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264 hedge funds and large institutions have $2.92B invested in EnerSys in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $2.54B → $2.92B (+$383M)

5% more funds holding

Funds holding: 252264 (+12)

0.45% less ownership

Funds ownership: 98.24%97.79% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less call options, than puts

Call options by funds: $264K | Put options by funds: $720K

Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
96
Reduced
100
Closed
23
Calls
$264K
Puts
$720K
Net Calls
-$456K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M -$28.1M -421,817 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$183M -$5.99M -89,843 -3%
BFA
3
BlackRock Fund Advisors
California
$157M -$38.8M -581,789 -20%
JHIU
4
Janus Henderson Investors US
Colorado
$149M -$20.9M -314,301 -13%
AllianceBernstein
5
AllianceBernstein
Tennessee
$126M +$86.3M +1,294,726 +247%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$104M -$1.04M -15,617 -1%
State Street
7
State Street
Massachusetts
$92.4M +$31.6M +474,991 +55%
EARNEST Partners
8
EARNEST Partners
Georgia
$91.2M -$5.66M -84,977 -6%
BIT
9
BlackRock Institutional Trust
California
$88.3M +$13.3M +199,805 +19%
NIMC
10
NWQ Investment Management Company
California
$74.1M -$5.28M -79,290 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71M -$487K -7,307 -0.7%
Franklin Resources
12
Franklin Resources
California
$70.6M +$1.28M +19,200 +2%
Northern Trust
13
Northern Trust
Illinois
$68M +$9.77M +146,600 +18%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$65.7M +$2.13M +31,956 +3%
VVP
15
Vulcan Value Partners
Alabama
$64.1M +$630K +9,459 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$58M -$1.5M -22,527 -3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$57M -$3.56M -53,464 -6%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$49.8M +$47.9M +719,467 New
Boston Partners
19
Boston Partners
Massachusetts
$45.4M +$1.96M +29,444 +5%
Norges Bank
20
Norges Bank
Norway
$44.4M -$5.17M -77,599 -10%
WCM
21
Wedge Capital Management
North Carolina
$42.4M -$5.09M -76,416 -11%
Invesco
22
Invesco
Georgia
$41.4M -$1.16M -17,384 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$32.8M -$7.86M -117,981 -20%
GT
24
Glenmede Trust
Pennsylvania
$31.8M +$2.45M +36,705 +9%
Victory Capital Management
25
Victory Capital Management
Texas
$31.1M -$599K -8,998 -2%