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221 hedge funds and large institutions have $3.37B invested in EnerSys in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 107 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more call options, than puts

Call options by funds: $8.03M | Put options by funds: $5.88M

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $3.09B → $3.37B (+$280M)

2% more funds holding

Funds holding: 217221 (+4)

1% less ownership

Funds ownership: 108.78%107.79% (-1%)

39% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 107

Holders
221
Holders Change
+4
Holders Change %
+1.84%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
65
Reduced
107
Closed
19
Calls
$8.03M
Puts
$5.88M
Net Calls
+$2.14M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M +$42.1M +612,930 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$5.45M +79,378 +3%
JHIU
3
Janus Henderson Investors US
Colorado
$204M -$2.91M -42,433 -1%
BFA
4
BlackRock Fund Advisors
California
$181M -$1.62M -23,678 -0.9%
EARNEST Partners
5
EARNEST Partners
Georgia
$114M +$472K +6,884 +0.4%
Franklin Resources
6
Franklin Resources
California
$106M +$4.89M +71,300 +5%
VVP
7
Vulcan Value Partners
Alabama
$103M -$2.54M -37,077 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$96.8M +$15.5M +225,610 +20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$95.5M +$5.67M +82,705 +6%
Allianz Asset Management
10
Allianz Asset Management
Germany
$86.3M -$14.7M -213,646 -15%
BIT
11
BlackRock Institutional Trust
California
$72.2M -$16.2M -235,433 -19%
KI
12
Kalmar Investments
Delaware
$68.4M -$2.56M -37,268 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$66.7M -$132K -1,926 -0.2%
State Street
14
State Street
Massachusetts
$65.8M -$3.06M -44,666 -5%
RA
15
Royce & Associates
New York
$64.7M -$44.5M -649,175 -41%
Northern Trust
16
Northern Trust
Illinois
$56.7M -$1.02M -14,886 -2%
WCM
17
Wedge Capital Management
North Carolina
$55.1M -$1.98M -28,840 -4%
Ameriprise
18
Ameriprise
Minnesota
$50.2M -$4.41M -64,317 -8%
NIMC
19
NWQ Investment Management Company
California
$50.1M -$606K -8,833 -1%
Boston Partners
20
Boston Partners
Massachusetts
$49.7M +$6.08M +88,593 +14%
Invesco
21
Invesco
Georgia
$45.6M -$1.06M -15,423 -2%
CI
22
Cambiar Investors
Colorado
$44.7M -$536K -7,817 -1%
Norges Bank
23
Norges Bank
Norway
$44.5M +$8.06M +117,448 +23%
RIM
24
Ranger Investment Management
Texas
$43.7M -$826K -12,037 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$39.9M -$351K -5,119 -0.9%