We are live on ! Find out more

275 hedge funds and large institutions have $3.03B invested in EnerSys in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

1% more funds holding

Funds holding: 273275 (+2)

0.39% more ownership

Funds ownership: 95.87%96.26% (+0.39%)

8% less capital invested

Capital invested by funds: $3.29B → $3.03B (-$258M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $3.59M

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
109
Reduced
98
Closed
27
Calls
$1.78M
Puts
$3.59M
Net Calls
-$1.81M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$31.3M +$738K +9,370 +2%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$30.4M -$24.6K -313 -0.1%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$29.5M -$2.09M -26,526 -6%
JP Morgan Chase
29
JP Morgan Chase
New York
$28.8M -$36.7M -466,381 -54%
SCM
30
Sterling Capital Management
North Carolina
$28.4M -$4.1M -52,107 -12%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$28.4M +$4.84M +61,500 +19%
Principal Financial Group
32
Principal Financial Group
Iowa
$28.1M -$554K -7,031 -2%
Charles Schwab
33
Charles Schwab
California
$27.5M +$1.17M +14,805 +4%
PAM
34
Panagora Asset Management
Massachusetts
$27.1M +$4.41M +55,961 +18%
PCMI
35
Paradigm Capital Management Inc
New York
$26.2M +$701K +8,900 +3%
Bank of America
36
Bank of America
North Carolina
$26.2M -$586K -7,449 -2%
TA
37
Teachers Advisors
New York
$24.1M +$1.65M +20,941 +7%
Goldman Sachs
38
Goldman Sachs
New York
$21.2M +$4.31M +54,691 +23%
KCM
39
Kennedy Capital Management
Missouri
$18.1M +$7.14M +90,683 +57%
Ameriprise
40
Ameriprise
Minnesota
$17.8M -$1.09M -13,828 -5%
UBS AM
41
UBS AM
Illinois
$15M -$1.27M -16,126 -7%
Deutsche Bank
42
Deutsche Bank
Germany
$13.7M +$1.38M +17,532 +10%
TCIM
43
TIAA CREF Investment Management
New York
$13.7M -$3.52M -44,681 -19%
CI
44
Cambiar Investors
Colorado
$13.6M -$7.73M -98,215 -34%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$13.1M -$434K -5,517 -3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$12.8M -$2.71M -34,399 -16%
FP
47
Foundry Partners
Minnesota
$12.4M +$850K +10,800 +7%
ACH
48
ArrowMark Colorado Holdings
Colorado
$11.4M +$1.57M +20,000 +14%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$10.9M +$213K +2,700 +2%
TSW
50
Thompson Siegel & Walmsley
Virginia
$10.4M -$2.37M -30,143 -17%