EnerSys
285 hedge funds and large institutions have $3.01B invested in EnerSys in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 37 closing their positions.
11% more call options, than puts
Call options by funds: $3.06M | Put options by funds: $2.74M
0.83% less ownership
Funds ownership: 96.08% → 95.25% (-0.83%)
2% less funds holding
Funds holding: 292 → 285 (-7)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
20% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 109
24% less capital invested
Capital invested by funds: $3.98B → $3.01B (-$965M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
+$49.7M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$18.7M |
| 3 |
Millennium Management
New York
|
+$9.62M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.38M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.9M |
| 2 |
BlackRock
New York
|
-$21.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$19.1M |
| 4 |
OFCM
One Fin Capital Management
San Francisco,
California
|
-$15.5M |
| 5 |
Man Group
London,
United Kingdom
|
-$13.9M |
ENS Hedge Fund Activity: Q3 2021 in Review
285 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2021, worth a combined $3.01B — down 24% from $3.98B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ENS and 33 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 87 added.
The largest buyer was Scopia Capital Management, opening a new position worth an estimated $49.7M. The largest seller was Frontier Capital Management, cutting an estimated $22.9M.
- 285 institutional investors held EnerSys (ENS) as of Q3 2021, down from 292 in Q2 2021.
- Funds reported $3.01B of EnerSys stock for Q3 2021, down 24% quarter-over-quarter.
- 33 funds opened new EnerSys positions in Q3 2021 and 37 closed out, a net change of -4 holders.
- The largest EnerSys buyer in Q3 2021 was Scopia Capital Management, an estimated $49.7M added.
- The largest EnerSys seller in Q3 2021 was Frontier Capital Management, an estimated $22.9M sold.
Based on aggregated 13F filings for Q3 2021.