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364 hedge funds and large institutions have $3.83B invested in EnerSys in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.74M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 361364 (+3)

0.66% less ownership

Funds ownership: 93.93%93.27% (-0.66%)

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$80.5M)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
364
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
111
Reduced
140
Closed
41
Calls
$2.43M
Puts
$1.74M
Net Calls
+$694K
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$15.6K +$15.4K +153 New
GXJ
302
Global X Japan
Japan
$15.5K
UB
303
UMB Bank
Missouri
$15.1K -$20.8K -206 -58%
CA
304
CoreCap Advisors
Michigan
$13.9K
QL
305
Quarry LP
New York
$13.6K -$19.1K -189 -59%
SPIA
306
Steward Partners Investment Advisory
New York
$13.5K
PTC
307
Private Trust Company
Ohio
$13K
BTI
308
Blue Trust Inc
Georgia
$11.3K +$9.98K +99 +990%
S
309
SignatureFD
Georgia
$11.2K +$1.01K +10 +10%
CFGS
310
Concourse Financial Group Securities
Alabama
$11K -$4.03K -40 -27%
SAM
311
Smartleaf Asset Management
Massachusetts
$11K +$3.73K +37 +52%
IA
312
IFP Advisors
Florida
$10.3K
FRA
313
Front Row Advisors
California
$10.2K
HCA
314
Harbor Capital Advisors
Illinois
$10K +$10.2K +101 New
HGERS
315
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10.3K +102 New
FFA
316
Farther Finance Advisors
California
$9.39K +$403 +4 +5%
HFS
317
Hantz Financial Services
Michigan
$9K
HNB
318
Huntington National Bank
Ohio
$8.67K
LC
319
Lindbrook Capital
California
$8.67K
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$8.57K
GRP
321
Global Retirement Partners
California
$8.57K +$202 +2 +2%
SWM
322
Spire Wealth Management
Virginia
$8.06K
Bessemer Group
323
Bessemer Group
New Jersey
$8K -$2.32K -23 -22%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$7.76K -$1.11K -11 -13%
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$7.55K