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327 hedge funds and large institutions have $4.13B invested in EnerSys in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $9.22M | Put options by funds: $1.42M

300% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $3.39B → $4.13B (+$739M)

14% more funds holding

Funds holding: 286327 (+41)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.33% less ownership

Funds ownership: 95.43%93.1% (-2.3%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 125

Holders
327
Holders Change
+41
Holders Change %
+14.34%
% of All Funds
5.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
91
Reduced
125
Closed
14
Calls
$9.22M
Puts
$1.42M
Net Calls
+$7.8M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$529M +$3.25M +35,545 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465M +$8.41M +92,131 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$182M +$59.1K +647 +0%
State Street
4
State Street
Massachusetts
$152M -$1.07M -11,686 -0.8%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$142M -$98.9K -1,083 -0.1%
EARNEST Partners
6
EARNEST Partners
Georgia
$136M -$24M -262,781 -17%
Principal Financial Group
7
Principal Financial Group
Iowa
$97.6M -$2.62M -28,719 -3%
VLKIM
8
Van Lanschot Kempen Investment Management
Netherlands
$89.3M -$6.88M -75,399 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87.9M +$2.57M +28,155 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$85.9M -$9.35M -102,438 -11%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$84.1M -$5.57M -60,984 -7%
NSCM
12
New South Capital Management
Tennessee
$75M -$4.67M -51,132 -7%
FCM
13
Frontier Capital Management
Massachusetts
$72.5M -$4M -43,820 -6%
SBH
14
Segall Bryant & Hamill
Illinois
$70.2M -$298K -3,262 -0.5%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$69.2M -$10.8M -117,990 -16%
Northern Trust
16
Northern Trust
Illinois
$69M +$542K +5,932 +0.9%
Invesco
17
Invesco
Georgia
$67.9M -$2.45M -26,807 -4%
HCC
18
Hill City Capital
Massachusetts
$65.9M
AAM
19
ACK Asset Management
Connecticut
$62.1M
Charles Schwab
20
Charles Schwab
California
$60.5M -$981K -10,744 -2%
SCM
21
Scopia Capital Management
New York
$57.9M -$40.9M -448,156 -46%
Legal & General Group
22
Legal & General Group
United Kingdom
$52.4M -$8.85M -96,922 -17%
PCMI
23
Paradigm Capital Management Inc
New York
$51.6M -$365K -4,000 -0.8%
SC
24
Shellback Capital
Massachusetts
$51.3M -$3.51M -38,413 -8%
Norges Bank
25
Norges Bank
Norway
$46.6M -$20.7K -227 -0.1%