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265 hedge funds and large institutions have $3.47B invested in EnerSys in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 254265 (+11)

0.95% more ownership

Funds ownership: 105.49%106.44% (+0.95%)

1% less capital invested

Capital invested by funds: $3.5B → $3.47B (-$28M)

25% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 116

42% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $6.2M

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
33
Increased
87
Reduced
116
Closed
20
Calls
$3.56M
Puts
$6.2M
Net Calls
-$2.63M
Net Calls Change
+$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$411K -$1.99M -28,347 -83%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$403K -$28.4M -404,584 -99%
PC
203
Passport Capital
California
$401K +$116K +1,657 +40%
MSA
204
Mason Street Advisors
Wisconsin
$399K -$125K -1,781 -24%
COI
205
Connable Office Inc
Michigan
$393K -$60K -855 -13%
IPC
206
Independent Portfolio Consultants
Florida
$383K +$14.4K +205 +4%
Stifel Financial
207
Stifel Financial
Missouri
$366K +$370K +5,279 New
KIA
208
KCM Investment Advisors
California
$347K +$29.8K +425 +9%
SFP
209
Santa Fe Partners
New Mexico
$341K +$345K +4,914 New
PP
210
Paloma Partners
Connecticut
$319K +$323K +4,608 New
Truist Financial
211
Truist Financial
North Carolina
$318K +$107K +1,523 +50%
PAM
212
Paradigm Asset Management
New York
$305K -$28.1K -400 -8%
FA
213
FDx Advisors
Illinois
$304K +$308K +4,386 New
FNBOH
214
First National Bank of Hutchinson
Kansas
$302K +$306K +4,356 New
HFS
215
HL Financial Services
Kentucky
$299K +$59K +841 +24%
AIP
216
Ameritas Investment Partners
Nebraska
$294K
MFS
217
MSI Financial Services
Massachusetts
$287K +$268K +3,815 +1,149%
MSFP
218
Mark Sheptoff Financial Planning
Connecticut
$284K +$288K +4,105 New
N
219
Nuveen
North Carolina
$278K
FMBTD
220
First Midwest Bank Trust Division
Illinois
$273K +$276K +3,935 New
AFG
221
American Financial Group
Ohio
$270K
WAM
222
World Asset Management
Michigan
$268K -$2.95K -42 -1%
AG
223
Aperio Group
California
$263K +$267K +3,801 New
VRS
224
Virginia Retirement Systems
Virginia
$249K
SCM
225
Shelton Capital Management
Colorado
$248K