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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
MWM
376
Moran Wealth Management
Florida
-$1.65M -16,345 Closed
Canada Pension Plan Investment Board
377
Canada Pension Plan Investment Board
Ontario, Canada
-$1.62M -16,000 Closed
RAM
378
Redmond Asset Management
Virginia
-$1.29M -12,766 Closed
FRM
379
Fox Run Management
Connecticut
-$763K -7,557 Closed
B
380
Bailard
California
-$651K -6,447 Closed
VF
381
Virtu Financial
New York
-$570K -5,643 Closed
FHB
382
First Hawaiian Bank
Hawaii
-$567K -5,615 Closed
AIA
383
Affinity Investment Advisors
California
-$502K -4,977 Closed
CAM
384
ClariVest Asset Management
California
-$432K -4,280 Closed
MM
385
MQS Management
New York
-$345K -3,415 Closed
CC
386
Centiva Capital
New York
-$282K -2,791 Closed
MWPCG
387
Measured Wealth Private Client Group
New Hampshire
-$265K -2,621 Closed
PMEF
388
Point72 Middle East FZE
United Arab Emirates
-$245K -2,427 Closed
SWM
389
SeaCrest Wealth Management
New York
-$222K -2,300 Closed
Wealth Enhancement Advisory Services
390
Wealth Enhancement Advisory Services
Minnesota
-$219K -2,165 Closed
ARC
391
Advisor Resource Council
Texas
-$214K -2,121 Closed
DWM
392
Dakota Wealth Management
Florida
-$203K -2,014 Closed
SI
393
Seeds Investor
New York
-$201K -1,991 Closed
MIA
394
MeadowBrook Investment Advisors
Michigan
-$157K -1,555 Closed
Walleye Trading
395
Walleye Trading
New York
-$140K -1,384 Closed
Barrow, Hanley, Mewhinney & Strauss
396
Barrow, Hanley, Mewhinney & Strauss
Texas
-$15K -149 Closed
ASN
397
Advisory Services Network
Georgia
-$3.43K -34 Closed
GA
398
GoalVest Advisory
New York
-$2.73K -27 Closed
GWS
399
Glassman Wealth Services
Virginia
-$2.52K -25 Closed
BTI
400
Blue Trust Inc
Georgia
-$1K -14 Closed