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257 hedge funds and large institutions have $2.71B invested in EnerSys in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 96.33%97.89% (+1.6%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more funds holding

Funds holding: 255257 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less call options, than puts

Call options by funds: $6.06M | Put options by funds: $6.1M

3% less capital invested

Capital invested by funds: $2.79B → $2.71B (-$78.9M)

23% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 109

Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
84
Reduced
109
Closed
27
Calls
$6.06M
Puts
$6.1M
Net Calls
-$42K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$322M -$2.62M -41,734 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M +$10.6M +168,560 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$221M -$7.89M -125,567 -4%
Boston Partners
4
Boston Partners
Massachusetts
$149M +$1.23M +19,628 +0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$110M +$5.19M +82,589 +5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$108M +$33.4M +531,599 +48%
EARNEST Partners
7
EARNEST Partners
Georgia
$94.4M +$1.44M +22,949 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$92M -$482K -7,681 -0.5%
State Street
9
State Street
Massachusetts
$90.7M -$1.81M -28,779 -2%
Northern Trust
10
Northern Trust
Illinois
$67.5M +$2.41M +38,432 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$64.5M -$12.5M -198,352 -17%
NSCM
12
New South Capital Management
Tennessee
$51.4M +$49M +780,188 New
VVP
13
Vulcan Value Partners
Alabama
$42.4M +$40.4M +643,656 New
Norges Bank
14
Norges Bank
Norway
$41.6M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41M -$117K -1,870 -0.3%
CCM
16
Channing Capital Management
Illinois
$40.6M +$363K +5,786 +0.9%
NIMC
17
NWQ Investment Management Company
California
$32M -$6.46M -102,845 -17%
Principal Financial Group
18
Principal Financial Group
Iowa
$31.4M -$398K -6,341 -1%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$31.1M +$907K +14,445 +3%
Wells Fargo
20
Wells Fargo
California
$28.3M -$14.4M -229,131 -35%
AAM
21
ACK Asset Management
Connecticut
$28M +$7.61M +121,200 +38%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$26.5M -$1.34M -21,327 -5%
WRF
23
Waddell & Reed Financial
Kansas
$26.1M +$2.53M +40,224 +11%
PCMI
24
Paradigm Capital Management Inc
New York
$25.9M +$308K +4,900 +1%
Invesco
25
Invesco
Georgia
$24.8M -$4M -63,752 -15%