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281 hedge funds and large institutions have $3.23B invested in EnerSys in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,287% more call options, than puts

Call options by funds: $931K | Put options by funds: $39K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.92B → $3.23B (+$311M)

6% more funds holding

Funds holding: 264281 (+17)

2.55% less ownership

Funds ownership: 97.79%95.25% (-2.5%)

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

Holders
281
Holders Change
+17
Holders Change %
+6.44%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
96
Reduced
114
Closed
21
Calls
$931K
Puts
$39K
Net Calls
+$892K
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$265M +$27.2M +370,646 +12%
BFA
2
BlackRock Fund Advisors
California
$201M +$22.2M +302,391 +13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$156M -$47.5M -647,621 -24%
AllianceBernstein
4
AllianceBernstein
Tennessee
$144M +$1.71M +23,328 +1%
JHIU
5
Janus Henderson Investors US
Colorado
$127M -$37.8M -515,321 -24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$115M -$3.02M -41,209 -3%
State Street
7
State Street
Massachusetts
$108M +$3.57M +48,651 +4%
BIT
8
BlackRock Institutional Trust
California
$102M +$2.11M +28,719 +2%
EARNEST Partners
9
EARNEST Partners
Georgia
$94.9M -$7.6M -103,579 -8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$74.5M +$250K +3,403 +0.4%
Northern Trust
11
Northern Trust
Illinois
$73.9M -$2.6M -35,515 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$70.7M -$8.86M -120,835 -12%
Franklin Resources
13
Franklin Resources
California
$66.3M -$12.6M -171,500 -17%
JP Morgan Chase
14
JP Morgan Chase
New York
$62M +$35.9M +488,989 +160%
NIMC
15
NWQ Investment Management Company
California
$61.4M -$20.9M -284,965 -27%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$61M -$4.2M -57,289 -7%
Allianz Asset Management
17
Allianz Asset Management
Germany
$56M -$7.89M -107,543 -13%
Boston Partners
18
Boston Partners
Massachusetts
$51.4M +$169K +2,301 +0.4%
WCM
19
Wedge Capital Management
North Carolina
$49.4M +$1.47M +20,004 +3%
Norges Bank
20
Norges Bank
Norway
$46.1M -$6M -81,821 -12%
VVP
21
Vulcan Value Partners
Alabama
$43.8M -$26.8M -365,875 -39%
Prudential Financial
22
Prudential Financial
New Jersey
$37.7M +$23.3M +317,390 +192%
SCM
23
Sterling Capital Management
North Carolina
$34.7M
Invesco
24
Invesco
Georgia
$34.7M -$11.3M -153,916 -26%
Victory Capital Management
25
Victory Capital Management
Texas
$34.5M -$641K -8,748 -2%