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261 hedge funds and large institutions have $2.62B invested in EnerSys in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $2.06B → $2.62B (+$558M)

11% more funds holding

Funds holding: 236261 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.44% less ownership

Funds ownership: 97.66%96.22% (-1.4%)

15% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 98

20% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.77M

Holders
261
Holders Change
+25
Holders Change %
+10.59%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
83
Reduced
98
Closed
20
Calls
$4.64M
Puts
$5.77M
Net Calls
-$1.13M
Net Calls Change
-$867K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
26
WCM Investment Management
California
$20.2M +$257K +4,365 +1%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$20.1M -$632K -10,733 -3%
SBH
28
Segall Bryant & Hamill
Illinois
$19.8M -$72.4K -1,229 -0.4%
GT
29
Glenmede Trust
Pennsylvania
$19.6M -$4.24M -71,958 -19%
ECA
30
Encompass Capital Advisors
New York
$19M -$11.7M -199,071 -40%
AAM
31
ACK Asset Management
Connecticut
$18.2M +$830K +14,100 +5%
Wells Fargo
32
Wells Fargo
California
$18.1M +$6.22M +105,603 +60%
Truist Financial
33
Truist Financial
North Carolina
$17.6M -$3.65M -61,889 -18%
IECM
34
Intrinsic Edge Capital Management
Illinois
$15.5M +$14.1M +240,043 New
N
35
Nuveen
North Carolina
$15.2M +$3.57M +60,680 +35%
TCM
36
Tributary Capital Management
Nebraska
$15M +$7.72M +131,048 +129%
OFCM
37
One Fin Capital Management
California
$12.5M
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$12.3M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$10.4M +$323K +5,476 +4%
Legal & General Group
40
Legal & General Group
United Kingdom
$10.4M +$1.36M +23,073 +17%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.2M +$903K +15,338 +11%
FP
42
Foundry Partners
Minnesota
$9.84M -$1.86M -31,566 -17%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$9.15M
Ameriprise
44
Ameriprise
Minnesota
$9.08M -$1.84M -31,230 -18%
RFA
45
Reilly Financial Advisors
California
$9M +$82.2K +1,396 +1%
BAM
46
Barrett Asset Management
New York
$8.38M -$223K -3,785 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$7.84M +$1.87M +31,669 +35%
SGCIA
48
Smith Graham & Co Investment Advisors
Texas
$7.47M +$327K +5,553 +5%
Comerica Bank
49
Comerica Bank
Texas
$7.43M +$181K +3,065 +3%
SI
50
Sapience Investments
California
$7.05M -$926K -15,715 -13%