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308 hedge funds and large institutions have $3.69B invested in EnerSys in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

63% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $3.25M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $3.43B → $3.69B (+$254M)

5% more funds holding

Funds holding: 292308 (+16)

1.84% less ownership

Funds ownership: 97.4%95.57% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 115

Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
48
Increased
92
Reduced
115
Closed
29
Calls
$5.31M
Puts
$3.25M
Net Calls
+$2.06M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$37.7M +$7.08M +77,286 +23%
N
27
Nuveen
North Carolina
$33.7M -$1.23M -13,489 -4%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31.6M
Legal & General Group
29
Legal & General Group
United Kingdom
$30.3M +$5.89M +64,376 +24%
Bank of America
30
Bank of America
North Carolina
$29.6M +$3.17M +34,625 +12%
WCM Investment Management
31
WCM Investment Management
California
$24.5M +$3.05M +33,287 +14%
WCM
32
Wedge Capital Management
North Carolina
$24M -$3.23M -35,320 -12%
Wells Fargo
33
Wells Fargo
California
$22.3M -$3.11M -33,981 -12%
JP Morgan Chase
34
JP Morgan Chase
New York
$20.2M +$837K +9,138 +4%
HCC
35
Hill City Capital
Massachusetts
$20M
Truist Financial
36
Truist Financial
North Carolina
$18.5M -$784K -8,564 -4%
ClearBridge Investments
37
ClearBridge Investments
New York
$18.3M -$849K -9,269 -4%
Allianz Asset Management
38
Allianz Asset Management
Germany
$17.9M +$2.24M +24,458 +14%
GT
39
Glenmede Trust
Pennsylvania
$17.6M -$4.5M -49,202 -20%
AAM
40
ACK Asset Management
Connecticut
$17M +$458K +5,000 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$16.9M +$2.21M +24,161 +15%
Ameriprise
42
Ameriprise
Minnesota
$15.6M -$26.1K -285 -0.2%
TCM
43
Tributary Capital Management
Nebraska
$15.1M -$4M -43,658 -21%
OFCM
44
One Fin Capital Management
California
$14.4M -$1.56M -17,000 -10%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$14.2M +$12.6M +138,037 +750%
FP
46
Foundry Partners
Minnesota
$13.4M -$967K -10,561 -7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$13.2M -$419K -4,574 -3%
AQR Capital Management
48
AQR Capital Management
Connecticut
$13.1M +$4.3M +46,995 +48%
William Blair & Company
49
William Blair & Company
Illinois
$13.1M -$569K -6,215 -4%
BAM
50
Barrett Asset Management
New York
$12.4M +$555K +6,060 +5%