EnerSys

ENS • NYSE

EnerSys is a electrical equipment & parts company in the industrials sector on NYSE, led by Shawn M. O'Connell, with a market cap of $5.4B. As of Q3 2025, 95% of shares are held by 363 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.01%.

CEOShawn M. O'Connell

Market Cap$5.4B

Electrical Equipment & Parts

Industrials

Employees10.8K

Websiteenersys.com

Country

United States of America

Overview

Overview of institutional ownership in ENS as of Q3 2025 with a market cap of $4.2B

All Institutions

Institutions: 363
Value Held: $4.0B
Shares Held: 35.5M
Avg Position: $11.0M
Median Position: $798.1K

Hedge Funds

Hedge Funds: 27
Value Held: $355.6M
Shares Held: 3.2M
Avg Position: $13.2M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

86.32%

$3.7B

Hedge Funds

8.4%

$355.6M

Retail & Other

5.28%

$223.5M

Based on market cap of $4.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ENS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$508.3M 0.01% of portfolio	12.01% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$507.9M 0.01% of portfolio	12.00% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$180.3M 0.04% of portfolio	4.26% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$166.5M 0.01% of portfolio	3.93% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$130.9M 0.02% of portfolio	3.09% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	$117.8M 2.34% of portfolio	2.78% 1.0M shares	Q1 2022 Held for 3y 8m	$5.0B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$117.1M 0.51% of portfolio	2.77% 1.0M shares	Q4 2013 Held for 11y 11m	$23.1B
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$109.0M 0.08% of portfolio	2.58% 965.0K shares	≤ Q2 2013 Held for 12y 5m+	$134.11B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$108.7M 0.01% of portfolio	2.57% 961.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	David Stephen Morrow President	$96.9M 4.42% of portfolio	2.29% 857.6K shares	Q3 2019 Held for 6y 2m	$2.2B

Net Capital Flow

Institutional buying and selling activity for ENS in Q3 2025

Traded: +$41.2M
Buyers: 177
Sellers: 176
Total Bought: +$325.7M
Total Sold: −$284.5M
Avg Position: $10.0M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$45.3M +401.2K shares	$62.9M 556.8K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$27.2M +241.0K shares	$35.2M 311.3K shares
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	+$17.9M +158.3K shares	$96.9M 857.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$17.0M +151.6K shares	$73.0M 652.1K shares
S SCOPIA CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	+$14.9M +132.0K shares	$41.9M 370.7K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	+$14.3M +126.7K shares	$14.8M 130.9K shares
Tributary Capital Management, LLC Long Only Manager	+$14.0M +124.4K shares	$29.5M 261.2K shares
UBS Group AG Institution	+$12.1M +107.0K shares	$31.2M 276.0K shares
L LSV ASSET MANAGEMENT Long Only Manager	+$10.8M +95.5K shares	$15.9M 141.0K shares
Brandywine Global Investment Management, LLC Long Only Manager	+$10.7M +95.1K shares	$10.7M 95.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
O Ophir Asset Management Pty Ltd Long Only Manager	−$28.7M −309.9K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$23.6M −208.5K shares	$507.9M 4.5M shares
A Allianz Asset Management AG Institution	−$22.4M −198.0K shares	$26.0M 230.4K shares
VANGUARD GROUP INC Institution	−$15.5M −137.3K shares	$508.3M 4.5M shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$10.0M −88.5K shares	$4.5M 39.5K shares
C Cubist Systematic Strategies, LLC Institution	−$9.9M −115.2K shares	Sold Off 0 shares
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	−$8.9M −103.9K shares	Sold Off 0 shares
PRUDENTIAL FINANCIAL INC Institution	−$8.7M −77.0K shares	$3.5M 31.2K shares
N Nuveen, LLC Institution	−$8.2M −72.5K shares	$28.4M 251.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$8.1M −71.6K shares	$18.8M 166.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ENS in Q3 2025

