We are live on ! Find out more

331 hedge funds and large institutions have $3.64B invested in EnerSys in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $4.51M

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1% more funds holding

Funds holding: 327331 (+4)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

0.49% more ownership

Funds ownership: 93.1%93.59% (+0.49%)

12% less capital invested

Capital invested by funds: $4.13B → $3.64B (-$488M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
331
Holders Change
+4
Holders Change %
+1.22%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
51
Increased
118
Reduced
115
Closed
45
Calls
$6.53M
Puts
$4.51M
Net Calls
+$2.03M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$40M +$8.06M +78,637 +23%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$39.7M +$8.05M +78,525 +23%
Macquarie Group
28
Macquarie Group
Australia
$36.4M -$1.85M -18,088 -4%
SCM
29
Scopia Capital Management
New York
$36.3M -$15.4M -150,215 -28%
VLKIM
30
Van Lanschot Kempen Investment Management
Netherlands
$35.3M -$46.1M -450,089 -55%
N
31
Nuveen
North Carolina
$34.3M -$1.32M -12,903 -3%
Allianz Asset Management
32
Allianz Asset Management
Germany
$29.7M +$2.18M +21,255 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$25.9M +$21.4M +208,669 +322%
Millennium Management
34
Millennium Management
New York
$24.6M +$16.3M +159,430 +159%
VVP
35
Vulcan Value Partners
Alabama
$24.1M -$136K -1,326 -0.5%
Morgan Stanley
36
Morgan Stanley
New York
$22.8M -$4.03M -39,340 -14%
First Trust Advisors
37
First Trust Advisors
Illinois
$22M -$1.39M -13,603 -6%
TCM
38
Tributary Capital Management
Nebraska
$21.9M +$406K +3,959 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$20.7M +$21.9M +213,606 +4,398%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$20M +$11.4M +111,288 +111%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$17.5M -$1.13M -11,000 -6%
Prudential Financial
42
Prudential Financial
New Jersey
$17.4M +$6.02M +58,671 +47%
Wells Fargo
43
Wells Fargo
California
$16.3M +$67.9K +662 +0.4%
ClearBridge Investments
44
ClearBridge Investments
New York
$15.8M -$483K -4,711 -3%
Goldman Sachs
45
Goldman Sachs
New York
$15.6M +$2.61M +25,430 +18%
GT
46
Glenmede Trust
Pennsylvania
$15.4M -$273K -2,663 -2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$13.9M +$269K +2,627 +2%
JP Morgan Chase
48
JP Morgan Chase
New York
$13.5M +$1.37M +13,403 +10%
Corient Private Wealth
49
Corient Private Wealth
Florida
$13.1M +$1.56M +15,194 +12%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$12.8M +$3.06M +29,819 +28%