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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
NS
326
NBC Securities
Alabama
$7K +$7.36K +73 New
CAL
327
Capital Advisors Ltd
Ohio
$6K
CPG
328
Cornerstone Planning Group
New Jersey
$5.88K +$403 +4 +7%
KFI
329
Key Financial Inc
Pennsylvania
$5.31K
CPA
330
Capital Performance Advisors
California
$5.31K +$5.24K +52 New
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$5.1K +$706 +7 +16%
LIS
332
Legacy Investment Solutions
Idaho
$4.9K +$5.04K +50 New
LWMI
333
Legacy Wealth Management (Idaho)
Idaho
$4.9K +$5.04K +50 New
AF
334
Allworth Financial
California
$4.39K -$1.11K -11 -20%
HT
335
Headlands Technologies
Illinois
$4.39K +$4.34K +43 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.08K +$101 +1 +3%
BGAI
337
Bruce G. Allen Investments
Colorado
$3.88K +$605 +6 +19%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$3.78K
MHR
339
Matthew Hamilton Rosenberg
$3.67K
AIM
340
Anchor Investment Management
South Carolina
$3.06K
CWC
341
Carolinas Wealth Consulting
North Carolina
$3.06K
W
342
WealthCollab
Washington
$3.06K
RIL
343
Rothschild Investment LLC
Illinois
$3.06K +$1.51K +15 +100%
FFC
344
First Financial Corp
Indiana
$2.75K
TC
345
Truvestments Capital
Florida
$2.75K +$2.72K +27 New
GWM
346
Geneos Wealth Management
Colorado
$2.55K +$2.52K +25 New
HWM
347
Hemington Wealth Management
Virginia
$2K +$2.52K +25 New
PWMG
348
Private Wealth Management Group
New Jersey
$1.84K -$101 -1 -5%
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$1.84K
SIC
350
SJS Investment Consulting
Ohio
$1.63K