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331 hedge funds and large institutions have $3.64B invested in EnerSys in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $4.51M

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1% more funds holding

Funds holding: 327331 (+4)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

0.49% more ownership

Funds ownership: 93.1%93.59% (+0.49%)

12% less capital invested

Capital invested by funds: $4.13B → $3.64B (-$488M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
331
Holders Change
+4
Holders Change %
+1.22%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
51
Increased
118
Reduced
115
Closed
45
Calls
$6.53M
Puts
$4.51M
Net Calls
+$2.03M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$8.14K +$205 +2 +2%
LSA
302
Leonteq Securities AG
Switzerland
$7.2K
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$7.01K +$7.59K +74 New
Cohen & Steers
304
Cohen & Steers
New York
$7K +$8K +78 New
HWA
305
HHM Wealth Advisors
Tennessee
$6.34K
Bessemer Group
306
Bessemer Group
New Jersey
$6K -$3.59K -35 -34%
CAL
307
Capital Advisors Ltd
Ohio
$6K
HIM
308
Hillsdale Investment Management
Ontario, Canada
$5.68K +$3.08K +30 +100%
SWM
309
Spire Wealth Management
Virginia
$5.02K +$5.43K +53 New
GRP
310
Global Retirement Partners
California
$4.28K +$718 +7 +18%
AGWCA
311
Annis Gardner Whiting Capital Advisors
Florida
$4.07K +$4.41K +43 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$3.88K -$615 -6 -13%
CFD
313
Creative Financial Designs
Indiana
$3.88K +$4.2K +41 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.69K
MCM
315
Manchester Capital Management
Vermont
$3.41K
MHR
316
Matthew Hamilton Rosenberg
$3.41K
CWC
317
Carolinas Wealth Consulting
North Carolina
$3.17K
SFG
318
Steward Financial Group
Texas
$3K +$3.9K +38 New
AIM
319
Anchor Investment Management
South Carolina
$2.84K
TWC
320
TD Waterhouse Canada
Ontario, Canada
$2.62K
GWS
321
Glassman Wealth Services
Virginia
$2.37K
CMBA
322
C.M. Bidwell & Associates
Hawaii
$2.27K +$2.46K +24 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.7K -$103 -1 -5%
SIC
324
SJS Investment Consulting
Ohio
$1.52K +$103 +1 +7%
PWMG
325
Prestige Wealth Management Group
New Jersey
$1.42K