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364 hedge funds and large institutions have $3.83B invested in EnerSys in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.74M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 361364 (+3)

0.66% less ownership

Funds ownership: 93.93%93.27% (-0.66%)

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$80.5M)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
364
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
111
Reduced
140
Closed
41
Calls
$2.43M
Puts
$1.74M
Net Calls
+$694K
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$33.7M -$4.11M -40,758 -11%
FCM
27
Frontier Capital Management
Massachusetts
$31.9M -$3.59M -35,573 -10%
Legal & General Group
28
Legal & General Group
United Kingdom
$27.3M -$2.97M -29,474 -10%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$24.6M +$24.4M +241,717 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$23.5M +$5.81M +57,608 +33%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$23.1M -$2.07M -20,519 -8%
Allianz Asset Management
32
Allianz Asset Management
Germany
$23M -$4.53M -44,911 -17%
N
33
Nuveen
North Carolina
$22.8M -$6.07M -60,175 -21%
SCM
34
Scopia Capital Management
New York
$21M -$1.05M -10,391 -5%
Goldman Sachs
35
Goldman Sachs
New York
$20.6M -$15.5M -153,403 -43%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$19.8M +$174K +1,727 +0.9%
TCM
37
Tributary Capital Management
Nebraska
$19.4M -$85.6K -849 -0.4%
Barclays
38
Barclays
United Kingdom
$18.8M +$8.65M +85,742 +87%
First Trust Advisors
39
First Trust Advisors
Illinois
$18.5M -$1.98M -19,650 -10%
DB
40
Danske Bank
Denmark
$18.4M +$4.99M +49,473 +38%
GT
41
Glenmede Trust
Pennsylvania
$17.1M -$235K -2,327 -1%
ClearBridge Investments
42
ClearBridge Investments
New York
$16.4M -$119K -1,184 -0.7%
Corient Private Wealth
43
Corient Private Wealth
Florida
$15.8M -$68.5K -679 -0.4%
Wells Fargo
44
Wells Fargo
California
$15.6M -$684K -6,780 -4%
SC
45
Shellback Capital
Massachusetts
$15.2M +$1.38M +13,679 +10%
Prudential Financial
46
Prudential Financial
New Jersey
$14.9M -$461K -4,569 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$14.3M -$141K -1,398 -1%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$14M +$4.06M +40,220 +42%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$13.8M +$6.87M +68,149 +101%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$13.7M -$548K -5,432 -4%