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308 hedge funds and large institutions have $3.69B invested in EnerSys in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

63% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $3.25M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $3.43B → $3.69B (+$254M)

5% more funds holding

Funds holding: 292308 (+16)

1.84% less ownership

Funds ownership: 97.4%95.57% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 115

Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
48
Increased
92
Reduced
115
Closed
29
Calls
$5.31M
Puts
$3.25M
Net Calls
+$2.06M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$11.8M -$4.05M -44,246 -25%
SI
52
Sapience Investments
California
$11.7M -$810K -8,850 -6%
AAMU
53
Amundi Asset Management US
Massachusetts
$11.5M +$4.41M +48,195 +61%
Goldman Sachs
54
Goldman Sachs
New York
$11.3M -$1.49M -16,248 -12%
RFA
55
Reilly Financial Advisors
California
$11M -$36.1K -394 -0.3%
Axa
56
Axa
France
$10.9M -$146K -1,600 -1%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$10.3M -$375K -4,100 -3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$10.1M -$52.4M -572,174 -84%
Comerica Bank
59
Comerica Bank
Texas
$10M -$387K -4,230 -4%
SGCIA
60
Smith Graham & Co Investment Advisors
Texas
$9.75M -$430K -4,695 -4%
SC
61
Skylands Capital
Wisconsin
$9.65M +$387K +4,225 +4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$8.95M -$992K -10,839 -10%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.91M -$5.68K -62 -0.1%
Swiss National Bank
64
Swiss National Bank
Switzerland
$8.84M +$128K +1,400 +1%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$8.65M +$1.6M +17,500 +22%
EAM
66
Erste Asset Management
Austria
$8.52M +$1.46M +15,900 +20%
Hotchkis & Wiley Capital Management
67
Hotchkis & Wiley Capital Management
California
$8.46M +$1.35M +14,746 +19%
MRCP
68
Maple Rock Capital Partners
Ontario, Canada
$8.17M +$4.58M +50,000 +125%
Canada Life
69
Canada Life
Manitoba, Canada
$8.16M +$2.92M +31,865 +55%
PPA
70
Parametric Portfolio Associates
Washington
$7.96M -$757K -8,267 -9%
SSA
71
Schonfeld Strategic Advisors
New York
$7.89M +$1.09M +11,900 +16%
EAM
72
EULAV Asset Management
Florida
$7.78M
RCAMU
73
Rothschild & Co Asset Management US
Connecticut
$7.21M +$34.1K +372 +0.5%
CSS
74
Cubist Systematic Strategies
Connecticut
$7M +$5.68M +62,065 +414%
ZCM
75
Ziegler Capital Management
Illinois
$6.94M -$3.01M -32,848 -30%