Capital
Kentucky
-$267K -2,730 Closed
FIM
302
Freedom Investment Management
Connecticut
-$266K -2,721 Closed
M&T Bank
303
M&T Bank
New York
-$248K -2,542 Closed
QCM
304
Quantinno Capital Management
New York
-$247K -2,528 Closed
FMBTD
305
First Midwest Bank Trust Division
Illinois
-$247K -2,525 Closed
HighTower Advisors
306
HighTower Advisors
Illinois
-$241K -2,483 Closed
MYIA
307
Mount Yale Investment Advisors
Colorado
-$240K -2,460 Closed
SCM
308
Shelton Capital Management
Colorado
-$231K -2,359 Closed
SWM
309
SeaCrest Wealth Management
New York
-$228K -2,337 Closed
V
310
Veritable
Delaware
-$224K -2,297 Closed
IFS
311
Ifrah Financial Services
Arkansas
-$215K -2,196 Closed
VIA
312
Vident Investment Advisory
Georgia
-$212K -2,173 Closed
CWM
313
Cornerstone Wealth Management
Missouri
-$211K -2,158 Closed
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
-$46K -475 Closed
TAIM
315
TD Ameritrade Investment Management
Nebraska
-$8K -82 Closed
TFS
316
TrustCore Financial Services
Tennessee
-$3K -35 Closed
ASN
317
Advisory Services Network
Georgia
-$3K -34 Closed
S
318
SignatureFD
Georgia
-$2K -20 Closed
BIA
319
Bell Investment Advisors
California
+$443 +5 New