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257 hedge funds and large institutions have $2.71B invested in EnerSys in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 96.33%97.89% (+1.6%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more funds holding

Funds holding: 255257 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less call options, than puts

Call options by funds: $6.06M | Put options by funds: $6.1M

3% less capital invested

Capital invested by funds: $2.79B → $2.71B (-$78.9M)

23% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 109

Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
84
Reduced
109
Closed
27
Calls
$6.06M
Puts
$6.1M
Net Calls
-$42K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$23M -$528K -8,409 -2%
SBH
27
Segall Bryant & Hamill
Illinois
$22.8M -$585K -9,322 -3%
Charles Schwab
28
Charles Schwab
California
$21M +$75.5K +1,202 +0.4%
SCM
29
Sterling Capital Management
North Carolina
$20.7M
CVA
30
Ceredex Value Advisors
Florida
$20.5M +$1.98M +31,600 +11%
EVM
31
Eaton Vance Management
Massachusetts
$20.4M +$3.26M +51,959 +20%
RA
32
Royce & Associates
New York
$19M +$7.67M +122,125 +74%
WCM
33
Wedge Capital Management
North Carolina
$17M -$360K -5,737 -2%
FCM
34
Frontier Capital Management
Massachusetts
$16.8M +$377K +6,001 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$15.1M +$4.13M +65,710 +40%
FWIA
36
Fort Washington Investment Advisors
Ohio
$14.6M -$13M -207,000 -48%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$13.9M -$331K -5,276 -2%
Millennium Management
38
Millennium Management
New York
$13.7M +$12.9M +205,106 +6,137%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$13.7M -$6.51M -103,615 -33%
Ameriprise
40
Ameriprise
Minnesota
$12.6M -$1.3M -20,684 -10%
WCM Investment Management
41
WCM Investment Management
California
$12.6M -$716K -11,405 -6%
ECP
42
Elk Creek Partners
Colorado
$12M +$3.45M +54,904 +43%
N
43
Nuveen
North Carolina
$11.9M -$1.73M -27,476 -13%
VLKIM
44
Van Lanschot Kempen Investment Management
Netherlands
$10.9M +$1.4M +22,307 +16%
FP
45
Foundry Partners
Minnesota
$10M +$808K +12,874 +9%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$10M +$45.7K +727 +0.5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.51M -$106K -1,692 -1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$9.37M +$571K +9,100 +7%
Stifel Financial
49
Stifel Financial
Missouri
$9.33M -$3.02M -48,121 -25%
BAM
50
Barrett Asset Management
New York
$9.13M +$8.7M +138,525 New