EnerSys
285 hedge funds and large institutions have $3.16B invested in EnerSys in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 44 closing their positions.
276% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $852K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
9% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 44
5% more capital invested
Capital invested by funds: $3.01B → $3.16B (+$146M)
3% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 95
0.26% more ownership
Funds ownership: 95.25% → 95.51% (+0.26%)
0% more funds holding
Funds holding: 285 → 285 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$40.8M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$16.3M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$16.2M |
| 4 |
SCM
Scopia Capital Management
New York
|
+$14.7M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$19.4M |
| 3 |
Goldman Sachs
New York
|
-$12.2M |
| 4 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$12M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.4M |
ENS Hedge Fund Activity: Q4 2021 in Review
285 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2021, worth a combined $3.16B — up 4.8% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ENS positions and 44 closed out — a net gain of 4 holders — while 98 added to existing stakes and 95 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $40.8M. The largest seller was Wellington Management Group, cutting an estimated $71.9M.
- 285 institutional investors held EnerSys (ENS) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $3.16B of EnerSys stock for Q4 2021, up 4.8% quarter-over-quarter.
- 48 funds opened new EnerSys positions in Q4 2021 and 44 closed out, a net change of +4 holders.
- The largest EnerSys buyer in Q4 2021 was Vulcan Value Partners, an estimated $40.8M added.
- The largest EnerSys seller in Q4 2021 was Wellington Management Group, an estimated $71.9M sold.
Based on aggregated 13F filings for Q4 2021.