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363 hedge funds and large institutions have $3.46B invested in EnerSys in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $416K

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0.66% more ownership

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

0% less funds holding

Funds holding: 364363 (-1)

10% less capital invested

Capital invested by funds: $3.83B → $3.46B (-$372M)

12% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 140

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
363
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
123
Reduced
140
Closed
43
Calls
$1.19M
Puts
$416K
Net Calls
+$776K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$472M -$23M -236,660 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$431M +$8.83M +90,670 +2%
State Street
3
State Street
Massachusetts
$142M +$5.63M +57,837 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$137M +$1.28M +13,104 +0.9%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$122M +$1.34M +13,786 +1%
Invesco
6
Invesco
Georgia
$115M -$1.34M -13,810 -1%
EARNEST Partners
7
EARNEST Partners
Georgia
$104M -$905K -9,292 -0.8%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$95M +$11.9M +121,758 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87M -$534K -5,484 -0.6%
Boston Partners
10
Boston Partners
Massachusetts
$78.8M +$26.4M +270,726 +47%
Principal Financial Group
11
Principal Financial Group
Iowa
$64.4M -$5.51M -56,617 -8%
AAM
12
ACK Asset Management
Connecticut
$62M -$4.28M -43,976 -6%
Charles Schwab
13
Charles Schwab
California
$56.3M +$1.47M +15,133 +3%
Northern Trust
14
Northern Trust
Illinois
$56.1M +$3.47M +35,667 +6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$52.9M -$19.2M -196,817 -26%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$50M -$4.58M -47,001 -8%
NSCM
17
New South Capital Management
Tennessee
$49.4M -$1.82M -18,745 -3%
Norges Bank
18
Norges Bank
Norway
$49.2M -$5.28M -54,286 -9%
Bank of America
19
Bank of America
North Carolina
$48.6M -$8.07M -82,857 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$46.8M -$6.64M -68,164 -12%
PCMI
21
Paradigm Capital Management Inc
New York
$44.2M +$1.51M +15,472 +3%
American Century Companies
22
American Century Companies
Missouri
$39.7M -$4.25M -43,705 -9%
Millennium Management
23
Millennium Management
New York
$38.3M +$39.3M +404,204 +3,833%
SBH
24
Segall Bryant & Hamill
Illinois
$38.1M +$8.02M +82,363 +25%
Fisher Asset Management
25
Fisher Asset Management
Washington
$36.4M -$3.02M -31,005 -7%