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282 hedge funds and large institutions have $3.19B invested in EnerSys in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

7% more funds holding

Funds holding: 264282 (+18)

3.44% less ownership

Funds ownership: 99.27%95.84% (-3.4%)

12% less capital invested

Capital invested by funds: $3.64B → $3.19B (-$449M)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

47% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $6.24M

Holders
282
Holders Change
+18
Holders Change %
+6.82%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
46
Increased
83
Reduced
107
Closed
27
Calls
$3.28M
Puts
$6.24M
Net Calls
-$2.96M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$28.7M -$2.44M -30,144 -8%
Victory Capital Management
27
Victory Capital Management
Texas
$28.6M -$2.09M -25,711 -7%
SCM
28
Sterling Capital Management
North Carolina
$27.4M -$6.57M -81,000 -19%
PCMI
29
Paradigm Capital Management Inc
New York
$26.7M -$487K -6,000 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$26.2M -$13.6M -167,904 -33%
FWIA
31
Fort Washington Investment Advisors
Ohio
$26.1M +$8.15M +100,464 +43%
AAM
32
ACK Asset Management
Connecticut
$25.8M -$5.79M -71,411 -17%
JP Morgan Chase
33
JP Morgan Chase
New York
$21.6M -$5.49M -67,643 -20%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$20.6M -$738K -9,102 -3%
KCM
35
Kennedy Capital Management
Missouri
$20.5M -$1.01M -12,462 -5%
WCM
36
Wedge Capital Management
North Carolina
$19.8M -$3.36M -41,433 -14%
WRF
37
Waddell & Reed Financial
Kansas
$19M +$19.9M +244,903 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$17.9M -$5.52M -68,011 -23%
Allianz Asset Management
39
Allianz Asset Management
Germany
$16.2M -$5.26M -64,862 -24%
Principal Financial Group
40
Principal Financial Group
Iowa
$15.9M +$1.05M +12,975 +7%
EVM
41
Eaton Vance Management
Massachusetts
$15.1M +$69.9K +862 +0.4%
Goldman Sachs
42
Goldman Sachs
New York
$14.3M -$62.4K -769 -0.4%
Ameriprise
43
Ameriprise
Minnesota
$13.2M +$831K +10,249 +6%
MCM
44
Matarin Capital Management
New York
$12.2M +$10.9M +134,603 +593%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.1M +$4.48M +55,247 +63%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$10.9M -$1.36M -16,777 -11%
WG
47
Winton Group
United Kingdom
$10.5M +$1.77M +21,841 +19%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$10.1M +$530K +6,538 +5%
SGCIA
49
Smith Graham & Co Investment Advisors
Texas
$9.49M -$518K -6,390 -5%
Deutsche Bank
50
Deutsche Bank
Germany
$9.36M -$11.2M -137,560 -53%