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331 hedge funds and large institutions have $3.64B invested in EnerSys in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $4.51M

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

1% more funds holding

Funds holding: 327331 (+4)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

0.49% more ownership

Funds ownership: 93.1%93.59% (+0.49%)

12% less capital invested

Capital invested by funds: $4.13B → $3.64B (-$488M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
331
Holders Change
+4
Holders Change %
+1.22%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
51
Increased
118
Reduced
115
Closed
45
Calls
$6.53M
Puts
$4.51M
Net Calls
+$2.03M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$486M +$26.3M +256,286 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$411M +$6.37M +62,146 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M -$12.9M -125,369 -7%
State Street
4
State Street
Massachusetts
$132M -$334K -3,260 -0.2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$122M -$2.48M -24,194 -2%
EARNEST Partners
6
EARNEST Partners
Georgia
$117M -$2.49M -24,262 -2%
Principal Financial Group
7
Principal Financial Group
Iowa
$81.8M -$3.58M -34,894 -4%
Invesco
8
Invesco
Georgia
$80.7M +$23.2M +226,630 +36%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$80M +$3.55M +34,621 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$76.2M +$1.46M +14,253 +2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$69M -$4.95M -48,324 -6%
Boston Partners
12
Boston Partners
Massachusetts
$66.3M +$36.9M +359,527 +104%
NSCM
13
New South Capital Management
Tennessee
$64.7M -$738K -7,197 -1%
HCC
14
Hill City Capital
Massachusetts
$62.2M +$5.13M +50,000 +8%
SBH
15
Segall Bryant & Hamill
Illinois
$60M -$1.35M -13,140 -2%
Northern Trust
16
Northern Trust
Illinois
$59.4M -$872K -8,500 -1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$57.1M +$34.8M +339,141 +128%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$55.6M -$5.19M -50,620 -8%
AAM
19
ACK Asset Management
Connecticut
$54.2M
FCM
20
Frontier Capital Management
Massachusetts
$53.3M -$10.9M -105,985 -16%
Charles Schwab
21
Charles Schwab
California
$52.4M -$360K -3,513 -0.6%
PCMI
22
Paradigm Capital Management Inc
New York
$45M -$41K -400 -0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$44.6M -$1.13M -11,066 -2%
Bank of America
24
Bank of America
North Carolina
$43.7M +$5.71M +55,676 +14%
Norges Bank
25
Norges Bank
Norway
$41.6M +$1.03M +10,002 +2%