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264 hedge funds and large institutions have $3.64B invested in EnerSys in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.07B → $3.64B (+$570M)

1.63% more ownership

Funds ownership: 97.64%99.27% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.6M

3% less funds holding

Funds holding: 273264 (-9)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
264
Holders Change
-9
Holders Change %
-3.3%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
82
Reduced
99
Closed
33
Calls
$2.4M
Puts
$2.6M
Net Calls
-$201K
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$34.8M -$1.27M -15,833 -4%
Victory Capital Management
27
Victory Capital Management
Texas
$34.3M +$31.6M +394,082 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$32.7M -$1.26M -15,726 -4%
Invesco
29
Invesco
Georgia
$31.5M +$127K +1,577 +0.4%
PCMI
30
Paradigm Capital Management Inc
New York
$30.5M -$1.32M -16,400 -4%
JP Morgan Chase
31
JP Morgan Chase
New York
$30.2M +$10.1M +125,570 +57%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$26M -$2.88M -35,890 -11%
RA
33
Royce & Associates
New York
$25.9M -$7.54M -93,859 -24%
WCM
34
Wedge Capital Management
North Carolina
$25.8M -$1.04M -12,908 -4%
AL
35
AJO LP
Pennsylvania
$24.7M +$11.7M +145,227 +105%
KCM
36
Kennedy Capital Management
Missouri
$24.1M -$9.21M -114,728 -29%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$24M -$7.54M -93,831 -25%
Allianz Asset Management
38
Allianz Asset Management
Germany
$23.8M -$7.74M -96,422 -26%
Deutsche Bank
39
Deutsche Bank
Germany
$22.5M -$2.86M -35,611 -12%
FWIA
40
Fort Washington Investment Advisors
Ohio
$20.6M -$6.48M -80,633 -25%
EVM
41
Eaton Vance Management
Massachusetts
$16.9M +$807K +10,044 +5%
Principal Financial Group
42
Principal Financial Group
Iowa
$16.7M +$286K +3,562 +2%
Goldman Sachs
43
Goldman Sachs
New York
$16.1M -$6.58M -81,968 -31%
FP
44
Foundry Partners
Minnesota
$15.8M +$45.6K +568 +0.3%
Ameriprise
45
Ameriprise
Minnesota
$13.9M -$3.15M -39,241 -20%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$13.7M -$561K -6,981 -4%
Morgan Stanley
47
Morgan Stanley
New York
$12.5M +$5.62K +70 +0%
Man Group
48
Man Group
United Kingdom
$12M -$907K -11,292 -8%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$11.6M +$41K +510 +0.4%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$11.5M +$10.6M +132,232 New