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267 hedge funds and large institutions have $2.74B invested in EnerSys in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $1.64M

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 261267 (+6)

5% more capital invested

Capital invested by funds: $2.62B → $2.74B (+$125M)

0.07% more ownership

Funds ownership: 96.22%96.29% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
+6
Holders Change %
+2.3%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
25
Increased
91
Reduced
100
Closed
18
Calls
$4.46M
Puts
$1.64M
Net Calls
+$2.81M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$302M -$14.7M -213,840 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M -$14.6M -212,101 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$178M -$10.7M -155,926 -6%
Boston Partners
4
Boston Partners
Massachusetts
$153M -$3.31M -48,207 -2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$106M +$312K +4,544 +0.3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$106M -$3.41M -49,541 -3%
EARNEST Partners
7
EARNEST Partners
Georgia
$104M -$1.87M -27,152 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$87.8M -$3.8M -55,231 -4%
State Street
9
State Street
Massachusetts
$86.4M -$3.66M -53,308 -4%
Northern Trust
10
Northern Trust
Illinois
$65.9M -$3.45M -50,217 -5%
FCM
11
Frontier Capital Management
Massachusetts
$60.5M +$5.21M +75,759 +9%
NSCM
12
New South Capital Management
Tennessee
$57.8M +$2.96M +43,122 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.5M -$2.11M -30,721 -4%
VVP
14
Vulcan Value Partners
Alabama
$49.7M +$911K +13,244 +2%
WRF
15
Waddell & Reed Financial
Kansas
$46.4M +$6.8M +98,851 +17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$44.1M -$2M -29,126 -4%
Principal Financial Group
17
Principal Financial Group
Iowa
$40.5M -$407K -5,913 -1%
Invesco
18
Invesco
Georgia
$39.2M +$1.04M +15,066 +3%
PCMI
19
Paradigm Capital Management Inc
New York
$31.9M +$880K +12,800 +3%
Norges Bank
20
Norges Bank
Norway
$31.6M -$7.35M -106,983 -18%
SBH
21
Segall Bryant & Hamill
Illinois
$29.6M +$9.19M +133,731 +44%
CVA
22
Ceredex Value Advisors
Florida
$28.5M -$165K -2,400 -0.6%
Charles Schwab
23
Charles Schwab
California
$28.3M -$1.98M -28,741 -6%
RCMNY
24
Rubric Capital Management (New York)
New York
$25.8M +$26.4M +384,680 New
MWNA
25
Marshall Wace North America
New York
$25.5M +$20.4M +297,157 +361%