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EnerSys
ENS

356 hedge funds and large institutions have $3.94B invested in EnerSys in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $3.64B → $3.94B (+$301M)

8% more funds holding

Funds holding: 331 → 356 (+25)

2.96% more ownership

Funds ownership: 93.59% → 96.56% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

75% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $5.41M

Holders
356
Holders Change
+25
Holders Change %
+7.55%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
106
Reduced
130
Closed
34
Calls
$1.35M
Puts
$5.41M
Net Calls
-$4.06M
Net Calls Change
-$6.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$76.9M
2
BlackRock
BlackRock
New York
+$29.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$19.7M
4
Millennium Management
Millennium Management
New York
+$16.4M
5
Amundi
Amundi
France
+$12.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.7M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$35.3M
3
FCM
Frontier Capital Management
Massachusetts
-$15.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
5
SBH
Segall Bryant & Hamill
Illinois
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$13.1M +$1.19M +12,898 +11%
EAM
52
Erste Asset Management
Austria
$12.7M – – –
Deutsche Bank
53
Deutsche Bank
Germany
$12.5M +$7.69M +83,611 +207%
JP Morgan Chase
54
JP Morgan Chase
New York
$12.3M -$1.91M -20,782 -15%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$12.2M -$14.1M -152,887 -56%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.2M -$405K -4,400 -4%
Citigroup
57
Citigroup
New York
$10.8M +$1.25M +13,586 +15%
CSS
58
Cubist Systematic Strategies
Connecticut
$10.4M +$7.56M +82,207 +390%
AllianceBernstein
59
AllianceBernstein
Tennessee
$10.1M -$316K -3,439 -3%
GJL
60
Gendell Jeffrey L
$9.92M – – –
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.05M -$2.67K -29 -0%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$9.03M +$4.83M +52,512 +142%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$8.95M -$984K -10,703 -11%
SC
64
Skylands Capital
Wisconsin
$8.53M +$287K +3,125 +4%
Swiss National Bank
65
Swiss National Bank
Switzerland
$8.17M -$846K -9,200 -10%
Truist Financial
66
Truist Financial
North Carolina
$8.15M -$1.18M -12,807 -14%
PCM
67
Prelude Capital Management
New York
$8.06M -$177K -1,929 -2%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$7.97M +$2.31M +25,167 +47%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$7.71M -$167K -1,812 -2%
WCM
70
Wedge Capital Management
North Carolina
$7.69M +$13K +141 +0.2%
AIG
71
American International Group
New York
$7.55M -$305K -3,320 -4%
SGCIA
72
Smith Graham & Co Investment Advisors
Texas
$7.52M -$41.8K -455 -0.6%
CS
73
Credit Suisse
Switzerland
$7.4M +$1.45M +15,735 +27%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$7.11M +$3.93M +42,755 +155%
PCH
75
Polar Capital Holdings
United Kingdom
$6.94M -$1.27M -13,800 -17%
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ENS Hedge Fund Activity: Q4 2023 in Review

356 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2023, worth a combined $3.94B — up 8.3% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ENS positions and 34 closed out — a net gain of 30 holders — while 106 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.9M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $39.7M sold.

  • 356 institutional investors held EnerSys (ENS) as of Q4 2023, up from 331 in Q3 2023.
  • Funds reported $3.94B of EnerSys stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 64 funds opened new EnerSys positions in Q4 2023 and 34 closed out, a net change of +30 holders.
  • The largest EnerSys buyer in Q4 2023 was Morgan Stanley, an estimated $76.9M added.
  • The largest EnerSys seller in Q4 2023 was Lord, Abbett & Co, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.