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252 hedge funds and large institutions have $3.14B invested in EnerSys in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more capital invested

Capital invested by funds: $2.71B → $3.14B (+$422M)

1.34% more ownership

Funds ownership: 97.89%99.22% (+1.3%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less call options, than puts

Call options by funds: $838K | Put options by funds: $845K

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

2% less funds holding

Funds holding: 257252 (-5)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
85
Reduced
92
Closed
30
Calls
$838K
Puts
$845K
Net Calls
-$7K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$367M +$1.49M +21,576 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M +$1.76M +25,456 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$252M +$1.42M +20,494 +0.6%
Boston Partners
4
Boston Partners
Massachusetts
$168M -$1.25M -18,049 -0.8%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$144M +$19.5M +280,919 +17%
AllianceBernstein
6
AllianceBernstein
Tennessee
$125M -$454K -6,560 -0.4%
EARNEST Partners
7
EARNEST Partners
Georgia
$114M +$6.16M +88,934 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$104M -$673K -9,712 -0.7%
State Street
9
State Street
Massachusetts
$99.7M -$3M -43,336 -3%
Northern Trust
10
Northern Trust
Illinois
$77.3M +$687K +9,914 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$70.1M -$2.91M -41,985 -4%
NSCM
12
New South Capital Management
Tennessee
$57.6M -$744K -10,744 -1%
WRF
13
Waddell & Reed Financial
Kansas
$54.6M +$23.1M +333,978 +85%
FCM
14
Frontier Capital Management
Massachusetts
$52.3M +$30.7M +443,737 +174%
VVP
15
Vulcan Value Partners
Alabama
$48M -$163K -2,351 -0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$47.9M +$1.3M +18,727 +3%
Norges Bank
17
Norges Bank
Norway
$47.3M
Invesco
18
Invesco
Georgia
$36.7M +$7.95M +114,792 +31%
Principal Financial Group
19
Principal Financial Group
Iowa
$35.6M -$39.5K -570 -0.1%
PCMI
20
Paradigm Capital Management Inc
New York
$34.5M +$4.7M +67,800 +17%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$30.5M -$4.48M -64,669 -14%
NIMC
22
NWQ Investment Management Company
California
$28.8M -$7.01M -101,193 -21%
GT
23
Glenmede Trust
Pennsylvania
$28.1M -$3.43M -49,558 -12%
Bank of America
24
Bank of America
North Carolina
$26.5M +$350K +5,057 +1%
Truist Financial
25
Truist Financial
North Carolina
$25.4M +$21.8M +314,416 +1,236%