EnerSys
331 hedge funds and large institutions have $3.64B invested in EnerSys in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 45 closing their positions.
45% more call options, than puts
Call options by funds: $6.53M | Put options by funds: $4.51M
16% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 45
2% more funds holding
Funds holding: 326 → 331 (+5)
3% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 114
0.68% more ownership
Funds ownership: 92.91% → 93.59% (+0.68%)
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: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$36.9M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.8M |
| 3 |
BlackRock
New York
|
+$26.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$23.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$51.3M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$46.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18.4M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$17.9M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.6M |
ENS Hedge Fund Activity: Q3 2023 in Review
331 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2023, worth a combined $3.64B — down 12% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ENS positions and 45 closed out — a net gain of 7 holders — while 117 added to existing stakes and 114 trimmed.
The largest buyer was Boston Partners, adding an estimated $36.9M. The largest seller was Shellback Capital, exiting entirely with an estimated $51.3M sold.
- 331 institutional investors held EnerSys (ENS) as of Q3 2023, up from 326 in Q2 2023.
- Funds reported $3.64B of EnerSys stock for Q3 2023, down 12% quarter-over-quarter.
- 52 funds opened new EnerSys positions in Q3 2023 and 45 closed out, a net change of +7 holders.
- The largest EnerSys buyer in Q3 2023 was Boston Partners, an estimated $36.9M added.
- The largest EnerSys seller in Q3 2023 was Shellback Capital, an estimated $51.3M sold.
Based on aggregated 13F filings for Q3 2023.