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292 hedge funds and large institutions have $3.43B invested in EnerSys in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $2.74B → $3.43B (+$689M)

9% more funds holding

Funds holding: 267292 (+25)

1.11% more ownership

Funds ownership: 96.29%97.4% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

39% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.38M

Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
88
Reduced
108
Closed
19
Calls
$839K
Puts
$1.38M
Net Calls
-$540K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$11.7M +$664K +8,463 +6%
SI
52
Sapience Investments
California
$11.4M -$856K -10,910 -7%
BAM
53
Barrett Asset Management
New York
$10.9M -$63.9K -815 -0.6%
Comerica Bank
54
Comerica Bank
Texas
$10.5M -$42.5K -542 -0.5%
RFA
55
Reilly Financial Advisors
California
$10.1M -$75.7K -965 -0.8%
Axa
56
Axa
France
$10.1M +$4.94M +63,000 +108%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$9.76M -$1.93M -24,600 -17%
SGCIA
58
Smith Graham & Co Investment Advisors
Texas
$9.31M -$165K -2,100 -2%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$9.09M +$926K +11,799 +12%
ZCM
60
Ziegler Capital Management
Illinois
$9.07M +$2.57M +32,766 +43%
SC
61
Skylands Capital
Wisconsin
$8.48M -$938K -11,950 -10%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.16M -$11.5K -147 -0.1%
AQR Capital Management
63
AQR Capital Management
Connecticut
$8.04M -$4.95M -63,043 -39%
PPA
64
Parametric Portfolio Associates
Washington
$7.97M +$107K +1,359 +1%
Swiss National Bank
65
Swiss National Bank
Switzerland
$7.96M
KCM
66
Kennedy Capital Management
Missouri
$7.91M -$37.1K -473 -0.5%
Deutsche Bank
67
Deutsche Bank
Germany
$7.51M +$368K +4,688 +5%
EAM
68
EULAV Asset Management
Florida
$7.12M
Lazard Asset Management
69
Lazard Asset Management
New York
$6.61M -$6.98K -89 -0.1%
RCAMU
70
Rothschild & Co Asset Management US
Connecticut
$6.56M -$835K -10,646 -12%
AAMU
71
Amundi Asset Management US
Massachusetts
$6.52M +$6.15M +78,409 +65,890%
Hotchkis & Wiley Capital Management
72
Hotchkis & Wiley Capital Management
California
$6.51M +$494K +6,300 +9%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$6.46M -$2.62M -33,419 -30%
EAM
74
Erste Asset Management
Austria
$6.44M +$502K +6,400 +9%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.27M -$272K -3,471 -4%