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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
Creative Planning
201
Creative Planning
Kansas
$549K -$45.8K -454 -8%
ACM
202
Aquatic Capital Management
Illinois
$541K +$535K +5,300 New
CIC
203
Cornercap Investment Counsel
Georgia
$538K -$580K -5,746 -52%
RJA
204
Raymond James & Associates
Florida
$525K -$7.67K -76 -1%
TCM
205
Teza Capital Management
Illinois
$502K +$79.1K +784 +19%
Man Group
206
Man Group
United Kingdom
$500K -$5.14M -50,950 -91%
COI
207
Connable Office Inc
Michigan
$488K
SOADOR
208
State of Alaska Department of Revenue
Alaska
$477K +$31.8K +315 +7%
SGAM
209
Smith Group Asset Management
Texas
$473K +$93.7K +929 +25%
IIC
210
Integrated Investment Consultants
Michigan
$461K -$13.9K -138 -3%
I
211
InceptionR
California
$459K +$454K +4,499 New
GAM
212
Gotham Asset Management
New York
$450K -$895K -8,877 -67%
CAM
213
Cresset Asset Management
Illinois
$448K +$16.8K +167 +4%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$442K
Mariner
215
Mariner
Kansas
$440K +$13.7K +136 +3%
FNA
216
First National Advisers
Nebraska
$434K +$30.9K +306 +8%
P
217
Pitcairn
Pennsylvania
$418K -$211K -2,093 -34%
II
218
Inspire Investing
Idaho
$413K +$65.8K +652 +19%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$412K +$22.9K +227 +6%
HighTower Advisors
220
HighTower Advisors
Illinois
$409K -$48.9K -485 -11%
LCWP
221
Legacy Capital Wealth Partners
Arkansas
$404K +$198K +1,962 +98%
SA
222
Sanctuary Advisors
Indiana
$403K +$82.5K +818 +25%
VPIM
223
Vanguard Personalized Indexing Management
California
$395K +$1.72K +17 +0.4%
XT
224
XTX Topco
Cayman Islands
$391K +$70.8K +702 +22%
HPG
225
Harvest Portfolios Group
Ontario, Canada
$366K -$72.2K -716 -17%