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230 hedge funds and large institutions have $2.88B invested in EnerSys in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.32% less ownership

Funds ownership: 108.97%105.64% (-3.3%)

14% less funds holding

Funds holding: 266230 (-36)

18% less capital invested

Capital invested by funds: $3.52B → $2.88B (-$636M)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

67% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 49

87% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $8.99M

Holders
230
Holders Change
-36
Holders Change %
-13.53%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
16
Increased
78
Reduced
108
Closed
49
Calls
$1.14M
Puts
$8.99M
Net Calls
-$7.86M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
201
Seven Eight Capital
New York
$135K +$95.9K +1,500 +188%
FMT
202
First Mercantile Trust
Tennessee
$102K -$51.2K -800 -31%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$100K -$1.66K -26 -2%
Canada Pension Plan Investment Board
204
Canada Pension Plan Investment Board
Ontario, Canada
$100K +$19.2K +300 +21%
TRCT
205
Tower Research Capital (TRC)
New York
$100K +$107K +1,667 +4,763%
SSB
206
Sandy Spring Bank
Maryland
$57K
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$55K -$201K -3,136 -77%
TDC
208
Thompson Davis & Co
Virginia
$39K +$42.3K +662 New
FNBT
209
FineMark National Bank & Trust
Florida
$26K
MOACM
210
Mutual of America Capital Management
New York
$25K -$22.4K -350 -45%
FHA
211
First Horizon Advisors
Tennessee
$22K +$2.75K +43 +13%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$22K +$4.86K +76 +25%
WA
213
Waverly Advisors
Alabama
$18K
Walleye Trading
214
Walleye Trading
New York
$18K +$19.9K +312 New
AW
215
Alpha Windward
Massachusetts
$17K -$430K -6,720 -96%
GAM
216
Gemmer Asset Management
California
$8K
WCM
217
Wealthcare Capital Management
Virginia
$6K +$5.56K +87 New
Creative Planning
218
Creative Planning
Kansas
$6K +$6.46K +101 New
MFS
219
MSI Financial Services
Massachusetts
$5K -$209K -3,274 -98%
PFSC
220
Peoples Financial Services Corp
Pennsylvania
$5K
RNS
221
Robert N. Shapiro
$5K
DADC
222
D.A. Davidson & Co
Montana
$4K +$575 +9 +13%
CAL
223
Capital Advisors Ltd
Ohio
$3K
PTC
224
Private Trust Company
Ohio
$3K
KT
225
Kanaly Trust
Texas
$3K +$3.77K +59 New