We are live on ! Find out more

292 hedge funds and large institutions have $3.43B invested in EnerSys in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $2.74B → $3.43B (+$689M)

9% more funds holding

Funds holding: 267292 (+25)

1.11% more ownership

Funds ownership: 96.29%97.4% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

39% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.38M

Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
88
Reduced
108
Closed
19
Calls
$839K
Puts
$1.38M
Net Calls
-$540K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$31.9M +$9.57M +121,946 +46%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$28.9M -$1.58M -20,167 -5%
VLKIM
28
Van Lanschot Kempen Investment Management
Netherlands
$28.8M +$9.57M +122,021 +54%
First Trust Advisors
29
First Trust Advisors
Illinois
$28.1M +$14.4M +183,229 +118%
WCM
30
Wedge Capital Management
North Carolina
$24.9M -$3.2M -40,745 -12%
Bank of America
31
Bank of America
North Carolina
$24.2M -$2.33M -29,726 -9%
Wells Fargo
32
Wells Fargo
California
$23.2M +$321K +4,093 +1%
Legal & General Group
33
Legal & General Group
United Kingdom
$22.4M +$6.83M +87,045 +48%
MWNA
34
Marshall Wace North America
New York
$20.8M -$10.1M -129,037 -34%
GT
35
Glenmede Trust
Pennsylvania
$20.2M -$1.83M -23,358 -9%
WCM Investment Management
36
WCM Investment Management
California
$19.6M +$318K +4,057 +2%
HCC
37
Hill City Capital
Massachusetts
$18.3M +$17.3M +220,000 New
JP Morgan Chase
38
JP Morgan Chase
New York
$17.7M +$5.92M +75,490 +55%
Truist Financial
39
Truist Financial
North Carolina
$17.6M -$4.23M -53,859 -20%
ClearBridge Investments
40
ClearBridge Investments
New York
$17.5M +$16.5M +210,767 New
TCM
41
Tributary Capital Management
Nebraska
$17.4M -$810K -10,320 -5%
AAM
42
ACK Asset Management
Connecticut
$16.4M -$412K -5,250 -2%
OFCM
43
One Fin Capital Management
California
$14.6M -$1.41M -18,000 -9%
Morgan Stanley
44
Morgan Stanley
New York
$14.5M +$6.56M +83,652 +92%
Allianz Asset Management
45
Allianz Asset Management
Germany
$14.3M +$5.2M +66,260 +62%
Ameriprise
46
Ameriprise
Minnesota
$14.3M +$2.33M +29,644 +21%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$13.5M +$34.3K +437 +0.3%
FP
48
Foundry Partners
Minnesota
$13.1M +$561K +7,150 +5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.5M +$883K +11,254 +8%
William Blair & Company
50
William Blair & Company
Illinois
$12.5M -$68.5K -873 -0.6%