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269 hedge funds and large institutions have $2.74B invested in EnerSys in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $539K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $2.39B → $2.74B (+$350M)

6% more funds holding

Funds holding: 254269 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6.09% less ownership

Funds ownership: 101%94.92% (-6.1%)

22% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 104

Holders
269
Holders Change
+15
Holders Change %
+5.91%
% of All Funds
4.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
81
Reduced
104
Closed
20
Calls
$1.76M
Puts
$539K
Net Calls
+$1.23M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Chicago Trust
Illinois
$220K +$208K +2,977 New
CGH
202
Crossmark Global Holdings
Texas
$215K +$203K +2,911 New
KAS
203
Kestra Advisory Services
Texas
$203K +$192K +2,750 New
DWM
204
Dakota Wealth Management
Florida
$201K +$190K +2,723 New
SAM
205
Shell Asset Management
Netherlands
$191K -$36.8K -527 -17%
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$185K +$5.52K +79 +3%
SO
207
STRS Ohio
Ohio
$169K +$119K +1,700 +283%
Allspring Global Investments
208
Allspring Global Investments
North Carolina
$157K -$3K -43 -2%
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$127K
Dimensional Fund Advisors
210
Dimensional Fund Advisors
Texas
$124K +$4.93M +70,565 +4%
AP
211
Arlington Partners
Alabama
$115K
UAML
212
US Asset Management LLC
Pennsylvania
$98K +$92.3K +1,322 New
APP
213
Alpha Paradigm Partners
Illinois
$84K -$602K -8,623 -88%
TRCT
214
Tower Research Capital (TRC)
New York
$79K -$194K -2,775 -72%
FHA
215
First Horizon Advisors
Tennessee
$78.9K +$5.03K +72 +7%
AssetMark Inc
216
AssetMark Inc
California
$62.8K +$14.3K +205 +32%
EI
217
Ellevest Inc
New York
$57.7K -$7.89K -113 -13%
UB
218
UMB Bank
Missouri
$34K -$279 -4 -0.9%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$33.1K -$11K -157 -26%
Nomura Asset Management
220
Nomura Asset Management
Japan
$31.8K +$11.2K +160 +59%
C
221
Covestor
United Kingdom
$23K -$24.8K -355 -54%
TCOV
222
Trust Company of Vermont
Vermont
$22.2K
QCG
223
Quadrant Capital Group
Ohio
$21.2K -$3.14K -45 -14%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$21K +$2.44K +35 +14%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$16K -$3.28K -47 -17%