We are live on ! Find out more

254 hedge funds and large institutions have $3.5B invested in EnerSys in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $2.91B → $3.5B (+$596M)

12% more funds holding

Funds holding: 227254 (+27)

4.7% more ownership

Funds ownership: 100.79%105.49% (+4.7%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

74% less call options, than puts

Call options by funds: $4.41M | Put options by funds: $16.8M

Holders
254
Holders Change
+27
Holders Change %
+11.89%
% of All Funds
7.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
46
Increased
85
Reduced
96
Closed
18
Calls
$4.41M
Puts
$16.8M
Net Calls
-$12.4M
Net Calls Change
-$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
KMC
51
Kirr Marbach & Co
Indiana
$16M -$256K -3,820 -2%
UBS AM
52
UBS AM
Illinois
$15.4M -$3.05M -45,429 -17%
Goldman Sachs
53
Goldman Sachs
New York
$15.1M +$3.64M +54,282 +34%
KCM
54
Kennedy Capital Management
Missouri
$15M -$2.41M -35,948 -14%
GAM
55
Gotham Asset Management
New York
$14.9M +$1.86M +27,788 +15%
American Century Companies
56
American Century Companies
Missouri
$13.6M +$3.29M +48,994 +34%
SGCIA
57
Smith Graham & Co Investment Advisors
Texas
$13.5M -$34.5K -514 -0.3%
NPIC
58
Neumeier Poma Investment Counsel
California
$13.5M -$168K -2,500 -1%
EA
59
Ecofin Advisors
United Kingdom
$12.9M +$11.5M +171,170 +1,363%
MAA
60
Managed Account Advisors
New Jersey
$12.8M +$1.55M +23,142 +15%
Franklin Resources
61
Franklin Resources
California
$12.5M -$93.9K -1,400 -0.8%
BIM
62
BlackRock Investment Management
Delaware
$12.5M -$252K -3,754 -2%
RFC
63
Russell Frank Company
Washington
$12M -$8.49M -126,585 -42%
RS
64
Robeco Schweiz
Switzerland
$11.8M -$1.01M -15,000 -8%
DCM
65
Dupont Capital Management
Delaware
$11.6M -$767K -11,433 -6%
BA
66
BlackRock Advisors
Delaware
$11.5M +$6.64M +98,972 +153%
OAM
67
Origin Asset Management
United Kingdom
$11M -$430K -6,410 -4%
Fuller & Thaler Asset Management
68
Fuller & Thaler Asset Management
California
$9.14M -$774K -11,535 -8%
NFA
69
Nationwide Fund Advisors
Ohio
$8.81M +$1.23M +18,344 +17%
HRCM
70
Hood River Capital Management
Florida
$8.71M +$291K +4,340 +4%
EAM
71
EULAV Asset Management
Florida
$8.34M
Public Sector Pension Investment Board (PSP Investments)
72
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.09M +$60.4K +900 +0.8%
NI
73
Numeric Investors
Massachusetts
$7.67M +$4.01M +59,732 +120%
First Trust Advisors
74
First Trust Advisors
Illinois
$7.01M -$889K -13,256 -12%
SCM
75
SG Capital Management
Illinois
$6.74M +$6.45M +96,111 New