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495 hedge funds and large institutions have $6.16B invested in EnerSys in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 190 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $11.8M

187% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $5.33B → $6.16B (+$828M)

14% more funds holding

Funds holding: 434495 (+61)

1.97% less ownership

Funds ownership: 98.55%96.57% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
495
Holders Change
+61
Holders Change %
+14.06%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
109
Increased
190
Reduced
146
Closed
38
Calls
$51.5M
Puts
$11.8M
Net Calls
+$39.6M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
351
NorthCrest Asset Manangement
Minnesota
$264K -$12.2K -72 -5%
PWP
352
Perfromance Wealth Partners
Illinois
$262K +$339 +2 +0.1%
PCM
353
Polymer Capital Management
New York
$251K -$114K -671 -32%
AAS
354
Ameritas Advisory Services
Nebraska
$248K +$242K +1,429 New
EPW
355
Evolve Private Wealth
California
$245K +$239K +1,413 New
CG
356
Caprock Group
Idaho
$245K +$239K +1,411 New
SP
357
SIH Partners
Delaware
$240K +$234K +1,382 New
CW
358
Channel Wealth
California
$239K +$233K +1,376 New
FTWA
359
Fifth Third Wealth Advisors
Ohio
$236K +$231K +1,361 New
AC
360
Aristides Capital
Kentucky
$233K +$228K +1,344 New
GCP
361
GSA Capital Partners
United Kingdom
$233K +$227K +1,342 New
RIL
362
Rothschild Investment LLC
Illinois
$231K +$78.1K +461 +53%
UCB
363
United Community Bank
South Carolina
$228K +$223K +1,315 New
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$227K +$160K +942 +258%
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
$226K +$220K +1,301 New
CIA
366
Caerus Investment Advisors
Texas
$222K +$217K +1,280 New
HNB
367
Huntington National Bank
Ohio
$222K +$207K +1,221 +2,069%
CGH
368
Crossmark Global Holdings
Texas
$217K +$212K +1,252 New
HFO
369
Heritage Family Offices
Arizona
$215K -$55.6K -328 -21%
SAM
370
Smartleaf Asset Management
Massachusetts
$212K +$169K +999 +366%
MP
371
Mangrove Partners
Connecticut
$212K +$206K +1,219 New
TSWM
372
Triangle Securities Wealth Management
North Carolina
$210K +$205K +1,211 New
IWC
373
Integrated Wealth Concepts
Massachusetts
$210K +$205K +1,209 New
UCFA
374
United Capital Financial Advisors
Texas
$210K +$205K +1,209 New
PCM
375
Prelude Capital Management
New York
$210K +$205K +1,208 New