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Enphase Energy

147 hedge funds and large institutions have $969M invested in Enphase Energy in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $14.8M

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $497M → $969M (+$472M)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more funds holding

Funds holding: 120147 (+27)

1.35% less ownership

Funds ownership: 49.58%48.23% (-1.3%)

Holders
147
Holders Change
+27
Holders Change %
+22.5%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
46
Increased
52
Reduced
38
Closed
17
Calls
$54.2M
Puts
$14.8M
Net Calls
+$39.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
26
Granahan Investment Management
Massachusetts
$7.39M +$1.94M +141,315 +53%
SPPAM
27
Summit Partners Public Asset Management
Massachusetts
$7.38M +$70.1K +5,097 +1%
CS
28
Credit Suisse
Switzerland
$6.68M +$2.92M +212,048 +137%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$6.68M +$4.73M +343,528 +1,482%
GCM
30
Graham Capital Management
Connecticut
$6.53M +$4.93M +358,220 New
CM
31
Castleark Management
Illinois
$6.32M +$4.77M +346,655 New
First Trust Advisors
32
First Trust Advisors
Illinois
$5.51M +$90.1K +6,550 +2%
ACM
33
Atika Capital Management
New York
$5.47M +$4.13M +300,000 New
EAM
34
Erste Asset Management
Austria
$5.02M -$2.68M -195,000 -41%
AllianceBernstein
35
AllianceBernstein
Tennessee
$4.37M +$2.12M +153,880 +180%
EGM
36
Engineers Gate Manager
New York
$4.11M -$1.07M -77,987 -26%
Charles Schwab
37
Charles Schwab
California
$3.96M +$242K +17,616 +9%
Barclays
38
Barclays
United Kingdom
$3.65M +$1.84M +133,428 +199%
Morgan Stanley
39
Morgan Stanley
New York
$3.55M +$1.63M +118,406 +155%
EI
40
EAM Investors
California
$3.49M -$1.87M -135,938 -42%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.35M +$2.53M +183,837 New
UBS Group
42
UBS Group
Switzerland
$3.21M +$1.09M +79,039 +81%
QC
43
Quadrature Capital
United Kingdom
$3.21M +$2.42M +176,014 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$3.02M -$559K -40,626 -20%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$2.82M +$2.13M +154,644 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.77M +$180K +13,110 +9%
AA
47
ALPS Advisors
Colorado
$2.71M +$1.06M +76,899 +107%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.63M +$1.47M +106,474 +284%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.62M +$1.98M +143,700 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.58M +$110K +7,984 +6%