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364 hedge funds and large institutions have $3.83B invested in EnerSys in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.74M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 361364 (+3)

0.66% less ownership

Funds ownership: 93.93%93.27% (-0.66%)

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$80.5M)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
364
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
111
Reduced
140
Closed
41
Calls
$2.43M
Puts
$1.74M
Net Calls
+$694K
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
151
HRT Financial
New York
$1.01M +$528K +5,233 +111%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$994K +$719K +7,134 +274%
LPL Financial
153
LPL Financial
California
$992K +$53.7K +532 +6%
SOMRS
154
State of Michigan Retirement System
Michigan
$977K -$20.2K -200 -2%
Stifel Financial
155
Stifel Financial
Missouri
$976K +$63.5K +630 +7%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$965K -$31.4K -311 -3%
Vontobel Holding
157
Vontobel Holding
Switzerland
$952K -$40.8K -405 -4%
ProShare Advisors
158
ProShare Advisors
Maryland
$951K +$196K +1,941 +26%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$919K
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$911K -$9.18K -91 -1%
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
$907K +$896K +8,886 New
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$905K -$8.77K -87 -1%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$894K -$7.36K -73 -0.8%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$847K
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$837K -$15.1K -150 -2%
NERM
166
New England Research & Management
Illinois
$814K -$85.7K -850 -10%
CL
167
Choreo LLC
Illinois
$810K -$30.2K -299 -4%
CP
168
CenterBook Partners
Connecticut
$797K -$1.58M -15,641 -67%
SSA
169
Schonfeld Strategic Advisors
New York
$788K -$15.1M -149,759 -95%
SAM
170
Shell Asset Management
Netherlands
$772K +$763K +7,565 New
AWS
171
Atria Wealth Solutions
New York
$761K +$214K +2,118 +40%
EGM
172
Engineers Gate Manager
New York
$759K -$230K -2,280 -23%
QC
173
Quantedge Capital
Singapore
$755K +$746K +7,400 New
AAM
174
Azzad Asset Management
Virginia
$743K +$9.08K +90 +1%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$743K +$315K +3,123 +75%