EnerSys
261 hedge funds and large institutions have $2.63B invested in EnerSys in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 19 closing their positions.
147% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 19
28% more capital invested
Capital invested by funds: $2.06B → $2.63B (+$568M)
11% more funds holding
Funds holding: 235 → 261 (+26)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.42% less ownership
Funds ownership: 97.64% → 96.21% (-1.4%)
13% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 97
20% less call options, than puts
Call options by funds: $4.64M | Put options by funds: $5.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$14.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$7.72M |
| 3 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$7.72M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$6.63M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$17.6M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
-$11.7M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$9.61M |
| 4 |
Millennium Management
New York
|
-$8.1M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$7.97M |
ENS Hedge Fund Activity: Q2 2020 in Review
261 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2020, worth a combined $2.63B — up 28% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ENS positions and 19 closed out — a net gain of 28 holders — while 84 added to existing stakes and 97 trimmed.
The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $14.1M. The largest seller was Janus Henderson Group, cutting an estimated $17.6M.
- 261 institutional investors held EnerSys (ENS) as of Q2 2020, up from 235 in Q1 2020.
- Funds reported $2.63B of EnerSys stock for Q2 2020, up 28% quarter-over-quarter.
- 47 funds opened new EnerSys positions in Q2 2020 and 19 closed out, a net change of +28 holders.
- The largest EnerSys buyer in Q2 2020 was Intrinsic Edge Capital Management, an estimated $14.1M added.
- The largest EnerSys seller in Q2 2020 was Janus Henderson Group, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2020.