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308 hedge funds and large institutions have $3.69B invested in EnerSys in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

63% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $3.25M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $3.43B → $3.69B (+$254M)

5% more funds holding

Funds holding: 292308 (+16)

1.84% less ownership

Funds ownership: 97.4%95.57% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 115

Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
48
Increased
92
Reduced
115
Closed
29
Calls
$5.31M
Puts
$3.25M
Net Calls
+$2.06M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$456M +$23.1M +252,026 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$355M +$11.8M +129,078 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$206M -$27.9M -304,709 -12%
EARNEST Partners
4
EARNEST Partners
Georgia
$155M +$12.4M +135,983 +9%
Boston Partners
5
Boston Partners
Massachusetts
$151M -$28.2M -308,128 -16%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$148M -$9.58M -104,617 -6%
State Street
7
State Street
Massachusetts
$116M -$1.24M -13,493 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$115M +$49.1K +536 +0%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$102M +$32.6M +355,756 +46%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$89.3M +$32.1M +350,228 +55%
NSCM
11
New South Capital Management
Tennessee
$76M -$9.25K -101 -0%
Northern Trust
12
Northern Trust
Illinois
$73.8M -$13.6M -148,073 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$68.6M +$5.1M +55,718 +8%
FCM
14
Frontier Capital Management
Massachusetts
$65.4M -$20.1M -219,245 -23%
SBH
15
Segall Bryant & Hamill
Illinois
$61.1M -$1.35M -14,714 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$60.2M +$4.79M +52,353 +9%
Invesco
17
Invesco
Georgia
$53.5M -$7.59M -82,884 -12%
WRF
18
Waddell & Reed Financial
Kansas
$51.3M -$9.32M -101,816 -15%
VVP
19
Vulcan Value Partners
Alabama
$44.2M -$9.2M -100,500 -17%
SC
20
Shellback Capital
Massachusetts
$42.8M +$43.1M +471,051 New
PCMI
21
Paradigm Capital Management Inc
New York
$42.4M -$357K -3,900 -0.8%
Norges Bank
22
Norges Bank
Norway
$41.9M -$6.97M -76,132 -14%
CVA
23
Ceredex Value Advisors
Florida
$38.5M -$348K -3,800 -0.9%
Charles Schwab
24
Charles Schwab
California
$37.9M -$12.4K -135 -0%
VLKIM
25
Van Lanschot Kempen Investment Management
Netherlands
$37.8M +$6.45M +70,504 +20%