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227 hedge funds and large institutions have $2.91B invested in EnerSys in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $2.33B → $2.91B (+$576M)

3% more funds holding

Funds holding: 220227 (+7)

1.29% more ownership

Funds ownership: 99.51%100.79% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

36% less call options, than puts

Call options by funds: $5.57M | Put options by funds: $8.7M

Holders
227
Holders Change
+7
Holders Change %
+3.18%
% of All Funds
7.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
28
Increased
89
Reduced
82
Closed
18
Calls
$5.57M
Puts
$8.7M
Net Calls
-$3.12M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$281M +$20.1M +373,554 +9%
RA
2
Royce & Associates
New York
$211M +$4.73M +88,098 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$208M -$5.11M -95,099 -3%
BFA
4
BlackRock Fund Advisors
California
$157M +$12.7M +236,449 +10%
BIT
5
BlackRock Institutional Trust
California
$84M +$6.41M +119,361 +9%
KI
6
Kalmar Investments
Delaware
$72.9M -$550K -10,235 -0.8%
State Street
7
State Street
Massachusetts
$70M +$6.77M +126,105 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$69M -$1.18M -21,898 -2%
Ameriprise
9
Ameriprise
Minnesota
$65M +$1.03M +19,234 +2%
TAM
10
Third Avenue Management
New York
$62.7M +$2.84M +52,785 +5%
RIM
11
Ranger Investment Management
Texas
$59.5M +$7.28M +135,623 +16%
Northern Trust
12
Northern Trust
Illinois
$55.6M -$399K -7,430 -0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.9M -$3.12M -58,090 -6%
WCM
14
Wedge Capital Management
North Carolina
$52M -$847K -15,777 -2%
Norges Bank
15
Norges Bank
Norway
$51M +$1.03M +19,183 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$49.7M +$3.97M +73,865 +10%
Invesco
17
Invesco
Georgia
$46.3M -$621K -11,557 -1%
Principal Financial Group
18
Principal Financial Group
Iowa
$41.9M -$375K -6,991 -1%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$41.4M -$13.6M -252,852 -27%
Boston Partners
20
Boston Partners
Massachusetts
$40.3M -$413K -7,687 -1%
PAM
21
Panagora Asset Management
Massachusetts
$39.2M +$515K +9,579 +2%
LCP
22
Lombardia Capital Partners
California
$36.2M +$9.83K +183 +0%
ClearBridge Investments
23
ClearBridge Investments
New York
$35.2M +$550K +10,249 +2%
SM
24
Stratton Management
Pennsylvania
$31.6M +$122K +2,275 +0.4%
ICM
25
IronBridge Capital Management
Illinois
$31.6M -$6.51M -121,197 -19%