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252 hedge funds and large institutions have $3.14B invested in EnerSys in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more capital invested

Capital invested by funds: $2.71B → $3.14B (+$422M)

1.34% more ownership

Funds ownership: 97.89%99.22% (+1.3%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less call options, than puts

Call options by funds: $838K | Put options by funds: $845K

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

2% less funds holding

Funds holding: 257252 (-5)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
85
Reduced
92
Closed
30
Calls
$838K
Puts
$845K
Net Calls
-$7K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
ACK Asset Management
Connecticut
$24.8M -$3.26M -47,000 -11%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$24.4M -$5.23M -75,443 -19%
SBH
28
Segall Bryant & Hamill
Illinois
$24.2M -$1.59M -22,993 -7%
Charles Schwab
29
Charles Schwab
California
$24M +$190K +2,740 +0.9%
Wells Fargo
30
Wells Fargo
California
$24M -$7.5M -108,308 -25%
WCM
31
Wedge Capital Management
North Carolina
$23.7M +$4.07M +58,815 +23%
WCM Investment Management
32
WCM Investment Management
California
$23.4M +$8.48M +122,447 +64%
CVA
33
Ceredex Value Advisors
Florida
$20.8M -$2.25M -32,484 -10%
CCM
34
Channing Capital Management
Illinois
$19.8M -$24.3M -351,209 -57%
Deutsche Bank
35
Deutsche Bank
Germany
$16.8M -$263K -3,795 -2%
BHC
36
Bowen Hanes & Co
Florida
$15M +$13.9M +200,000 New
GLA
37
Great Lakes Advisors
Illinois
$14.9M +$13.8M +199,412 New
Nordea Investment Management
38
Nordea Investment Management
Sweden
$14.8M -$791K -11,425 -6%
RA
39
Royce & Associates
New York
$14.7M -$6.32M -91,310 -32%
OFCM
40
One Fin Capital Management
California
$13.8M +$12.7M +184,000 New
VLKIM
41
Van Lanschot Kempen Investment Management
Netherlands
$13.7M +$1.19M +17,239 +10%
Ameriprise
42
Ameriprise
Minnesota
$13.3M -$1.02M -14,659 -8%
N
43
Nuveen
North Carolina
$13.1M -$437K -6,315 -3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$12.6M +$3.28M +47,386 +39%
FP
45
Foundry Partners
Minnesota
$12.2M +$717K +10,346 +7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$12M -$3.24M -46,823 -23%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$10.7M -$96.2K -1,389 -1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$10.6M
BAM
49
Barrett Asset Management
New York
$10.6M +$185K +2,675 +2%
RCAMU
50
Rothschild & Co Asset Management US
Connecticut
$10.4M -$912K -13,163 -9%