ENS
EnerSys · Industrials · Electrical Equipment & Parts
Données momentum (gérants comparables) :
étendue des détenteurs -6.7% ·
flux d'actions -5.1% ·
nouvelles positions nettes -7.1%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.70M | — | $403.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 4.64M | — | $397.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 4.64M | — | $397.69M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 4.64M | — | $397.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 4.64M | — | $397.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 4.64M | — | $397.69M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 1.52M | -0.2% | $130.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 989.02K | +2.4% | $84.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 989.02K | +2.4% | $84.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 500.54K | +8.2% | $42.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 500.54K | +8.2% | $42.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 500.54K | +8.2% | $42.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 500.54K | +8.2% | $42.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Norges Bank ✦ (passif) | 445.72K | -17.8% | $38.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 382.32K | -10.6% | $32.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 218.98K | — | $18.78M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 218.98K | — | $18.78M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 218.98K | — | $18.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Millennium Management ✦ | 155.60K | -74.8% | $13.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 74.44K | +9.4% | $6.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 74.44K | +9.4% | $6.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 53.90K | Nouveau | $4.62M | 0.0% | New | 1 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 51.99K | -73.0% | $4.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 51.99K | -73.0% | $4.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 39.47K | -73.9% | $3.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Point72 Asset Management ✦ | 12.96K | +24.1% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Arrowstreet Capital | $4.62M | 0.0% |
Sorti(e)
| Renaissance Technologies | $769,272 | était 0.0% |
| Marshall Wace | $264,026 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 490 détenteurs, 35.23M actions, $5.73B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.