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265 hedge funds and large institutions have $3.47B invested in EnerSys in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 254265 (+11)

0.95% more ownership

Funds ownership: 105.49%106.44% (+0.95%)

1% less capital invested

Capital invested by funds: $3.5B → $3.47B (-$28M)

25% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 116

42% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $6.2M

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
33
Increased
87
Reduced
116
Closed
20
Calls
$3.56M
Puts
$6.2M
Net Calls
-$2.63M
Net Calls Change
+$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$38.2M -$4.76M -67,791 -11%
LCP
27
Lombardia Capital Partners
California
$37.3M -$1.18M -16,754 -3%
Ameriprise
28
Ameriprise
Minnesota
$37M -$5.05M -72,024 -12%
SM
29
Stratton Management
Pennsylvania
$36.2M
VVP
30
Vulcan Value Partners
Alabama
$32.1M +$32.5M +463,479 New
ICM
31
IronBridge Capital Management
Illinois
$30.2M -$2.41M -34,319 -7%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$29.6M -$10.1M -144,470 -25%
Prudential Financial
33
Prudential Financial
New Jersey
$28.9M +$8.43M +120,100 +40%
ACM
34
Apex Capital Management
Ohio
$25.7M +$1.33M +18,901 +5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$24.4M +$3.89M +55,489 +19%
Wells Fargo
36
Wells Fargo
California
$24.1M -$195K -2,778 -0.8%
GT
37
Glenmede Trust
Pennsylvania
$23.4M +$3.7M +52,752 +18%
FMA
38
Fiduciary Management Associates
Illinois
$21.8M +$2.16M +30,780 +11%
RCAMU
39
Rothschild & Co Asset Management US
Connecticut
$21.1M -$3.22M -45,923 -13%
PCMI
40
Paradigm Capital Management Inc
New York
$20.9M -$56.1K -800 -0.3%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$20.8M +$1.5M +21,446 +8%
EAM
42
Eagle Asset Management
Florida
$20.5M -$6.63M -94,558 -24%
TA
43
Teachers Advisors
New York
$19.6M +$105K +1,502 +0.5%
NIMC
44
NWQ Investment Management Company
California
$18.8M +$1.93M +27,536 +11%
Morgan Stanley
45
Morgan Stanley
New York
$18.3M -$2.46M -35,049 -12%
TCIM
46
TIAA CREF Investment Management
New York
$18M -$546K -7,787 -3%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$17.8M -$489K -6,976 -3%
OCG
48
Opus Capital Group
Ohio
$15.8M -$7M -99,715 -30%
KMC
49
Kirr Marbach & Co
Indiana
$15.7M -$140K -1,996 -0.9%
HRCM
50
Hood River Capital Management
Florida
$15.2M +$6.63M +94,480 +76%