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364 hedge funds and large institutions have $3.83B invested in EnerSys in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.74M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 361364 (+3)

0.66% less ownership

Funds ownership: 93.93%93.27% (-0.66%)

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$80.5M)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
364
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
45
Increased
111
Reduced
140
Closed
41
Calls
$2.43M
Puts
$1.74M
Net Calls
+$694K
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$546M +$8.8M +87,262 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$467M +$18.5M +183,436 +4%
State Street
3
State Street
Massachusetts
$151M +$1.36M +13,524 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$149M -$4.69M -46,500 -3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$134M +$141K +1,399 +0.1%
Invesco
6
Invesco
Georgia
$129M +$6.04M +59,892 +5%
EARNEST Partners
7
EARNEST Partners
Georgia
$116M -$3.68M -36,513 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$96.6M +$1.15M +11,384 +1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$92.5M +$26.2M +259,831 +40%
AQR Capital Management
10
AQR Capital Management
Connecticut
$78.2M -$14M -138,760 -15%
Principal Financial Group
11
Principal Financial Group
Iowa
$76.8M -$11.8M -117,406 -13%
AAM
12
ACK Asset Management
Connecticut
$73M
HCC
13
Hill City Capital
Massachusetts
$67.1M
Bank of America
14
Bank of America
North Carolina
$62.1M -$834K -8,273 -1%
Charles Schwab
15
Charles Schwab
California
$60.7M +$942K +9,337 +2%
Norges Bank
16
Norges Bank
Norway
$59.9M +$10.2M +101,487 +21%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$59.8M -$5.06M -50,130 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.7M -$12.8M -126,739 -18%
Boston Partners
19
Boston Partners
Massachusetts
$58.6M -$5.25M -52,061 -8%
Northern Trust
20
Northern Trust
Illinois
$58.3M -$2.46M -24,370 -4%
NSCM
21
New South Capital Management
Tennessee
$56.4M -$857K -8,495 -2%
American Century Companies
22
American Century Companies
Missouri
$48.2M +$21M +208,526 +79%
PCMI
23
Paradigm Capital Management Inc
New York
$47.2M +$5.05M +50,100 +12%
Fisher Asset Management
24
Fisher Asset Management
Washington
$43.4M +$3.45M +34,173 +9%
Morgan Stanley
25
Morgan Stanley
New York
$40.2M +$8.19M +81,183 +26%