ENS
EnerSys · Industrials · Electrical Equipment & Parts
Señales de momentum (gestores comparables):
amplitud de titulares +9.1% ·
flujo de acciones -9.4% ·
nuevas posiciones netas +8.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 135 | +3 | 26.44M | $6.16B | +9 | −5 |
| Q1 2026 | 134 | +7 | 24.95M | $4.33B | +14 | −8 |
| Q4 2025 | 126 | 0 | 27.39M | $4.02B | +3 | −2 |
| Q3 2025 | 18 | +2 | 14.91M | $1.68B | +3 | −2 |
| Q2 2025 | 14 | -1 | 13.79M | $1.18B | +1 | −2 |
| Q1 2025 | 12 | 0 | 4.98M | $455.70M | +1 | −1 |
| Q4 2024 | 12 | -1 | 4.73M | $437.45M | +1 | −2 |
| Q3 2024 | 12 | +1 | 2.99M | $304.80M | +2 | −1 |
| Q2 2024 | 11 | — | 3.30M | $341.55M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 946.26K | +1.2% | $96.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 946.26K | +1.2% | $96.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 769.49K | -15.3% | $78.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 769.49K | -15.3% | $78.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 769.49K | -15.3% | $78.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 586.82K | +20.9% | $59.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 425.29K | +8.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 109.36K | -42.6% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 109.36K | -42.6% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 52.07K | +12.8% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 52.07K | +12.8% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 45.72K | -33.6% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 45.72K | -33.6% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 27.40K | -75.2% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 11.53K | Nuevo | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 11.53K | Nuevo | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 17 | Millennium Management ✦ | 10.54K | -90.1% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 4.41K | -66.8% | $450,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 1.22K | Nuevo | $124,850 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $1.18M | 0.0% |
| Marshall Wace | $1.18M | 0.0% |
| Point72 Asset Management | $124,850 | 0.0% |
Posición cerrada
| Arrowstreet Capital | $4.55M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 490 tenedores, 35.23M acciones, $5.73B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.