We are live on ! Find out more

254 hedge funds and large institutions have $2.39B invested in EnerSys in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5.01% more ownership

Funds ownership: 95.99%101% (+5%)

4% more capital invested

Capital invested by funds: $2.3B → $2.39B (+$90.3M)

4% less call options, than puts

Call options by funds: $3.55M | Put options by funds: $3.7M

4% less funds holding

Funds holding: 265254 (-11)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
254
Holders Change
-11
Holders Change %
-4.15%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
82
Reduced
107
Closed
24
Calls
$3.55M
Puts
$3.7M
Net Calls
-$152K
Net Calls Change
-$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$5.81M -91,232 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M +$2.39M +37,493 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$171M +$82.2M +1,291,283 +79%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.3M +$4.96M +77,875 +5%
EARNEST Partners
5
EARNEST Partners
Georgia
$88.9M -$891K -14,001 -0.9%
SCM
6
Scopia Capital Management
New York
$86.6M +$8.01M +125,811 +9%
State Street
7
State Street
Massachusetts
$78M +$912K +14,319 +1%
VVP
8
Vulcan Value Partners
Alabama
$58.6M -$4.39M -69,029 -6%
Boston Partners
9
Boston Partners
Massachusetts
$56.8M +$3.23M +50,743 +6%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$55.5M -$380K -5,972 -0.6%
VLKIM
11
Van Lanschot Kempen Investment Management
Netherlands
$54.2M -$2.38M -37,387 -4%
NSCM
12
New South Capital Management
Tennessee
$49.2M +$587K +9,222 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$48.7M -$1.74M -27,315 -3%
Principal Financial Group
14
Principal Financial Group
Iowa
$48.7M -$5.63M -88,426 -10%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$48M +$7.48M +117,528 +17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42M -$16.4K -258 -0%
Northern Trust
17
Northern Trust
Illinois
$38.3M -$1.4M -21,958 -3%
Macquarie Group
18
Macquarie Group
Australia
$37.2M +$18.7K +294 +0%
Legal & General Group
19
Legal & General Group
United Kingdom
$35M +$524K +8,225 +1%
SC
20
Shellback Capital
Massachusetts
$35M
SBH
21
Segall Bryant & Hamill
Illinois
$33.9M +$3.31M +52,069 +10%
HCC
22
Hill City Capital
Massachusetts
$31.8M +$17.7M +277,500 +103%
Charles Schwab
23
Charles Schwab
California
$30.5M +$1.5M +23,612 +5%
PCMI
24
Paradigm Capital Management Inc
New York
$30M -$159K -2,500 -0.5%
Invesco
25
Invesco
Georgia
$28.3M +$11.2M +175,520 +56%