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282 hedge funds and large institutions have $3.19B invested in EnerSys in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

7% more funds holding

Funds holding: 264282 (+18)

3.44% less ownership

Funds ownership: 99.27%95.84% (-3.4%)

12% less capital invested

Capital invested by funds: $3.64B → $3.19B (-$449M)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

47% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $6.24M

Holders
282
Holders Change
+18
Holders Change %
+6.82%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
46
Increased
83
Reduced
107
Closed
27
Calls
$3.28M
Puts
$6.24M
Net Calls
-$2.96M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2.95M +$2.85M +35,114 +1,227%
UBS AM
102
UBS AM
Illinois
$2.82M +$156K +1,928 +6%
PCM
103
Piermont Capital Management
Missouri
$2.81M +$89.2K +1,100 +3%
UBS Group
104
UBS Group
Switzerland
$2.79M +$49.3K +608 +2%
Truist Financial
105
Truist Financial
North Carolina
$2.71M -$212K -2,619 -7%
Marshall Wace
106
Marshall Wace
United Kingdom
$2.66M +$2.78M +34,247 New
3C
107
361 Capital
Colorado
$2.43M +$2.54M +31,314 New
APG Asset Management
108
APG Asset Management
Netherlands
$2.41M +$2.88M +35,500 New
ASRS
109
Arizona State Retirement System
Arizona
$2.35M +$27.7K +342 +1%
Citigroup
110
Citigroup
New York
$2.26M +$1.06M +13,037 +81%
CIP
111
Chartwell Investment Partners
Pennsylvania
$2.26M +$2.36M +29,068 New
PI
112
PEAK6 Investments
Illinois
$2.25M +$2.35M +29,030 New
OAM
113
Oxford Asset Management
United Kingdom
$2.17M +$542K +6,679 +31%
TPSF
114
Texas Permanent School Fund
Texas
$2.14M +$87.4K +1,078 +4%
TSW
115
Thompson Siegel & Walmsley
Virginia
$2.12M -$751K -9,263 -25%
GC
116
Guggenheim Capital
Illinois
$2.08M -$1.46M -17,979 -40%
MSL
117
Mackay Shields LLC
New York
$1.97M -$1.87M -23,008 -48%
Citadel Advisors
118
Citadel Advisors
Florida
$1.92M +$1.19M +14,633 +145%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M +$3K +37 +0.2%
OAM
120
Oppenheimer Asset Management
New York
$1.86M -$109K -1,343 -5%
AG
121
Aperio Group
California
$1.83M +$133K +1,640 +7%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.83M +$743K +9,156 +63%
Canada Life
123
Canada Life
Manitoba, Canada
$1.78M +$51.4K +634 +3%
TCM
124
Timpani Capital Management
Wisconsin
$1.77M +$1.85M +22,819 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M -$820K -10,112 -31%