355 hedge funds and large institutions have $3.94B invested in EnerSys in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+25
Holders Change %
+7.58%
% of All Funds
5.21%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
105
Reduced
130
Closed
34
Calls
$1.35M
Puts
$5.41M
Net Calls
-$4.06M
Net Calls Change
-$6.08M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
326
Frazier Financial Advisors
Ohio
$5.25K +$5.25K +52 New
SWM
327
Spire Wealth Management
Virginia
$4.98K -$195 -2 -4%
GRP
328
Global Retirement Partners
California
$4.47K
AGWCA
329
Annis Gardner Whiting Capital Advisors
Florida
$4.34K
CFD
330
Creative Financial Designs
Indiana
$4.14K
JWA
331
JFS Wealth Advisors
Pennsylvania
$3.94K
MHR
332
Matthew Hamilton Rosenberg
$3.64K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$3.53K -$606 -6 -15%
CWC
334
Carolinas Wealth Consulting
North Carolina
$3.53K -$202 -2 -5%
ASN
335
Advisory Services Network
Georgia
$3.43K +$3.43K +34 New
AIM
336
Anchor Investment Management
South Carolina
$3.03K
GA
337
GoalVest Advisory
New York
$2.73K -$7.98K -79 -75%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$2.67K
AF
339
Allworth Financial
California
$2.63K +$2.02K +20 +333%
GWS
340
Glassman Wealth Services
Virginia
$2.52K
PWMG
341
Private Wealth Management Group
New Jersey
$2.52K +$2.52K +25 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$1.82K
SIC
343
SJS Investment Consulting
Ohio
$1.62K
PWMG
344
Prestige Wealth Management Group
New Jersey
$1.52K
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$1.52K +$1.52K +15 New
FFA
346
Farther Finance Advisors
California
$1.51K +$1.51K +15 New
AF
347
Advisornet Financial
Minnesota
$1.21K -$101 -1 -8%
S
348
Sachetta
Massachusetts
$1.11K +$1.11K +11 New
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$1.01K +$1.01K +10 New
BTI
350
Blue Trust Inc
Georgia
$1K +$1K +14 New