We are live on ! Find out more

370 hedge funds and large institutions have $3.58B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 356370 (+14)

2.48% less ownership

Funds ownership: 96.56%94.08% (-2.5%)

9% less capital invested

Capital invested by funds: $3.94B → $3.58B (-$354M)

20% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.13M

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

Holders
370
Holders Change
+14
Holders Change %
+3.93%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
116
Reduced
153
Closed
32
Calls
$2.49M
Puts
$3.13M
Net Calls
-$634K
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$503M -$12.4M -131,793 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M +$5.64M +60,021 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$147M +$2.73M +29,031 +2%
State Street
4
State Street
Massachusetts
$136M +$2.77M +29,459 +2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$123M +$1.37M +14,531 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$108M -$2.59M -27,589 -2%
Invesco
7
Invesco
Georgia
$94.8M +$9.38M +99,734 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$85.6M +$2.43M +25,850 +3%
Principal Financial Group
9
Principal Financial Group
Iowa
$84.5M +$3.08M +32,730 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$74.2M -$4.06M -43,242 -5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$73.2M -$3.98M -42,364 -5%
AAM
12
ACK Asset Management
Connecticut
$67.5M +$13.4M +142,500 +25%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$64.8M +$133K +1,417 +0.2%
HCC
14
Hill City Capital
Massachusetts
$62.1M
Boston Partners
15
Boston Partners
Massachusetts
$61.4M -$1.08M -11,469 -2%
Charles Schwab
16
Charles Schwab
California
$53.9M +$1.01M +10,790 +2%
NSCM
17
New South Capital Management
Tennessee
$53.9M -$2.47M -26,252 -4%
Bank of America
18
Bank of America
North Carolina
$53.6M +$7.11M +75,628 +15%
Northern Trust
19
Northern Trust
Illinois
$53.5M -$6.47M -68,778 -11%
Norges Bank
20
Norges Bank
Norway
$53.1M +$9.37M +99,628 +22%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$52.3M -$199K -2,117 -0.4%
SBH
22
Segall Bryant & Hamill
Illinois
$50M +$2.42M +25,796 +5%
PCMI
23
Paradigm Capital Management Inc
New York
$39M -$4.47M -47,600 -10%
Millennium Management
24
Millennium Management
New York
$38.1M -$3.23M -34,354 -8%
SCM
25
Scopia Capital Management
New York
$36.2M -$217K -2,309 -0.6%