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254 hedge funds and large institutions have $3.5B invested in EnerSys in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $2.91B → $3.5B (+$596M)

12% more funds holding

Funds holding: 227254 (+27)

4.7% more ownership

Funds ownership: 100.79%105.49% (+4.7%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

74% less call options, than puts

Call options by funds: $4.41M | Put options by funds: $16.8M

Holders
254
Holders Change
+27
Holders Change %
+11.89%
% of All Funds
7.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
46
Increased
85
Reduced
96
Closed
18
Calls
$4.41M
Puts
$16.8M
Net Calls
-$12.4M
Net Calls Change
-$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$39.7M +$3.12M +46,527 +9%
LCP
27
Lombardia Capital Partners
California
$38.9M -$2.86M -42,652 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$37.8M +$4.4M +65,598 +14%
SM
29
Stratton Management
Pennsylvania
$36.6M
ICM
30
IronBridge Capital Management
Illinois
$33M -$3.35M -49,938 -10%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$28.8M +$2.19M +32,683 +9%
EAM
32
Eagle Asset Management
Florida
$27.3M -$520K -7,747 -2%
ACM
33
Apex Capital Management
Ohio
$24.7M +$1.2M +17,937 +5%
Wells Fargo
34
Wells Fargo
California
$24.6M -$1.16M -17,353 -5%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$24.5M -$4.17M -62,075 -15%
OCG
36
Opus Capital Group
Ohio
$22.9M -$92.1K -1,372 -0.4%
PCMI
37
Paradigm Capital Management Inc
New York
$21.2M -$114K -1,700 -0.6%
Morgan Stanley
38
Morgan Stanley
New York
$21M +$9.15M +136,444 +84%
Prudential Financial
39
Prudential Financial
New Jersey
$20.8M +$4.45M +66,300 +29%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$20.8M +$1.92M +28,662 +11%
GT
41
Glenmede Trust
Pennsylvania
$20M +$3.27M +48,747 +21%
FMA
42
Fiduciary Management Associates
Illinois
$19.9M +$4.27M +63,680 +29%
TA
43
Teachers Advisors
New York
$19.7M +$143K +2,130 +0.8%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$19.6M +$3.74M +55,691 +25%
DS
45
Dudley & Shanley
Florida
$18.8M -$1.05M -15,575 -6%
TCIM
46
TIAA CREF Investment Management
New York
$18.7M -$527K -7,855 -3%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$18.5M -$67.1K -1,000 -0.4%
NIMC
48
NWQ Investment Management Company
California
$17.1M -$3.63M -54,131 -18%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$16.1M +$2.7M +40,193 +21%
Charles Schwab
50
Charles Schwab
California
$16M -$172K -2,562 -1%