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255 hedge funds and large institutions have $2.79B invested in EnerSys in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more capital invested

Capital invested by funds: $2.67B → $2.79B (+$120M)

0.21% less ownership

Funds ownership: 96.54%96.33% (-0.21%)

4% less call options, than puts

Call options by funds: $4.51M | Put options by funds: $4.69M

5% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 96

9% less funds holding

Funds holding: 279255 (-24)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

Holders
255
Holders Change
-24
Holders Change %
-8.6%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
91
Reduced
96
Closed
51
Calls
$4.51M
Puts
$4.69M
Net Calls
-$172K
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$338M +$529K +8,088 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M -$1.54M -23,604 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$238M +$9.95M +152,245 +5%
Boston Partners
4
Boston Partners
Massachusetts
$153M -$43.3M -662,042 -23%
AllianceBernstein
5
AllianceBernstein
Tennessee
$109M +$46.9M +717,330 +82%
EARNEST Partners
6
EARNEST Partners
Georgia
$96.5M +$692K +10,581 +0.8%
State Street
7
State Street
Massachusetts
$96.2M +$2.86M +43,709 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$96.1M +$2.36M +36,083 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$80.6M +$1.26M +19,217 +2%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$76.1M -$230K -3,517 -0.3%
Northern Trust
11
Northern Trust
Illinois
$67.5M +$5.22M +79,850 +9%
Wells Fargo
12
Wells Fargo
California
$45.1M -$3.52M -53,835 -8%
Norges Bank
13
Norges Bank
Norway
$43.3M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.7M +$6.59M +100,867 +19%
CCM
15
Channing Capital Management
Illinois
$41.8M +$31.9M +487,694 +399%
NIMC
16
NWQ Investment Management Company
California
$40.3M +$4.05M +61,997 +12%
Victory Capital Management
17
Victory Capital Management
Texas
$39.7M +$10.1M +154,582 +36%
Principal Financial Group
18
Principal Financial Group
Iowa
$33.1M -$5.74M -87,769 -15%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$31.4M +$2.62M +40,109 +10%
Invesco
20
Invesco
Georgia
$30.1M +$4.63M +70,807 +19%
FWIA
21
Fort Washington Investment Advisors
Ohio
$29.3M +$3.27M +50,000 +13%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$29M +$4.82M +73,802 +21%
PCMI
23
Paradigm Capital Management Inc
New York
$26.6M +$1.92M +29,300 +8%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$25.3M -$3.93M -60,100 -14%
Bank of America
25
Bank of America
North Carolina
$24.5M -$2.26M -34,535 -9%