EnerSys
230 hedge funds and large institutions have $2.88B invested in EnerSys in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 49 closing their positions.
3.32% less ownership
Funds ownership: 108.97% → 105.64% (-3.3%)
14% less funds holding
Funds holding: 266 → 230 (-36)
18% less capital invested
Capital invested by funds: $3.52B → $2.88B (-$634M)
28% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 108
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
67% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 49
87% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $8.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$88.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$87.7M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$45.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$37.3M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$45.8M |
| 3 |
RA
Royce & Associates
New York
|
-$36.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$32M |
| 5 |
ClearBridge Investments
New York
|
-$28.7M |
ENS Hedge Fund Activity: Q3 2014 in Review
230 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2014, worth a combined $2.88B — down 18% from $3.52B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of ENS and 16 opened new positions — a net loss of 33 holders — while 108 trimmed existing stakes and 78 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $88.7M. The largest seller was Fidelity Investments, cutting an estimated $79.9M.
- 230 institutional investors held EnerSys (ENS) as of Q3 2014, down from 266 in Q2 2014.
- Funds reported $2.88B of EnerSys stock for Q3 2014, down 18% quarter-over-quarter.
- 16 funds opened new EnerSys positions in Q3 2014 and 49 closed out, a net change of -33 holders.
- The largest EnerSys buyer in Q3 2014 was Janus Henderson Investors US, an estimated $88.7M added.
- The largest EnerSys seller in Q3 2014 was Fidelity Investments, an estimated $79.9M sold.
Based on aggregated 13F filings for Q3 2014.