EnerSys
356 hedge funds and large institutions have $3.88B invested in EnerSys in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 129 reducing their positions, and 34 closing their positions.
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
8% more funds holding
Funds holding: 331 → 356 (+25)
7% more capital invested
Capital invested by funds: $3.64B → $3.88B (+$247M)
1.63% more ownership
Funds ownership: 93.59% → 95.22% (+1.6%)
18% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 129
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
75% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $5.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.5M |
| 2 |
Morgan Stanley
New York
|
+$27.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$19.7M |
| 4 |
Millennium Management
New York
|
+$16.4M |
| 5 |
Amundi
Paris,
France
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.7M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$35.3M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$15.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.1M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$12M |
ENS Hedge Fund Activity: Q4 2023 in Review
356 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2023, worth a combined $3.88B — up 6.8% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new ENS positions and 34 closed out — a net gain of 30 holders — while 106 added to existing stakes and 129 trimmed.
The largest buyer was BlackRock, adding an estimated $29.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $39.7M sold.
- 356 institutional investors held EnerSys (ENS) as of Q4 2023, up from 331 in Q3 2023.
- Funds reported $3.88B of EnerSys stock for Q4 2023, up 6.8% quarter-over-quarter.
- 64 funds opened new EnerSys positions in Q4 2023 and 34 closed out, a net change of +30 holders.
- The largest EnerSys buyer in Q4 2023 was BlackRock, an estimated $29.5M added.
- The largest EnerSys seller in Q4 2023 was Lord, Abbett & Co, an estimated $39.7M sold.
Based on aggregated 13F filings for Q4 2023.