EnerSys
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.
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: 261 → 267 (+6)
4% more capital invested
Capital invested by funds: $2.63B → $2.74B (+$117M)
0.07% more ownership
Funds ownership: 96.21% → 96.28% (+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: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$26.4M |
| 2 |
MWNA
Marshall Wace North America
New York
|
+$20.4M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$9.19M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.08M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$15.5M |
| 2 |
BlackRock
New York
|
-$14.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.6M |
| 4 |
ECA
Encompass Capital Advisors
New York
|
-$12.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.7M |
ENS Hedge Fund Activity: Q3 2020 in Review
267 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2020, worth a combined $2.74B — up 4.4% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ENS positions and 18 closed out — a net gain of 7 holders — while 91 added to existing stakes and 100 trimmed.
The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $26.4M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $15.5M sold.
- 267 institutional investors held EnerSys (ENS) as of Q3 2020, up from 261 in Q2 2020.
- Funds reported $2.74B of EnerSys stock for Q3 2020, up 4.4% quarter-over-quarter.
- 25 funds opened new EnerSys positions in Q3 2020 and 18 closed out, a net change of +7 holders.
- The largest EnerSys buyer in Q3 2020 was Rubric Capital Management (New York), an estimated $26.4M added.
- The largest EnerSys seller in Q3 2020 was Intrinsic Edge Capital Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2020.