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434 hedge funds and large institutions have $5.33B invested in EnerSys in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 133 increasing their positions, 151 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $33M | Put options by funds: $4.48M

197% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $4.02B → $5.33B (+$1.31B)

16% more funds holding

Funds holding: 374434 (+60)

3.4% more ownership

Funds ownership: 95.14%98.55% (+3.4%)

12% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 151

Holders
434
Holders Change
+60
Holders Change %
+16.04%
% of All Funds
5.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
101
Increased
133
Reduced
151
Closed
34
Calls
$33M
Puts
$4.48M
Net Calls
+$28.5M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$753M +$84.5M +632,398 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$633M -$25M -187,564 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$239M +$4.11M +30,760 +2%
State Street
4
State Street
Massachusetts
$215M -$1.3M -9,772 -0.7%
EARNEST Partners
5
EARNEST Partners
Georgia
$144M -$7.46M -55,885 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$139M -$2.27M -16,967 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$132M -$8.64M -64,722 -7%
NSCM
8
New South Capital Management
Tennessee
$124M -$1.27M -9,486 -1%
Invesco
9
Invesco
Georgia
$116M -$49.6M -371,048 -32%
Boston Partners
10
Boston Partners
Massachusetts
$94.2M -$6.13M -45,937 -7%
LSV Asset Management
11
LSV Asset Management
Illinois
$82.5M +$56.3M +421,338 +299%
Charles Schwab
12
Charles Schwab
California
$82.3M -$4.11M -30,787 -5%
AQR Capital Management
13
AQR Capital Management
Connecticut
$82M -$12.5M -93,232 -14%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$81.3M -$65.3M -489,082 -47%
Norges Bank
15
Norges Bank
Norway
$78.6M +$71.5M +535,600 New
Principal Financial Group
16
Principal Financial Group
Iowa
$73.4M +$1.4M +10,486 +2%
Northern Trust
17
Northern Trust
Illinois
$72.5M -$6.03M -45,119 -8%
HCC
18
Hill City Capital
Massachusetts
$68.6M
PCMI
19
Paradigm Capital Management Inc
New York
$68.4M
Bank of America
20
Bank of America
North Carolina
$63.1M -$279K -2,092 -0.5%
UBS Group
21
UBS Group
Switzerland
$59.6M +$17.4M +130,162 +47%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$57.6M +$40.6M +304,018 +343%
SBH
23
Segall Bryant & Hamill
Illinois
$53.3M -$16.1M -120,400 -25%
Allianz Asset Management
24
Allianz Asset Management
Germany
$50.2M +$14.9M +111,666 +48%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$50M -$6.08M -45,521 -12%