EnerSys
308 hedge funds and large institutions have $3.7B 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.
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: 3 → 4 (+1)
7% more capital invested
Capital invested by funds: $3.44B → $3.7B (+$257M)
5% more funds holding
Funds holding: 292 → 308 (+16)
1.84% less ownership
Funds ownership: 97.4% → 95.56% (-1.8%)
20% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$43.1M |
| 2 |
Bank of New York Mellon
New York
|
+$32.6M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$32.1M |
| 4 |
BlackRock
New York
|
+$23.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.4M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$35.4M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$28.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.9M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$22.6M |
ENS Hedge Fund Activity: Q1 2021 in Review
308 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2021, worth a combined $3.7B — up 7.5% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ENS positions and 29 closed out — a net gain of 19 holders — while 92 added to existing stakes and 115 trimmed.
The largest buyer was Shellback Capital, opening a new position worth an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $52.4M.
- 308 institutional investors held EnerSys (ENS) as of Q1 2021, up from 292 in Q4 2020.
- Funds reported $3.7B of EnerSys stock for Q1 2021, up 7.5% quarter-over-quarter.
- 48 funds opened new EnerSys positions in Q1 2021 and 29 closed out, a net change of +19 holders.
- The largest EnerSys buyer in Q1 2021 was Shellback Capital, an estimated $43.1M added.
- The largest EnerSys seller in Q1 2021 was AllianceBernstein, an estimated $52.4M sold.
Based on aggregated 13F filings for Q1 2021.