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EnerSys

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
PWMG
351
Prestige Wealth Management Group
New Jersey
$1.42K
GWM
352
Geneos Wealth Management
Colorado
$1.32K +$1.32K +14 New
HCP
353
Hexagon Capital Partners
Arkansas
$1.23K +$1.22K +13 New
S
354
Sachetta
Massachusetts
$1.11K
TWC
355
TD Waterhouse Canada
Ontario, Canada
$1.09K -$1.5K -16 -57%
RFG
356
RFP Financial Group
Georgia
$1.04K +$1.03K +11 New
DPW
357
DiNuzzo Private Wealth
Pennsylvania
$945
LFG
358
Larson Financial Group
Missouri
$945 +$940 +10 New
MA
359
Montag & Associates
Georgia
$895 +$846 +9 New
Skandinaviska Enskilda Banken (SEB)
360
Skandinaviska Enskilda Banken (SEB)
Sweden
$567 -$113K -1,200 -100%
FCAS
361
First Command Advisory Services
Texas
$567 +$564 +6 New
FFA
362
Farther Finance Advisors
California
$558 -$846 -9 -60%
TCM
363
Tradewinds Capital Management
Washington
$473
RIL
364
Rothschild Investment LLC
Illinois
$472 +$470 +5 New
VCM
365
Versant Capital Management
Arizona
$378
WWP
366
WR Wealth Planners
Missouri
$378 +$376 +4 New
FPF
367
First Pacific Financial
Washington
$284 +$282 +3 New
WIA
368
Wetzel Investment Advisors
Indiana
$271
TWP
369
TFO Wealth Partners
Ohio
$189
FIA
370
FNY Investment Advisers
New York
$18 +$18.8K +200 New
GC
371
Guggenheim Capital
Illinois
-$5.38M -53,281 Closed
SLG
372
Stanley-Laman Group
Pennsylvania
-$3.58M -35,440 Closed
HA
373
Homestead Advisers
Virginia
-$2.36M -23,335 Closed
MS
374
Maven Securities
Jersey
-$2.02M -20,000 Closed
DTL
375
Dynamic Technology Lab
Singapore
-$1.75M -17,384 Closed