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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
LAM
176
Lingohr Asset Management
Germany
$737K +$728K +7,221 New
SEI Investments
177
SEI Investments
Pennsylvania
$734K -$289K -2,861 -28%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$734K -$214K -2,118 -23%
PAA
179
Peregrine Asset Advisers
Oregon
$705K +$13.8K +137 +2%
TPI
180
Trust Point Inc
Wisconsin
$696K -$4.64K -46 -0.7%
Squarepoint
181
Squarepoint
New York
$684K +$676K +6,707 New
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$682K -$2.52K -25 -0.4%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$669K +$377K +3,742 +133%
HEIP
184
Hudson Edge Investment Partners
New Jersey
$668K +$148K +1,467 +29%
AssetMark Inc
185
AssetMark Inc
California
$664K -$52.6K -522 -7%
CWA
186
Carolina Wealth Advisors
South Carolina
$661K -$60.2K -597 -8%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$645K -$5.4M -53,590 -89%
FRM
188
Fox Run Management
Connecticut
$617K +$609K +6,042 New
QCM
189
QRG Capital Management
Illinois
$613K -$30.6K -303 -5%
US Bancorp
190
US Bancorp
Minnesota
$611K +$47.7K +473 +9%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$597K +$4.44K +44 +0.8%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$596K -$22.9K -227 -4%
Brown Advisory
193
Brown Advisory
Maryland
$592K -$36.9K -366 -6%
KIM
194
Kestra Investment Management
Texas
$586K +$580K +5,746 New
P
195
&Partners
Tennessee
$586K +$579K +5,739 New
Nordea Investment Management
196
Nordea Investment Management
Sweden
$572K +$37.8K +375 +7%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$567K +$47.1K +467 +9%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$556K -$24.4K -242 -4%
MML Investors Services
199
MML Investors Services
Massachusetts
$554K -$8.37K -83 -2%
X
200
Xponance
Pennsylvania
$553K -$2.92K -29 -0.5%