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Enphase Energy

120 hedge funds and large institutions have $497M invested in Enphase Energy in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $4.13M

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

127% more capital invested

Capital invested by funds: $219M → $497M (+$278M)

25% more funds holding

Funds holding: 96120 (+24)

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

6.11% more ownership

Funds ownership: 43.47%49.58% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
120
Holders Change
+24
Holders Change %
+25%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
35
Reduced
29
Closed
16
Calls
$12.8M
Puts
$4.13M
Net Calls
+$8.7M
Net Calls Change
+$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OWIM
26
Old West Investment Management
California
$2.76M -$3.91M -514,762 -63%
First Trust Advisors
27
First Trust Advisors
Illinois
$2.73M -$39.9K -5,245 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$2.52M +$237K +31,201 +13%
GIM
29
Granahan Investment Management
Massachusetts
$2.44M +$1.55M +203,942 +338%
AQR Capital Management
30
AQR Capital Management
Connecticut
$2.43M -$982K -129,122 -33%
Renaissance Technologies
31
Renaissance Technologies
New York
$2.4M +$1.98M +260,528 New
USAA
32
United Services Automobile Association
Texas
$2.23M +$1.32M +173,620 +257%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.07M +$947K +124,503 +125%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.91M +$290K +38,140 +23%
Charles Schwab
35
Charles Schwab
California
$1.84M +$81.7K +10,741 +6%
EGI
36
EAM Global Investors
California
$1.81M +$1.49M +195,688 New
TA
37
Teachers Advisors
New York
$1.65M
TCIM
38
TIAA CREF Investment Management
New York
$1.47M -$72.1K -9,477 -6%
PPA
39
Parametric Portfolio Associates
Washington
$1.43M +$936K +123,086 +388%
CS
40
Credit Suisse
Switzerland
$1.43M +$834K +109,652 +244%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.28M -$32.7K -4,294 -3%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$31.8K -4,180 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.17M +$8K +1,052 +0.8%
DAM
44
Doheny Asset Management
California
$1.14M +$118K +15,488 +14%
Goldman Sachs
45
Goldman Sachs
New York
$1.02M -$54.4K -7,151 -6%
CM
46
CoreCommodity Management
Connecticut
$1.02M +$652K +85,757 +352%
UBS Group
47
UBS Group
Switzerland
$898K -$20.5K -2,697 -3%
RAM
48
Redmond Asset Management
Virginia
$861K +$710K +93,307 New
Squarepoint
49
Squarepoint
New York
$800K +$659K +86,633 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$790K -$126K -16,600 -16%

ENPH Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2019, worth a combined $497M — up 127% from $219M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ENPH positions and 16 closed out — a net gain of 25 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Greenvale Capital, adding an estimated $12.6M. The largest seller was Tenzing Global Management, cutting an estimated $11.6M.

  • 120 institutional investors held Enphase Energy (ENPH) as of Q1 2019, up from 96 in Q4 2018.
  • Funds reported $497M of Enphase Energy stock for Q1 2019, up 127% quarter-over-quarter.
  • 41 funds opened new Enphase Energy positions in Q1 2019 and 16 closed out, a net change of +25 holders.
  • The largest Enphase Energy buyer in Q1 2019 was Greenvale Capital, an estimated $12.6M added.
  • The largest Enphase Energy seller in Q1 2019 was Tenzing Global Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2019.