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363 hedge funds and large institutions have $3.46B invested in EnerSys in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $416K

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0.66% more ownership

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

0% less funds holding

Funds holding: 364363 (-1)

10% less capital invested

Capital invested by funds: $3.83B → $3.46B (-$372M)

12% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 140

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
363
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
123
Reduced
140
Closed
43
Calls
$1.19M
Puts
$416K
Net Calls
+$776K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Scopia Capital Management
New York
$35.8M +$17.6M +180,694 +88%
Morgan Stanley
27
Morgan Stanley
New York
$29M -$7.79M -80,022 -20%
FCM
28
Frontier Capital Management
Massachusetts
$28.5M -$369K -3,792 -1%
JP Morgan Chase
29
JP Morgan Chase
New York
$27.6M +$15.4M +158,617 +113%
HCC
30
Hill City Capital
Massachusetts
$25.6M -$37M -380,000 -58%
TCM
31
Tributary Capital Management
Nebraska
$22.2M +$4.81M +49,392 +26%
N
32
Nuveen
North Carolina
$21.5M +$836K +8,587 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$20.5M -$398K -4,084 -2%
Legal & General Group
34
Legal & General Group
United Kingdom
$20M -$5.02M -51,520 -19%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$18.7M +$833K +8,561 +4%
Goldman Sachs
36
Goldman Sachs
New York
$18.6M -$61.2K -629 -0.3%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$18.6M -$4.06M -41,691 -17%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$18.4M +$8.73M +89,717 +82%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$17.9M -$3.5M -35,988 -16%
First Trust Advisors
40
First Trust Advisors
Illinois
$17.5M +$833K +8,559 +5%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$16.4M +$3.95M +40,533 +30%
GT
42
Glenmede Trust
Pennsylvania
$15.5M +$75.1K +771 +0.5%
Wells Fargo
43
Wells Fargo
California
$14.5M +$351K +3,609 +2%
Barclays
44
Barclays
United Kingdom
$13.4M -$3.81M -39,119 -21%
Corient Private Wealth
45
Corient Private Wealth
Florida
$13.3M -$1.01M -10,389 -7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.5M +$128K +1,319 +1%
WAM
47
Weiss Asset Management
Massachusetts
$12.4M +$13.1M +134,531 New
SC
48
Shellback Capital
Massachusetts
$12.4M -$1.46M -15,000 -10%
ClearBridge Investments
49
ClearBridge Investments
New York
$12M -$3.06M -31,404 -19%
LN
50
Lightrock Netherlands
Netherlands
$12M +$12.5M +128,850 New