We are live on ! Find out more
ENS icon

EnerSys
ENS

279 hedge funds and large institutions have $2.67B invested in EnerSys in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 91

0.7% more ownership

Funds ownership: 95.84% → 96.54% (+0.7%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

1% less funds holding

Funds holding: 282 → 279 (-3)

16% less capital invested

Capital invested by funds: $3.19B → $2.67B (-$517M)

65% less call options, than puts

Call options by funds: $3.95M | Put options by funds: $11.4M

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
279
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
41
Increased
110
Reduced
91
Closed
41
Calls
$3.95M
Puts
$11.4M
Net Calls
-$7.43M
Net Calls Change
-$4.47M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.7M
3
CVA
Ceredex Value Advisors
Florida
+$21.4M
4
CRCP
Copper Rock Capital Partners
Massachusetts
+$15.5M
5
GT
Glenmede Trust
Pennsylvania
+$11.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$74.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$28M
3
FCM
Frontier Capital Management
Massachusetts
-$19.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$17.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$321M +$4.88M +64,542 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M -$14.9M -197,350 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$216M +$87.9M +1,162,700 +54%
Boston Partners
4
Boston Partners
Massachusetts
$189M -$74.7M -988,196 -25%
EARNEST Partners
5
EARNEST Partners
Georgia
$91.1M +$1.04M +13,819 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89.1M +$185K +2,449 +0.2%
State Street
7
State Street
Massachusetts
$88.6M +$2.86M +37,842 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$75.4M +$7M +92,701 +9%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$72.6M -$1.12M -14,823 -1%
Northern Trust
10
Northern Trust
Illinois
$59M +$3.29M +43,516 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$56.8M -$17.3M -228,776 -21%
Wells Fargo
12
Wells Fargo
California
$46.4M -$7.79M -103,129 -13%
Norges Bank
13
Norges Bank
Norway
$41.2M -$1.04M -13,783 -2%
Principal Financial Group
14
Principal Financial Group
Iowa
$37.2M +$27.7M +365,977 +179%
NIMC
15
NWQ Investment Management Company
California
$34.3M -$1.15M -15,220 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$34.1M +$3.74M +49,506 +10%
AL
17
AJO LP
Pennsylvania
$31.3M +$1.79M +23,648 +5%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$28M -$2.12M -28,103 -6%
Victory Capital Management
19
Victory Capital Management
Texas
$27.7M +$4.28M +56,577 +15%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$27.2M +$30.4K +402 +0.1%
Bank of America
21
Bank of America
North Carolina
$25.6M -$908K -12,019 -3%
FWIA
22
Fort Washington Investment Advisors
Ohio
$24.6M +$3.14M +41,536 +12%
Invesco
23
Invesco
Georgia
$24M -$778K -10,291 -3%
PCMI
24
Paradigm Capital Management Inc
New York
$23.4M +$1.13M +15,000 +4%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$22.8M -$2.27M -29,990 -8%
1
2 3 4 5

ENS Hedge Fund Activity: Q1 2019 in Review

279 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2019, worth a combined $2.67B — down 16% from $3.19B a quarter earlier.

Fund positioning in ENS was balanced in Q1 2019: 41 funds opened new positions, 41 closed out, 110 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $87.9M. The largest seller was Boston Partners, cutting an estimated $74.7M.

  • 279 institutional investors held EnerSys (ENS) as of Q1 2019, down from 282 in Q4 2018.
  • Funds reported $2.67B of EnerSys stock for Q1 2019, down 16% quarter-over-quarter.
  • 41 funds opened new EnerSys positions in Q1 2019 and 41 closed out, a net change of 0 holders.
  • The largest EnerSys buyer in Q1 2019 was Wellington Management Group, an estimated $87.9M added.
  • The largest EnerSys seller in Q1 2019 was Boston Partners, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2019.