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264 hedge funds and large institutions have $3.64B invested in EnerSys in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.07B → $3.64B (+$570M)

1.63% more ownership

Funds ownership: 97.64%99.27% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.6M

3% less funds holding

Funds holding: 273264 (-9)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
264
Holders Change
-9
Holders Change %
-3.3%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
82
Reduced
99
Closed
33
Calls
$2.4M
Puts
$2.6M
Net Calls
-$201K
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M +$5.28M +65,699 +1%
Boston Partners
2
Boston Partners
Massachusetts
$356M +$16.8M +208,595 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$331M +$3.73M +46,499 +1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$149M -$335K -4,174 -0.2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$129M +$11.5M +143,345 +11%
EARNEST Partners
6
EARNEST Partners
Georgia
$123M -$238K -2,962 -0.2%
State Street
7
State Street
Massachusetts
$122M +$2.39M +29,811 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$120M -$4.39M -54,671 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$113M +$58.2M +724,143 +125%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$102M +$4.46M +55,549 +5%
Wells Fargo
11
Wells Fargo
California
$76.5M -$1.26M -15,738 -2%
Northern Trust
12
Northern Trust
Illinois
$76.3M -$695K -8,657 -1%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$60.6M +$55.9M +695,917 New
Norges Bank
14
Norges Bank
Norway
$56.2M -$1.34M -16,678 -3%
Prudential Financial
15
Prudential Financial
New Jersey
$53.3M -$1.16M -14,384 -2%
NIMC
16
NWQ Investment Management Company
California
$49.9M -$3.14M -39,154 -6%
GT
17
Glenmede Trust
Pennsylvania
$47.7M -$1.06M -13,229 -2%
FCM
18
Frontier Capital Management
Massachusetts
$45.9M +$8.11M +100,983 +24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$44M +$1.33M +16,609 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$38.8M +$1.62M +20,211 +5%
SCM
21
Sterling Capital Management
North Carolina
$37.8M
AAM
22
ACK Asset Management
Connecticut
$37.6M +$3.08M +38,411 +10%
Bank of America
23
Bank of America
North Carolina
$36.7M -$214K -2,659 -0.6%
Charles Schwab
24
Charles Schwab
California
$35.3M +$1.83M +22,726 +6%
AQR Capital Management
25
AQR Capital Management
Connecticut
$35.1M +$4.21M +52,365 +15%