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265 hedge funds and large institutions have $3.47B invested in EnerSys in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 116 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 254265 (+11)

0.95% more ownership

Funds ownership: 105.49%106.44% (+0.95%)

1% less capital invested

Capital invested by funds: $3.5B → $3.47B (-$28M)

25% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 116

42% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $6.2M

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
33
Increased
87
Reduced
116
Closed
20
Calls
$3.56M
Puts
$6.2M
Net Calls
-$2.63M
Net Calls Change
+$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$409M +$52.4M +746,672 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M +$4.54M +64,670 +2%
RA
3
Royce & Associates
New York
$209M -$16M -227,592 -7%
BFA
4
BlackRock Fund Advisors
California
$182M -$1.51M -21,562 -0.8%
EARNEST Partners
5
EARNEST Partners
Georgia
$122M -$7.24M -103,253 -6%
BIT
6
BlackRock Institutional Trust
California
$98.5M +$126K +1,800 +0.1%
KI
7
Kalmar Investments
Delaware
$82.2M -$1.25M -17,828 -1%
State Street
8
State Street
Massachusetts
$79.4M -$1.18M -16,790 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$77M -$2.26M -32,152 -3%
RIM
10
Ranger Investment Management
Texas
$64.7M +$433K +6,177 +0.7%
Northern Trust
11
Northern Trust
Illinois
$63M -$973K -13,870 -2%
Allianz Asset Management
12
Allianz Asset Management
Germany
$59.8M +$1.13M +16,133 +2%
Invesco
13
Invesco
Georgia
$52.7M -$3.01M -42,950 -5%
MCM
14
Munder Capital Management
Michigan
$51.6M +$1.21M +17,218 +2%
Norges Bank
15
Norges Bank
Norway
$48.6M -$9.82M -140,000 -17%
WCM
16
Wedge Capital Management
North Carolina
$47.2M -$3.6M -51,263 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$45.9M -$1.73M -24,710 -4%
Boston Partners
18
Boston Partners
Massachusetts
$45.5M +$245K +3,497 +0.5%
PAM
19
Panagora Asset Management
Massachusetts
$44.8M -$5.69M -81,094 -11%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$44.6M +$5.45M +77,603 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$43.7M -$16.3M -231,993 -27%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42.7M +$5.42M +77,309 +14%
JP Morgan Chase
23
JP Morgan Chase
New York
$42.4M -$10.9M -155,007 -20%
TAM
24
Third Avenue Management
New York
$39.7M -$2.04M -29,129 -5%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$38.5M +$39M +556,033 New