undamentalytics Newsletter

Enersys: which funds bought and sold

Institutions that bought and sold Enersys shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 299 institutions that filed 13F reports for both quarters added to or opened positions in Enersys, and 235 cut or closed them. Together they added a net 716K shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 677K shares (+8.3%); index fund managers were net buyers of 299K shares (+2.3%). 96 opened a new position and 47 sold out entirely.

Bought, Q2 2026 299 institutions, 96 of them new holders Sold, Q2 2026 235 institutions, 47 of them sold out
Net change, all compared +716K shares (+2.0%)
Net change, active managers +677K shares (+8.3%), 27 bought, 40 sold

Buyers versus sellers

institutions compared, 586
Active managers and hedge funds 27 bought · 40 sold · +677K
Index fund managers 5 bought · 6 sold · +299K
Other institutions 267 bought · 189 sold · −260K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +828K +722.5% 942K $220M
Capital Research Global Investors Active manager +206K New position 206K $48.1M
Jane Street Group, LLC +167K +134.4% 291K $68M
Geode Capital Management, LLC Index funds +155K +16.1% 1.1M $261M
Blackrock, Inc. Index funds +148K +2.9% 5.2M $1.2B
Nuveen, LLC +146K +61.3% 384K $89.8M
American Century Companies Inc Active manager +130K +42.4% 435K $102M
Wellington Management Group LLP Active manager +98K New position 98K $22.9M
FMR LLC Active manager +92K +36.2% 348K $81.3M
Riposte Capital LLC +80K New position 80K $18.7M
Millennium Management LLC Hedge fund +64K +42.2% 216K $50.4M
Healthcare Of Ontario Pension Plan Trust Fund +64K +174.4% 100K $23.5M
Jupiter Asset Management Ltd Active manager +54K +26.6% 258K $60.3M
Ceredex Value Advisors LLC +52K New position 52K $12.2M
Acadian Asset Management LLC Active manager +51K New position 51K $11.8M
Invesco Ltd. +49K +4.2% 1.2M $282M
Neuberger Berman Group LLC Active manager +45K +558.6% 53K $12.4M
Renaissance Technologies LLC Hedge fund +44K +74.7% 104K $24.3M
State Street Corp Index funds +44K +3.0% 1.5M $355M
Bridgewater Associates, LP Hedge fund +36K +188.2% 56K $13M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dimensional Fund Advisors LP −278K −18.4% 1.2M $288M
T. Rowe Price Investment Management, Inc. Active manager −254K −46.3% 295K $68.9M
Bank Of America Corp −97K −21.2% 362K $84.7M
LSV Asset Management Active manager −88K −12.2% 632K $148M
Energy Income Partners, LLC −83K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −83K −69.6% 36K $8.5M
Citadel Advisors LLC Hedge fund −67K −88.3% 8,943 $2.1M
Royal Bank Of Canada −67K −40.8% 98K $22.8M
Barclays PLC −67K −49.4% 68K $15.9M
Boston Partners Active manager −61K −12.0% 450K $104M
First Trust Advisors LP −60K −6.8% 827K $193M
Segall Bryant & Hamill, LLC Active manager −59K −26.8% 160K $37.5M
Arrowstreet Capital, Limited Partnership Hedge fund −58K −16.7% 287K $67.2M
Jpmorgan Chase & Co −57K −16.3% 293K $65.9M
Algert Global LLC Hedge fund −54K −24.0% 171K $40M
Focus Partners Wealth −54K −65.5% 29K $6.6M
Danske Bank A/S −52K −50.5% 51K $11.9M
New South Capital Management Inc −51K −6.6% 734K $172M
SG Americas Securities, LLC −49K −88.2% 6,636 $1.6M
Earnest Partners LLC Active manager −49K −5.1% 897K $210M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital Research Global InvestorsActive manager 206K $48.1M
Wellington Management Group LLPActive manager 98K $22.9M
Riposte Capital LLC 80K $18.7M
Ceredex Value Advisors LLC 52K $12.2M
Acadian Asset Management LLCActive manager 51K $11.8M
Moody Aldrich Partners LLC 24K $5.6M
Hodges Capital Management Inc. 21K $4.8M
Mackenzie Financial Corp 20K $4.6M
Arlington Capital Management, Inc. 19K $4.3M
Janney Montgomery Scott LLC 18K $4.3M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
548
Ten largest holders
46.3%
of 13F-reported shares
Index fund managers
36.0%
of 13F-reported shares
Active managers and hedge funds
24.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 40 5 8 +677K +8.3%
Index fund managers 5 6 0 0 +299K +2.3%
Other institutions 267 189 91 39 −260K −1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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