New Positions: 24
New Value: $4.9M
Exited Positions: 39
Exited Value: $71.0M

New Positions

Institution	Position Value
Cardinal Capital Management RIA/Wealth	$1.3M 11.6K shares
C Colony Group, LLC Institution	$359.5K 3.4K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$352.7K 3.1K shares
Verity Asset Management, Inc. RIA/Wealth	$321.4K 2.8K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$313.6K 2.8K shares
Brucke Financial, Inc. RIA/Wealth	$313.0K 2.5K shares
Q Quantessence Capital LLC Hedge Fund•Quant	$307.1K 2.7K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$289.3K 2.6K shares
Buckingham Strategic Partners RIA/Wealth	$254.5K 2.0K shares
Forum Financial Management, LP RIA/Wealth	$234.8K 2.1K shares

Exited Positions

Institution	Previous Position
O Ophir Asset Management Pty Ltd Long Only Manager	$28.7M 309.9K shares
C Cubist Systematic Strategies, LLC Institution	$9.9M 115.2K shares
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	$8.9M 103.9K shares
A AXA Institution	$4.1M 47.9K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.0M 34.4K shares
Quantbot Technologies LLC Hedge Fund•Quant	$2.2M 25.4K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$2.1M 24.6K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$1.3M 15.1K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$1.1M 13.0K shares
N NOMURA HOLDINGS INC Institution	$1.0M 11.9K shares

Options Activity

Institutions with the largest Call and Put options positions in ENS as of Q3 2025

Call Positions: 7
Call Value: $8.0M
Put Positions: 3
Put Value: $1.2M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$2.8M 247.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.5M 220.0 contracts
J JANE STREET GROUP, LLC Institution	$1.5M 131.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$553.5K 49.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$384.1K 34.0 contracts
W WOLVERINE TRADING, LLC Institution	$255.6K 23.0 contracts
Walleye Trading LLC RIA/Wealth	$67.8K 6.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$530.9K 47.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$508.3K 45.0 contracts
Walleye Trading LLC RIA/Wealth	$113.0K 10.0 contracts

Most Committed Institutions

Institutions with ENS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ACK Asset Management LLC Hedge Fund•Long/Short	John Henry Reilly Managing Partner	7.86% $66.0M	1.56% 584.3K shares	Q1 2018 Held for 7y 8m	$839.5M
S SCOPIA CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	Jeremy Hendrik Mindich Founder	5.74% $41.9M	0.99% 370.7K shares	Q3 2021 Held for 4y 2m	$729.9M
NEW SOUTH CAPITAL MANAGEMENT INC Long Only Manager	David Stephen Morrow President	4.42% $96.9M	2.29% 857.6K shares	Q3 2019 Held for 6y 2m	$2.2B
L Lightrock Netherlands B.V. Institution	-	3.33% $12.7M	0.35% 132.4K shares	Q4 2024 Held for 11 months	$382.4M
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	2.34% $117.8M	2.78% 1.0M shares	Q1 2022 Held for 3y 8m	$5.0B
PARADIGM CAPITAL MANAGEMENT INC/NY Long Only Manager	Candace King Weir CEO	2.28% $52.6M	1.24% 465.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
Carmel Capital Management L.L.C. RIA/Wealth	West David Whittaker CCO	2.28% $7.5M	0.18% 66.3K shares	Q4 2021 Held for 3y 11m	$329.0M
H Hill City Capital, LP Hedge Fund•Value	Herbert Anselem Frazier CIO	2.16% $52.8M	1.25% 467.5K shares	Q4 2020 Held for 4y 11m	$2.4B
Lumbard Investment Counseling, LLC RIA/Wealth	John Ashmore Lumbard Manager	1.85% $5.0M	0.12% 44.5K shares	Q2 2025 Held for 5 months	$271.9M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	1.40% $29.5M	0.70% 261.2K shares	Q1 2020 Held for 5y 8m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in ENS

Entropy Technologies, LP

Hedge Fund • Quant Macro

Portfolio ManagerArjun Rajan Modi

Portfolio Value: $1.3B
Positions: 787
Last Reported: Q3 2025

Sector Allocation

Position in EnerSys

Market Value: $813.1K
Shares Held: 7.2K
Portfolio Weight: 0.06%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Micron Technology MU	Semiconductors Technology	$13.2M	0.98%
2 Chevron CVX	Oil & Gas Integrated Energy	$13.0M	0.97%
3 Visa V	Financial - Credit Services Financial Services	$13.0M	0.97%