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222 hedge funds and large institutions have $2.44B invested in EnerSys in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

7% more funds holding

Funds holding: 207222 (+15)

0.61% less ownership

Funds ownership: 99.05%98.44% (-0.61%)

1% less capital invested

Capital invested by funds: $2.46B → $2.44B (-$17.2M)

12% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 82

54% less call options, than puts

Call options by funds: $876K | Put options by funds: $1.91M

Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
5.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
72
Reduced
82
Closed
28
Calls
$876K
Puts
$1.91M
Net Calls
-$1.03M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$336M +$27.7M +457,656 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M -$369K -6,094 -0.2%
BFA
3
BlackRock Fund Advisors
California
$156M +$6.73M +111,313 +4%
JHIU
4
Janus Henderson Investors US
Colorado
$138M -$37.9M -625,774 -20%
VVP
5
Vulcan Value Partners
Alabama
$91.6M -$4.2M -69,355 -4%
EARNEST Partners
6
EARNEST Partners
Georgia
$80.6M -$3.09M -51,050 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$80.2M -$242K -4,005 -0.3%
BIT
8
BlackRock Institutional Trust
California
$61.1M +$1.19M +19,595 +2%
NIMC
9
NWQ Investment Management Company
California
$59.2M +$20.6M +341,143 +48%
Franklin Resources
10
Franklin Resources
California
$58.1M -$303K -5,000 -0.5%
Allianz Asset Management
11
Allianz Asset Management
Germany
$52.1M -$7.95M -131,414 -12%
RA
12
Royce & Associates
New York
$49.6M -$551K -9,110 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$48M -$11.5M -190,123 -18%
State Street
14
State Street
Massachusetts
$46.8M +$1.12M +18,504 +2%
Northern Trust
15
Northern Trust
Illinois
$45.7M +$361K +5,960 +0.7%
Victory Capital Management
16
Victory Capital Management
Texas
$42.8M +$11.2M +185,245 +32%
Boston Partners
17
Boston Partners
Massachusetts
$42.6M +$2.44M +40,310 +6%
Norges Bank
18
Norges Bank
Norway
$41.8M +$2M +33,025 +5%
WCM
19
Wedge Capital Management
North Carolina
$40.1M -$7.67M -126,774 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$38.7M -$4.81M -79,468 -10%
Ameriprise
21
Ameriprise
Minnesota
$36.8M -$484K -8,002 -1%
Invesco
22
Invesco
Georgia
$33.7M -$380K -6,285 -1%
CI
23
Cambiar Investors
Colorado
$33.5M -$2.45M -40,438 -6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$33.1M +$4.99M +82,412 +16%
Wells Fargo
25
Wells Fargo
California
$29.3M -$2.38M -39,406 -7%