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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
X
201
Xponance
Pennsylvania
$550K -$6.39K -68 -1%
QCM
202
QRG Capital Management
Illinois
$549K +$115K +1,223 +27%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$544K +$2.91K +31 +0.5%
US Bancorp
204
US Bancorp
Minnesota
$523K +$53.1K +565 +11%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$518K +$36.7K +390 +8%
PTC
206
Petrus Trust Company
Texas
$513K +$511K +5,434 New
ET
207
Entropy Technologies
New York
$508K -$339K -3,611 -40%
A
208
AlphaQuest
New York
$502K -$710K -7,552 -59%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$495K +$123K +1,305 +33%
CCC
210
Chesapeake Capital Corp
Florida
$494K +$491K +5,226 New
RJA
211
Raymond James & Associates
Florida
$490K -$6.67K -71 -1%
SF
212
Synovus Financial
Georgia
$486K -$131K -1,389 -21%
ACM
213
Aquatic Capital Management
Illinois
$482K -$780K -8,300 -62%
AI
214
AdvisorShares Investments
Maryland
$472K +$470K +5,000 New
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$458K -$79.2K -843 -15%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$453K -$171K -1,816 -27%
COI
217
Connable Office Inc
Michigan
$452K +$6.67K +71 +2%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$451K +$449K +4,772 New
CIP
219
Cornerstone Investment Partners
Georgia
$448K
IIC
220
Integrated Investment Consultants
Michigan
$440K -$23.1K -246 -5%
Verition Fund Management
221
Verition Fund Management
Connecticut
$435K -$44.2K -470 -9%
DFCM
222
Dark Forest Capital Management
Puerto Rico
$434K -$242K -2,571 -36%
HEIP
223
Hudson Edge Investment Partners
New Jersey
$427K
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$422K +$11.8K +126 +3%
HighTower Advisors
225
HighTower Advisors
Illinois
$419K -$76.2K -811 -15%