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EnerSys
ENS

266 hedge funds and large institutions have $3.52B invested in EnerSys in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% more ownership

Funds ownership: 106.44% → 108.97% (+2.5%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $3.47B → $3.52B (+$41.4M)

0% more funds holding

Funds holding: 265 → 266 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

12% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 116

61% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $4.53M

Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
18
Increased
102
Reduced
116
Closed
17
Calls
$1.78M
Puts
$4.53M
Net Calls
-$2.75M
Net Calls Change
-$115K

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$38.3M
2
Norges Bank
Norges Bank
Norway
+$32.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
4
VVP
Vulcan Value Partners
Alabama
+$18.5M
5
FA
Friess Associates
Delaware
+$17.1M

Top Sellers

1
RA
Royce & Associates
New York
-$29.7M
2
PAM
Panagora Asset Management
Massachusetts
-$28.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$13.5M
5
BFA
BlackRock Fund Advisors
California
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$418M +$12M +177,290 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M +$553K +8,138 +0.2%
RA
3
Royce & Associates
New York
$177M -$29.7M -436,325 -14%
BFA
4
BlackRock Fund Advisors
California
$168M -$12.8M -187,767 -7%
EARNEST Partners
5
EARNEST Partners
Georgia
$119M -$2.12M -31,182 -2%
BIT
6
BlackRock Institutional Trust
California
$94M -$3.82M -56,234 -4%
Norges Bank
7
Norges Bank
Norway
$81.3M +$32.6M +480,037 +68%
KI
8
Kalmar Investments
Delaware
$79.1M -$2.44M -35,894 -3%
State Street
9
State Street
Massachusetts
$74.3M -$4.48M -65,871 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$74.3M -$2.14M -31,511 -3%
RIM
11
Ranger Investment Management
Texas
$69.9M +$5.54M +81,590 +9%
Northern Trust
12
Northern Trust
Illinois
$57.1M -$5.32M -78,287 -9%
MCM
13
Munder Capital Management
Michigan
$53.7M +$2.45M +36,006 +5%
Invesco
14
Invesco
Georgia
$53M +$711K +10,468 +1%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$52.1M +$7.76M +114,129 +18%
VVP
16
Vulcan Value Partners
Alabama
$50.7M +$18.5M +272,903 +59%
Allianz Asset Management
17
Allianz Asset Management
Germany
$50.6M -$8.66M -127,471 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47M +$4.56M +67,173 +11%
WCM
19
Wedge Capital Management
North Carolina
$46.5M -$380K -5,585 -0.8%
Principal Financial Group
20
Principal Financial Group
Iowa
$45.2M -$336K -4,951 -0.7%
Boston Partners
21
Boston Partners
Massachusetts
$45.1M -$141K -2,080 -0.3%
JP Morgan Chase
22
JP Morgan Chase
New York
$44M +$1.91M +28,094 +5%
LCP
23
Lombardia Capital Partners
California
$43.2M +$6.08M +89,486 +17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$43.2M -$216K -3,175 -0.5%
JHIU
25
Janus Henderson Investors US
Colorado
$38.8M +$38.3M +564,075 New
1
2 3 4 5

ENS Hedge Fund Activity: Q2 2014 in Review

266 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2014, worth a combined $3.52B — up 1.2% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ENS positions and 17 closed out — a net gain of 1 holder — while 102 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $38.3M. The largest seller was Royce & Associates, cutting an estimated $29.7M.

  • 266 institutional investors held EnerSys (ENS) as of Q2 2014, up from 265 in Q1 2014.
  • Funds reported $3.52B of EnerSys stock for Q2 2014, up 1.2% quarter-over-quarter.
  • 18 funds opened new EnerSys positions in Q2 2014 and 17 closed out, a net change of +1 holder.
  • The largest EnerSys buyer in Q2 2014 was Janus Henderson Investors US, an estimated $38.3M added.
  • The largest EnerSys seller in Q2 2014 was Royce & Associates, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2014.