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282 hedge funds and large institutions have $3.19B invested in EnerSys in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

7% more funds holding

Funds holding: 264282 (+18)

3.44% less ownership

Funds ownership: 99.27%95.84% (-3.4%)

12% less capital invested

Capital invested by funds: $3.64B → $3.19B (-$449M)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

47% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $6.24M

Holders
282
Holders Change
+18
Holders Change %
+6.82%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
46
Increased
83
Reduced
107
Closed
27
Calls
$3.28M
Puts
$6.24M
Net Calls
-$2.96M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$377M +$12.5M +154,221 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$11M +135,020 +4%
Boston Partners
3
Boston Partners
Massachusetts
$302M -$15.8M -194,685 -5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$167M +$69.4M +856,109 +66%
EARNEST Partners
5
EARNEST Partners
Georgia
$107M -$2.46M -30,354 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$106M -$1.03M -12,642 -0.9%
State Street
7
State Street
Massachusetts
$103M -$6.14M -75,714 -5%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$87.6M -$47.4M -584,307 -34%
AllianceBernstein
9
AllianceBernstein
Tennessee
$85.4M -$30.8M -379,527 -26%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$82.7M -$8.12M -100,109 -9%
Northern Trust
11
Northern Trust
Illinois
$66.9M -$1.18M -14,517 -2%
Wells Fargo
12
Wells Fargo
California
$63.2M -$5.16M -63,620 -7%
Norges Bank
13
Norges Bank
Norway
$50.1M
Prudential Financial
14
Prudential Financial
New Jersey
$46M -$1.62M -19,943 -3%
NIMC
15
NWQ Investment Management Company
California
$42M -$5.92M -73,055 -12%
FCM
16
Frontier Capital Management
Massachusetts
$40.9M -$3.73K -46 -0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$36.7M +$2.3M +28,415 +6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$35.6M +$4.54M +55,997 +14%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$35.5M +$26.4M +325,276 +246%
AL
20
AJO LP
Pennsylvania
$35.5M +$14.1M +174,067 +61%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$32.4M +$3.41M +42,041 +11%
Bank of America
22
Bank of America
North Carolina
$31.4M -$1.31M -16,171 -4%
Charles Schwab
23
Charles Schwab
California
$30.4M -$1.1M -13,571 -3%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$29.4M -$25.7M -316,622 -45%
Invesco
25
Invesco
Georgia
$29.4M +$1.43M +17,633 +5%