We are live on ! Find out more
ENS icon

EnerSys

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
UB
301
UMB Bank
Missouri
$24.6K +$1.03K +11 +4%
NS
302
NBC Securities
Alabama
$24K -$658 -7 -3%
Nomura Asset Management
303
Nomura Asset Management
Japan
$23.6K
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$22.9K +$4.7K +50 +26%
PA
305
Parallel Advisors
California
$22.2K -$1.6K -17 -7%
MG
306
Mather Group
Illinois
$20.2K +$18.8K +200 New
RA
307
Rise Advisors
New York
$19.6K +$19.5K +207 New
CA
308
Clearstead Advisors
Ohio
$19.3K
EA
309
Emerald Advisers
Pennsylvania
$19.1K
AWM
310
Avior Wealth Management
Nebraska
$19.1K +$19K +202 New
CFGS
311
Concourse Financial Group Securities
Alabama
$16.8K
SSB
312
Sandy Spring Bank
Maryland
$16.5K
PCMC
313
Planning Capital Management Corporation
Pennsylvania
$15.4K
LSA
314
Leonteq Securities AG
Switzerland
$15.2K +$4.23K +45 +39%
GI
315
GAMMA Investing
California
$14.9K -$564 -6 -4%
GXJ
316
Global X Japan
Japan
$14.4K +$752 +8 +6%
CA
317
CoreCap Advisors
Michigan
$12.9K +$12.8K +136 New
SPIA
318
Steward Partners Investment Advisory
New York
$12.5K -$12K -128 -49%
PTC
319
Private Trust Company
Ohio
$12.3K -$658 -7 -5%
S
320
SignatureFD
Georgia
$10.7K +$846 +9 +9%
Bessemer Group
321
Bessemer Group
New Jersey
$10K
LC
322
Lindbrook Capital
California
$9.73K +$1.69K +18 +21%
IA
323
IFP Advisors
Florida
$9.54K -$4.42K -47 -32%
FRA
324
Front Row Advisors
California
$9.47K
HFS
325
Hantz Financial Services
Michigan
$8K -$2.63K -28 -24%