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363 hedge funds and large institutions have $3.46B invested in EnerSys in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $416K

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0.66% more ownership

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

0% less funds holding

Funds holding: 364363 (-1)

10% less capital invested

Capital invested by funds: $3.83B → $3.46B (-$372M)

12% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 140

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
363
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
123
Reduced
140
Closed
43
Calls
$1.19M
Puts
$416K
Net Calls
+$776K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$5.36K +$5.65K +58 New
LIS
327
Legacy Investment Solutions
Idaho
$4.99K
LWMI
328
Legacy Wealth Management (Idaho)
Idaho
$4.99K
IA
329
IFP Advisors
Florida
$4.9K -$4.67K -48 -48%
KFI
330
Key Financial Inc
Pennsylvania
$4.81K
FPF
331
First Pacific Financial
Washington
$4.25K +$4.48K +46 New
BGAI
332
Bruce G. Allen Investments
Colorado
$4.16K +$681 +7 +18%
AGWCA
333
Annis Gardner Whiting Capital Advisors
Florida
$3.98K -$681 -7 -14%
JWA
334
JFS Wealth Advisors
Pennsylvania
$3.7K
MHR
335
Matthew Hamilton Rosenberg
$3.33K
CMBA
336
C.M. Bidwell & Associates
Hawaii
$2.96K -$62.8K -645 -95%
AAP
337
Arax Advisory Partners
Colorado
$2.96K -$13.8K -142 -82%
AIM
338
Anchor Investment Management
South Carolina
$2.77K
RIL
339
Rothschild Investment LLC
Illinois
$2.77K
W
340
WealthCollab
Washington
$2.77K
BIG
341
Brooklyn Investment Group
New York
$2.68K +$2.82K +29 New
AF
342
Allworth Financial
California
$2.6K -$1.66K -17 -40%
TC
343
Truvestments Capital
Florida
$2.5K
CWC
344
Carolinas Wealth Consulting
North Carolina
$2.4K -$389 -4 -13%
GWM
345
Geneos Wealth Management
Colorado
$2.03K -$292 -3 -12%
HWM
346
Hemington Wealth Management
Virginia
$2K +$487 +5 +20%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$1.66K
PWMG
348
Private Wealth Management Group
New Jersey
$1.48K -$195 -2 -11%
PWMG
349
Prestige Wealth Management Group
New Jersey
$1.39K
CT
350
Colonial Trust
South Carolina
$1.29K +$1.36K +14 New