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267 hedge funds and large institutions have $2.74B invested in EnerSys in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $1.64M

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 261267 (+6)

5% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$125M)

0.07% more ownership

Funds ownership: 96.22%96.29% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
+6
Holders Change %
+2.3%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
25
Increased
91
Reduced
100
Closed
18
Calls
$4.46M
Puts
$1.64M
Net Calls
+$2.81M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Barrett Asset Management
New York
$8.84M +$101K +1,472 +1%
Comerica Bank
52
Comerica Bank
Texas
$8.37M +$33K +480 +0.4%
NIMC
53
NWQ Investment Management Company
California
$8.29M -$2.3M -33,386 -21%
RFA
54
Reilly Financial Advisors
California
$8.22M -$1.19M -17,337 -12%
SGCIA
55
Smith Graham & Co Investment Advisors
Texas
$7.67M -$121K -1,765 -2%
SC
56
Skylands Capital
Wisconsin
$7.65M +$461K +6,700 +6%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$7.46M +$7.08M +103,007 +1,256%
Marshall Wace
58
Marshall Wace
United Kingdom
$7.37M +$4M +58,152 +112%
ECA
59
Encompass Capital Advisors
New York
$7.22M -$12.9M -188,248 -64%
Allianz Asset Management
60
Allianz Asset Management
Germany
$7.13M +$1.79M +25,983 +32%
AIG
61
American International Group
New York
$6.89M -$140K -2,038 -2%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.6M -$24.2K -352 -0.4%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$6.55M +$161K +2,346 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$6.44M +$96.2K +1,400 +1%
KCM
65
Kennedy Capital Management
Missouri
$6.43M -$8.39K -122 -0.1%
PPA
66
Parametric Portfolio Associates
Washington
$6.35M +$607K +8,824 +10%
MAP
67
Moody Aldrich Partners
Massachusetts
$6.12M +$172K +2,500 +3%
Morgan Stanley
68
Morgan Stanley
New York
$6.11M +$4.47M +64,956 +250%
RCAMU
69
Rothschild & Co Asset Management US
Connecticut
$6.02M -$608K -8,844 -9%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$5.76M +$4.13M +60,063 +251%
Deutsche Bank
71
Deutsche Bank
Germany
$5.76M -$1.15M -16,696 -16%
EAM
72
EULAV Asset Management
Florida
$5.75M
Lazard Asset Management
73
Lazard Asset Management
New York
$5.35M +$1.29M +18,819 +31%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.3M -$143K -2,086 -3%
ZCM
75
Ziegler Capital Management
Illinois
$5.13M -$169K -2,461 -3%