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261 hedge funds and large institutions have $2.86B invested in EnerSys in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

23% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $860K

1.53% more ownership

Funds ownership: 96.78%98.31% (+1.5%)

1% more funds holding

Funds holding: 259261 (+2)

1% more capital invested

Capital invested by funds: $2.84B → $2.86B (+$19.8M)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
261
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
5.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
85
Reduced
97
Closed
26
Calls
$1.05M
Puts
$860K
Net Calls
+$194K
Net Calls Change
-$748K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$27.2M -$1.1M -15,500 -4%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$27.1M
KCM
28
Kennedy Capital Management
Missouri
$27M +$5.84M +82,161 +27%
Invesco
29
Invesco
Georgia
$26.2M -$428K -6,023 -2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$25.6M -$78.1K -1,099 -0.3%
PCMI
31
Paradigm Capital Management Inc
New York
$25.4M
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$25.2M -$3.86M -54,327 -13%
Charles Schwab
33
Charles Schwab
California
$24.2M -$674K -9,482 -3%
EVM
34
Eaton Vance Management
Massachusetts
$24.1M +$16.4M +230,025 +195%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$23.4M +$24M +337,952 New
JP Morgan Chase
36
JP Morgan Chase
New York
$22.7M +$945K +13,292 +4%
AQR Capital Management
37
AQR Capital Management
Connecticut
$21.5M -$8.5M -119,537 -28%
FWIA
38
Fort Washington Investment Advisors
Ohio
$19.9M +$9.4M +132,200 +86%
TA
39
Teachers Advisors
New York
$18.6M -$5.28M -74,256 -22%
Goldman Sachs
40
Goldman Sachs
New York
$14.1M -$21.8M -305,997 -60%
Ameriprise
41
Ameriprise
Minnesota
$14.1M +$3.23M +45,408 +29%
Principal Financial Group
42
Principal Financial Group
Iowa
$12.7M +$56K +788 +0.4%
Morgan Stanley
43
Morgan Stanley
New York
$12.4M +$706K +9,931 +6%
FP
44
Foundry Partners
Minnesota
$11.4M -$1.42M -19,931 -11%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$11.1M +$222K +3,118 +2%
TSW
46
Thompson Siegel & Walmsley
Virginia
$10.6M -$875K -12,306 -7%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$9.96M -$609K -8,560 -6%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$9.56M -$294K -4,142 -3%
SGCIA
49
Smith Graham & Co Investment Advisors
Texas
$9.15M -$188K -2,640 -2%
Comerica Bank
50
Comerica Bank
Texas
$8.93M -$1.12M -15,769 -11%