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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
ATPW
326
Ashton Thomas Private Wealth
Arizona
$5.9K +$5.59K +57 New
AF
327
Allworth Financial
California
$5.7K +$1.37K +14 +35%
KFI
328
Key Financial Inc
Pennsylvania
$5.38K
CPG
329
Cornerstone Planning Group
New Jersey
$5.36K
CTC
330
Central Trust Company
Missouri
$5.18K +$4.91K +50 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$5K +$4.51K +46 New
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$4.45K
CFD
333
Creative Financial Designs
Indiana
$4.24K
JWA
334
JFS Wealth Advisors
Pennsylvania
$4.04K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$3.83K
MHR
336
Matthew Hamilton Rosenberg
$3.66K
BGAI
337
Bruce G. Allen Investments
Colorado
$3.31K -$1.57K -16 -33%
W
338
WealthCollab
Washington
$3.11K -$1.96K -20 -40%
CWC
339
Carolinas Wealth Consulting
North Carolina
$3.11K -$1.18K -12 -29%
AIM
340
Anchor Investment Management
South Carolina
$3.11K
FFC
341
First Financial Corp
Indiana
$2.79K
PWMG
342
Private Wealth Management Group
New Jersey
$1.97K -$589 -6 -24%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$1.86K
SIC
344
SJS Investment Consulting
Ohio
$1.66K
PWMG
345
Prestige Wealth Management Group
New Jersey
$1.55K
RIL
346
Rothschild Investment LLC
Illinois
$1.55K +$981 +10 +200%
TWC
347
TD Waterhouse Canada
Ontario, Canada
$1.22K
S
348
Sachetta
Massachusetts
$1.19K
RFG
349
RFP Financial Group
Georgia
$1.14K
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$1.14K +$98 +1 +10%