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370 hedge funds and large institutions have $3.58B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 356370 (+14)

2.48% less ownership

Funds ownership: 96.56%94.08% (-2.5%)

9% less capital invested

Capital invested by funds: $3.94B → $3.58B (-$354M)

20% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.13M

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

Holders
370
Holders Change
+14
Holders Change %
+3.93%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
116
Reduced
153
Closed
32
Calls
$2.49M
Puts
$3.13M
Net Calls
-$634K
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
176
Seven Eight Capital
New York
$802K -$33.7K -358 -4%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$784K
MIC
178
Maxi Investments CY
Cyprus
$770K +$766K +8,150 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$765K -$125K -1,332 -14%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$759K
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$736K -$255K -2,714 -26%
P
182
Pitcairn
Pennsylvania
$730K +$22.8K +243 +3%
SAM
183
Shell Asset Management
Netherlands
$707K +$642K +6,826 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$684K -$242K -2,578 -26%
Jennison Associates
185
Jennison Associates
New York
$679K +$30.5K +324 +5%
AAM
186
Azzad Asset Management
Virginia
$663K +$113K +1,206 +21%
YIH
187
Y-Intercept (HK)
Hong Kong
$649K +$258K +2,741 +66%
TPI
188
Trust Point Inc
Wisconsin
$644K +$207K +2,198 +48%
AssetMark Inc
189
AssetMark Inc
California
$632K -$26.1K -278 -4%
Brown Advisory
190
Brown Advisory
Maryland
$624K +$68.2K +725 +12%
BHCM
191
Brevan Howard Capital Management
Jersey
$621K +$249K +2,647 +67%
MML Investors Services
192
MML Investors Services
Massachusetts
$610K -$7.24K -77 -1%
OR
193
Olympiad Research
Connecticut
$594K +$591K +6,292 New
CWA
194
Carolina Wealth Advisors
South Carolina
$593K -$846 -9 -0.1%
Two Sigma Investments
195
Two Sigma Investments
New York
$586K +$583K +6,200 New
JFG
196
Jefferies Financial Group
New York
$583K -$229K -2,433 -28%
QC
197
Quadrature Capital
United Kingdom
$574K +$183K +1,949 +47%
FC
198
FORA Capital
Florida
$573K +$162K +1,724 +40%
EAM
199
EULAV Asset Management
Florida
$571K -$2.37M -25,190 -81%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$568K -$168K -1,782 -23%