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361 hedge funds and large institutions have $3.91B invested in EnerSys in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $3.58B → $3.91B (+$326M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.15% less ownership

Funds ownership: 94.08%93.93% (-0.15%)

2% less funds holding

Funds holding: 370361 (-9)

13% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 47

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 139

81% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $18.1M

Holders
361
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
5.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
41
Increased
119
Reduced
139
Closed
47
Calls
$3.49M
Puts
$18.1M
Net Calls
-$14.6M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$544M -$6.15M -62,679 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$455M -$315K -3,214 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$156M -$4.49M -45,804 -3%
State Street
4
State Street
Massachusetts
$151M +$2.13M +21,728 +2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$135M +$106K +1,077 +0.1%
Invesco
6
Invesco
Georgia
$125M +$19.6M +199,781 +20%
EARNEST Partners
7
EARNEST Partners
Georgia
$121M +$2.15M +21,903 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$96.8M +$2.84M +28,898 +3%
AQR Capital Management
9
AQR Capital Management
Connecticut
$94M +$13.1M +133,211 +17%
Principal Financial Group
10
Principal Financial Group
Iowa
$90.1M -$2.38M -24,224 -3%
AAM
11
ACK Asset Management
Connecticut
$74M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$72.6M -$8.22M -83,768 -11%
HCC
13
Hill City Capital
Massachusetts
$68.1M
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$66.9M +$9.07M +92,398 +17%
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$66M +$62.5M +637,152 New
Boston Partners
16
Boston Partners
Massachusetts
$65M -$2.46M -25,058 -4%
Bank of America
17
Bank of America
North Carolina
$63.9M +$4.88M +49,690 +9%
Northern Trust
18
Northern Trust
Illinois
$61.7M +$2.85M +29,060 +5%
Charles Schwab
19
Charles Schwab
California
$60.6M +$1.37M +13,913 +2%
NSCM
20
New South Capital Management
Tennessee
$58.1M -$889K -9,065 -2%
Norges Bank
21
Norges Bank
Norway
$50.2M -$7.59M -77,312 -14%
PCMI
22
Paradigm Capital Management Inc
New York
$42.7M
Fisher Asset Management
23
Fisher Asset Management
Washington
$40.5M +$6.45M +65,729 +20%
SBH
24
Segall Bryant & Hamill
Illinois
$38.4M -$15.5M -158,397 -30%
Goldman Sachs
25
Goldman Sachs
New York
$36.8M +$19.4M +198,224 +126%