We are live on ! Find out more

327 hedge funds and large institutions have $4.13B invested in EnerSys in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $9.22M | Put options by funds: $1.42M

300% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $3.39B → $4.13B (+$739M)

14% more funds holding

Funds holding: 286327 (+41)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.33% less ownership

Funds ownership: 95.43%93.1% (-2.3%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 125

Holders
327
Holders Change
+41
Holders Change %
+14.34%
% of All Funds
5.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
91
Reduced
125
Closed
14
Calls
$9.22M
Puts
$1.42M
Net Calls
+$7.8M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
151
State of Wyoming
Wyoming
$1.2M -$14.3K -157 -1%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$1.16M -$302K -3,308 -24%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$1.14M -$21.6K -237 -2%
MAM
154
Martingale Asset Management
Massachusetts
$1.11M +$645K +7,068 +224%
SOMRS
155
State of Michigan Retirement System
Michigan
$1.09M -$18.3K -200 -2%
HPG
156
Harvest Portfolios Group
Ontario, Canada
$1.08M -$91.6K -1,003 -9%
EGM
157
Engineers Gate Manager
New York
$1.07M +$903K +9,889 New
E
158
Ergoteles
New York
$1.07M +$900K +9,861 New
Victory Capital Management
159
Victory Capital Management
Texas
$1.07M -$211K -2,306 -19%
LPL Financial
160
LPL Financial
California
$1.04M +$25.8K +283 +3%
American Century Companies
161
American Century Companies
Missouri
$1.04M +$136K +1,490 +18%
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
$1.04M +$641K +7,017 +273%
Squarepoint
163
Squarepoint
New York
$1.03M +$67.7K +741 +8%
MNBTD
164
Moody National Bank Trust Division
Texas
$1M
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$985K +$1.46K +16 +0.2%
Man Group
166
Man Group
United Kingdom
$982K +$826K +9,046 New
Stifel Financial
167
Stifel Financial
Missouri
$953K -$23.6K -259 -3%
JFG
168
Jefferies Financial Group
New York
$933K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$927K +$470K +5,151 +152%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$908K -$46.9K -514 -6%
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$901K +$82.2K +900 +12%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$871K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$856K -$25.8K -283 -3%
ProShare Advisors
174
ProShare Advisors
Maryland
$842K +$47.8K +524 +7%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$841K +$61.1K +669 +9%