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EnerSys

275 hedge funds and large institutions have $3.03B invested in EnerSys in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

1% more funds holding

Funds holding: 273275 (+2)

0.39% more ownership

Funds ownership: 95.87%96.26% (+0.39%)

8% less capital invested

Capital invested by funds: $3.29B → $3.03B (-$258M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $3.59M

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
109
Reduced
98
Closed
27
Calls
$1.78M
Puts
$3.59M
Net Calls
-$1.81M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
126
Jane Street
New York
$1.44M +$1.56M +19,848 New
ZIM
127
Zacks Investment Management
Illinois
$1.39M -$65.4K -831 -4%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$1.39M +$921K +11,700 +156%
SG Americas Securities
129
SG Americas Securities
New York
$1.36M +$94.2K +1,197 +7%
SSA
130
Schonfeld Strategic Advisors
New York
$1.34M +$1.45M +18,479 New
GS
131
GAM Systematic
United Kingdom
$1.33M -$69.5K -883 -5%
ASRS
132
Arizona State Retirement System
Arizona
$1.33M +$15.7K +200 +1%
LMGAM
133
Liberty Mutual Group Asset Management
Massachusetts
$1.32M -$118K -1,500 -8%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$1.31M +$1.09M +13,830 +323%
SOMRS
135
State of Michigan Retirement System
Michigan
$1.3M +$23.6K +300 +2%
Squarepoint
136
Squarepoint
New York
$1.29M +$1.16M +14,682 +460%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M -$248K -3,150 -16%
AIP
138
Ameritas Investment Partners
Nebraska
$1.22M +$17.3K +220 +1%
Barclays
139
Barclays
United Kingdom
$1.17M +$740K +9,400 +138%
JIR
140
James Investment Research
Ohio
$1.16M +$1.26M +15,970 New
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.15M +$56.2K +714 +5%
First Trust Advisors
142
First Trust Advisors
Illinois
$1.12M -$76.3K -969 -6%
CEP
143
Chicago Equity Partners
Illinois
$1.11M -$2.48M -31,495 -67%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$1.07M
Fidelity Investments
145
Fidelity Investments
Massachusetts
$1.05M -$22.5M -285,610 -95%
BC
146
Burney Company
Virginia
$1.01M -$79.5K -1,010 -7%
PA
147
Pinnacle Associates
New York
$1M +$78.6K +998 +8%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$988K +$236 +3 +0%
PGCM
149
Prescott Group Capital Management
Oklahoma
$960K
BPM
150
Bowling Portfolio Management
Ohio
$911K +$990K +12,581 New

ENS Hedge Fund Activity: Q2 2017 in Review

275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2017, worth a combined $3.03B — down 7.9% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ENS positions and 27 closed out — a net gain of 7 holders — while 109 added to existing stakes and 98 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $126M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $46.4M sold.

  • 275 institutional investors held EnerSys (ENS) as of Q2 2017, up from 273 in Q1 2017.
  • Funds reported $3.03B of EnerSys stock for Q2 2017, down 7.9% quarter-over-quarter.
  • 34 funds opened new EnerSys positions in Q2 2017 and 27 closed out, a net change of +7 holders.
  • The largest EnerSys buyer in Q2 2017 was Janus Henderson Group, an estimated $126M added.
  • The largest EnerSys seller in Q2 2017 was Vulcan Value Partners, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2017.