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361 hedge funds and large institutions have $3.91B invested in EnerSys in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $3.58B → $3.91B (+$326M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.15% less ownership

Funds ownership: 94.08%93.93% (-0.15%)

2% less funds holding

Funds holding: 370361 (-9)

13% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 47

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 139

81% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $18.1M

Holders
361
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
5.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
41
Increased
119
Reduced
139
Closed
47
Calls
$3.49M
Puts
$18.1M
Net Calls
-$14.6M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$18.1K
AAP
302
Arax Advisory Partners
Colorado
$18K +$17.1K +174 New
PCMC
303
Planning Capital Management Corporation
Pennsylvania
$16.9K
GXJ
304
Global X Japan
Japan
$15.7K
CFGS
305
Concourse Financial Group Securities
Alabama
$15.3K -$2.85K -29 -16%
CA
306
CoreCap Advisors
Michigan
$14.1K
SPIA
307
Steward Partners Investment Advisory
New York
$13.7K
PTC
308
Private Trust Company
Ohio
$13.1K -$294 -3 -2%
Bessemer Group
309
Bessemer Group
New Jersey
$11K
IA
310
IFP Advisors
Florida
$10.5K
S
311
SignatureFD
Georgia
$10.4K -$1.27K -13 -12%
FRA
312
Front Row Advisors
California
$10.4K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$9.01K +$7.06K +72 +480%
HFS
314
Hantz Financial Services
Michigan
$9K
FFA
315
Farther Finance Advisors
California
$8.95K +$8.04K +82 +1,367%
HNB
316
Huntington National Bank
Ohio
$8.8K -$32.8K -334 -80%
LC
317
Lindbrook Capital
California
$8.8K -$1.77K -18 -17%
GRP
318
Global Retirement Partners
California
$8.49K +$3.53K +36 +78%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$8.45K
SWM
320
Spire Wealth Management
Virginia
$8.18K
Cohen & Steers
321
Cohen & Steers
New York
$8K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$7.66K
SAM
323
Smartleaf Asset Management
Massachusetts
$7.36K +$6.97K +71 New
FFA
324
Frazier Financial Advisors
Ohio
$7.35K +$3.34K +34 +92%
CAL
325
Capital Advisors Ltd
Ohio
$7K