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211 hedge funds and large institutions have $2.97B invested in EnerSys in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.88B → $2.97B (+$88.2M)

0.48% more ownership

Funds ownership: 105.64%106.12% (+0.48%)

8% less funds holding

Funds holding: 230211 (-19)

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 117

94% less call options, than puts

Call options by funds: $664K | Put options by funds: $10.2M

Holders
211
Holders Change
-19
Holders Change %
-8.26%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
18
Increased
50
Reduced
117
Closed
33
Calls
$664K
Puts
$10.2M
Net Calls
-$9.57M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$329M +$29.4M +497,945 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M -$2.15M -36,406 -1%
JHIU
3
Janus Henderson Investors US
Colorado
$169M +$46.4M +787,068 +40%
BFA
4
BlackRock Fund Advisors
California
$160M +$13.2M +224,161 +9%
Allianz Asset Management
5
Allianz Asset Management
Germany
$116M -$13.8M -233,253 -11%
RA
6
Royce & Associates
New York
$115M -$8.1M -137,355 -7%
EARNEST Partners
7
EARNEST Partners
Georgia
$108M -$583K -9,890 -0.6%
VVP
8
Vulcan Value Partners
Alabama
$88.8M +$30.2M +512,164 +55%
Franklin Resources
9
Franklin Resources
California
$87.6M +$36.8M +624,500 +79%
BIT
10
BlackRock Institutional Trust
California
$82.1M -$582K -9,866 -0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$72.1M +$3.79M +64,277 +6%
KI
12
Kalmar Investments
Delaware
$67.6M -$2.13M -36,096 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$64.5M +$16.1M +272,711 +35%
State Street
14
State Street
Massachusetts
$62M -$2.8M -47,422 -5%
WCM
15
Wedge Capital Management
North Carolina
$54.7M -$981K -16,624 -2%
Northern Trust
16
Northern Trust
Illinois
$50.2M -$1.13M -19,123 -2%
Victory Capital Management
17
Victory Capital Management
Texas
$48.1M +$46M +779,269 New
CI
18
Cambiar Investors
Colorado
$43.3M -$315K -5,347 -0.8%
NIMC
19
NWQ Investment Management Company
California
$42.4M +$7.86M +133,251 +24%
Invesco
20
Invesco
Georgia
$42.2M -$2.11M -35,843 -5%
LCP
21
Lombardia Capital Partners
California
$40M +$797K +13,503 +2%
Boston Partners
22
Boston Partners
Massachusetts
$39.7M -$1.87M -31,619 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$38M +$419K +7,098 +1%
Ameriprise
24
Ameriprise
Minnesota
$37.3M +$6.42M +108,815 +22%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$32.9M +$728K +12,345 +2%