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292 hedge funds and large institutions have $3.96B invested in EnerSys in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $3.69B → $3.96B (+$274M)

3% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $4.8M

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.47% more ownership

Funds ownership: 95.57%96.03% (+0.47%)

5% less funds holding

Funds holding: 308292 (-16)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
292
Holders Change
-16
Holders Change %
-5.19%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
103
Reduced
102
Closed
42
Calls
$4.95M
Puts
$4.8M
Net Calls
+$147K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$474M -$16.4M -175,641 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M +$9.92M +106,333 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$235M +$12.7M +136,503 +6%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$169M +$9.57M +102,547 +6%
EARNEST Partners
5
EARNEST Partners
Georgia
$167M -$34.7K -372 -0%
State Street
6
State Street
Massachusetts
$127M +$1.56M +16,697 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$118M -$5.68M -60,885 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$113M +$2.56M +27,447 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$108M +$11.5M +123,468 +13%
NSCM
10
New South Capital Management
Tennessee
$80.7M -$1.07M -11,520 -1%
Northern Trust
11
Northern Trust
Illinois
$80.1M +$608K +6,522 +0.8%
Principal Financial Group
12
Principal Financial Group
Iowa
$76.7M +$11.3M +121,574 +18%
Boston Partners
13
Boston Partners
Massachusetts
$75.9M -$82.4M -883,403 -53%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$75.9M +$1.93M +20,680 +3%
FCM
15
Frontier Capital Management
Massachusetts
$75.1M +$4.55M +48,745 +7%
Invesco
16
Invesco
Georgia
$59.4M +$1.7M +18,210 +3%
Macquarie Group
17
Macquarie Group
Australia
$59.2M +$56.4M +604,498 +45,519%
SBH
18
Segall Bryant & Hamill
Illinois
$57.4M -$8M -85,719 -13%
N
19
Nuveen
North Carolina
$48.8M +$12M +128,318 +35%
SC
20
Shellback Capital
Massachusetts
$47.3M +$1.24M +13,323 +3%
VLKIM
21
Van Lanschot Kempen Investment Management
Netherlands
$47M +$5.96M +63,928 +15%
PCMI
22
Paradigm Capital Management Inc
New York
$45.7M +$74.6K +800 +0.2%
VVP
23
Vulcan Value Partners
Alabama
$44.3M -$3.07M -32,956 -7%
Charles Schwab
24
Charles Schwab
California
$41.7M +$825K +8,844 +2%
CVA
25
Ceredex Value Advisors
Florida
$40.6M -$793K -8,500 -2%