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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$7.81K +$7.9K +84 New
SWM
327
Spire Wealth Management
Virginia
$7.46K +$2.63K +28 +55%
Cohen & Steers
328
Cohen & Steers
New York
$7K
Mitsubishi UFJ Asset Management
329
Mitsubishi UFJ Asset Management
Japan
$6.99K
HWA
330
HHM Wealth Advisors
Tennessee
$6.33K
CAL
331
Capital Advisors Ltd
Ohio
$6K
CPG
332
Cornerstone Planning Group
New Jersey
$5.13K +$5.17K +55 New
KFI
333
Key Financial Inc
Pennsylvania
$4.91K
W
334
WealthCollab
Washington
$4.72K +$4.7K +50 New
BGAI
335
Bruce G. Allen Investments
Colorado
$4.53K -$3.67K -39 -45%
GRP
336
Global Retirement Partners
California
$4.34K
AGWCA
337
Annis Gardner Whiting Capital Advisors
Florida
$4.06K
CWC
338
Carolinas Wealth Consulting
North Carolina
$3.97K +$658 +7 +20%
CFD
339
Creative Financial Designs
Indiana
$3.87K
AF
340
Allworth Financial
California
$3.78K +$1.32K +14 +54%
JWA
341
JFS Wealth Advisors
Pennsylvania
$3.68K
FFA
342
Frazier Financial Advisors
Ohio
$3.5K -$1.41K -15 -29%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$3.5K +$188 +2 +6%
MHR
344
Matthew Hamilton Rosenberg
$3.35K
AIM
345
Anchor Investment Management
South Carolina
$2.83K
FFC
346
First Financial Corp
Indiana
$2.55K +$2.54K +27 New
PWMG
347
Private Wealth Management Group
New Jersey
$2.36K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$1.7K
SIC
349
SJS Investment Consulting
Ohio
$1.51K
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$1.42K