Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERSYS (ENS)

423 + Investors. Track Smart Money conviction in ENS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — ENS

Based on 432 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ENS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
432 hedge funds hold ENS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

239 buying190 selling
Last quarter: 239 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+60 vs last Q)

new funds entering per quarter
Funds opening a new ENS position: 64 → 41 → 48 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 20% new
260 out of 432 hedge funds have held ENS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +3% — price-driven

Value
+32%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

48 → 64 → 41 → 48 → 108 new funds/Q
New funds entering each quarter: 64 → 41 → 48 → 108. A growing number of institutions are discovering ENS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Of 446 current holders: 294 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
61 of 432 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ENS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ENS

In 2025 Q4, 239 hedge funds were net buyers of ENS (108 opened a new position, 131 added to an existing one), while 190 reduced or exited (148 trimmed, 42 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in ENS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +66 funds (more new holders than closures). Total institutional holders: 432.

Hedge Fund Ownership: ENS

How many hedge funds hold ENS — quarterly history vs. share price
Quarterly hedge fund ownership of ENS vs. share price

Market Analysis: ENS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ENS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

61 top-rated funds 4 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: ENS
2026 Q1 Stats Unlock in 1 days 423 + Investors

Track Smart Money conviction in ENS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 423 352 20.17%
13F Shares 36M 35M 2.96%
Total Value $5.25B $3.96B 32.42%
New Positions 110 47 +63
Increased Positions 144 134 +10
Closed Positions 40 47 -7
Reduced Positions 144 141 +3
Total Calls 9 7 28.57%
Total Puts 7 3 133.33%
PUT/CALL Ratio 0.78 0.43 Neutral

Statistics: ENS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

423 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ENS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ENS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NEW SOUTH CAPITAL MANAGEMENT INC 6.54% 785,161 $136.4M
2 Carmel Capital Management L.L.C. 3.66% 73,665 $12.8M
3 SCOPIA CAPITAL MANAGEMENT LP 3.57% 29,956 $5.2M
4 Lightrock Netherlands B.V. 3.20% 154,606 $15.0M
5 PARADIGM CAPITAL MANAGEMENT INC/NY 2.94% 441,900 $76.8M
6 Lumbard & Kellner, LLC 2.66% 44,177 $7.7M
7 Tributary Capital Management, LLC 1.70% 100,854 $17.5M
8 GLOBEFLEX CAPITAL L P 1.49% 56,710 $9.9M
9 Silver Lake Advisory, LLC 1.35% 19,589 $3.4M
10 Hill City Capital, LP 1.18% 190,000 $33.0M
11 Skylands Capital, LLC 1.17% 51,200 $8.9M
12 KENNEDY CAPITAL MANAGEMENT LLC 0.74% 201,401 $35.0M
13 Bright Futures Wealth Management, LLC. 0.74% 6,185 $1.1M
14 EARNEST PARTNERS LLC 0.68% 945,565 $164.3M
15 ALGERT GLOBAL LLC 0.59% 225,306 $39K
16 SEGALL BRYANT & HAMILL, LLC 0.58% 221,040 $35.9M
17 ABLE Financial Group, LLC 0.52% 15,382 $2.7M
18 MIROVA 0.48% 67,438 $11.7M
19 FLORIDA FINANCIAL ADVISORS, LLC 0.46% 11,079 $1.9M
20 denkapparat Operations GmbH 0.44% 6,086 $1.1M
21 Ridge Creek Global, Inc 0.42% 2,830 $492K
22 Informed Momentum Co LLC 0.39% 19,532 $3.4M
23 Convergence Investment Partners, LLC 0.39% 13,546 $2.4M
24 Canal Insurance CO 0.37% 10,000 $2K
25 Spectrum Strategic Capital Management, LLC 0.36% 3,872 $673K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENERSYS (ENS)

What does the Smart Money Trend signal show for ENS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ENS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ENS?

Slight buying edge — 56% buying: Last quarter: 239 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ENS holders?

Elite ownership — 53% AUM from top-100 funds: 61 of 432 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ENS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ENS?

60% of holders stayed for 2+ years: 260 out of 432 hedge funds have held ENS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.