EnerSys
264 hedge funds and large institutions have $2.3B invested in EnerSys in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 37 closing their positions.
648% more call options, than puts
Call options by funds: $9.2M | Put options by funds: $1.23M
1% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 96
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more ownership
Funds ownership: 95.94% → 95.95% (+0%)
8% less funds holding
Funds holding: 287 → 264 (-23)
22% less capital invested
Capital invested by funds: $2.95B → $2.3B (-$652M)
49% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$23.1M |
| 2 |
Millennium Management
New York
|
+$21.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$12.2M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$22.4M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$18.7M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$17.2M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$10.3M |
| 5 |
Goldman Sachs
New York
|
-$10.1M |
ENS Hedge Fund Activity: Q2 2022 in Review
264 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2022, worth a combined $2.3B — down 22% from $2.95B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ENS and 19 opened new positions — a net loss of 18 holders — while 96 trimmed existing stakes and 97 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $23.1M. The largest seller was ACK Asset Management, cutting an estimated $22.4M.
- 264 institutional investors held EnerSys (ENS) as of Q2 2022, down from 287 in Q1 2022.
- Funds reported $2.3B of EnerSys stock for Q2 2022, down 22% quarter-over-quarter.
- 19 funds opened new EnerSys positions in Q2 2022 and 37 closed out, a net change of -18 holders.
- The largest EnerSys buyer in Q2 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $23.1M added.
- The largest EnerSys seller in Q2 2022 was ACK Asset Management, an estimated $22.4M sold.
Based on aggregated 13F filings for Q2 2022.