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Enphase Energy

631 hedge funds and large institutions have $14.8B invested in Enphase Energy in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 76

29% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 192

14% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.02B

11% more funds holding

Funds holding: 568631 (+63)

7.74% less ownership

Funds ownership: 74.93%67.2% (-7.7%)

11% less capital invested

Capital invested by funds: $16.6B → $14.8B (-$1.81B)

53% less funds holding in top 10

Funds holding in top 10: 3014 (-16)

Holders
631
Holders Change
+63
Holders Change %
+11.09%
% of All Funds
11.08%
Holding in Top 10
14
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-53.33%
% of All Funds
0.25%
New
145
Increased
248
Reduced
192
Closed
76
Calls
$1.16B
Puts
$1.02B
Net Calls
+$139M
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$92.6M +$5.3M +29,508 +5%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$86M -$186M -1,038,520 -66%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$81.8M +$26.3M +146,542 +41%
Citadel Advisors
29
Citadel Advisors
Florida
$80.3M +$77.6M +432,029 +687%
EAM
30
Eagle Asset Management
Florida
$78.4M +$86.5M +481,884 New
FAM
31
Fred Alger Management
New York
$78.3M +$76.7M +427,420 +773%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$77.2M +$3.63M +20,228 +4%
Ameriprise
33
Ameriprise
Minnesota
$77.1M +$32.6M +181,348 +62%
Swiss National Bank
34
Swiss National Bank
Switzerland
$74.9M +$1.71M +9,500 +2%
CI
35
Clal Insurance
Israel
$73.4M -$31.4M -175,000 -28%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$72.7M -$12.4M -69,172 -13%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$72.7M +$57.3M +319,198 +247%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$70.5M +$44.7M +248,973 +134%
UBS AM
39
UBS AM
Illinois
$70.1M +$15.5M +86,232 +25%
Bank of America
40
Bank of America
North Carolina
$65.3M +$26.9M +149,964 +59%
WRF
41
Waddell & Reed Financial
Kansas
$63M -$24.6M -137,000 -26%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$61.5M -$1.75M -9,756 -3%
Goldman Sachs
43
Goldman Sachs
New York
$60.3M -$70.7M -393,689 -51%
Barclays
44
Barclays
United Kingdom
$59M +$44.2M +246,140 +209%
AA
45
ALPS Advisors
Colorado
$56.1M +$13.8M +76,897 +29%
SAM
46
Storebrand Asset Management
Norway
$55.7M +$4.82M +26,857 +8%
Korea Investment Corp
47
Korea Investment Corp
South Korea
$54.8M -$5.3M -29,518 -8%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$54.5M +$51.8M +288,796 +607%
PC
49
PointState Capital
New York
$54.3M +$27.5M +153,449 +85%
PWAM
50
Park West Asset Management
California
$53.5M -$32.6M -181,508 -35%

ENPH Hedge Fund Activity: Q1 2021 in Review

631 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2021, worth a combined $14.8B — down 11% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new ENPH positions and 76 closed out — a net gain of 69 holders — while 248 added to existing stakes and 192 trimmed.

The largest buyer was Vanguard Group, adding an estimated $417M. The largest seller was Fidelity Investments, cutting an estimated $661M.

  • 631 institutional investors held Enphase Energy (ENPH) as of Q1 2021, up from 568 in Q4 2020.
  • Funds reported $14.8B of Enphase Energy stock for Q1 2021, down 11% quarter-over-quarter.
  • 145 funds opened new Enphase Energy positions in Q1 2021 and 76 closed out, a net change of +69 holders.
  • The largest Enphase Energy buyer in Q1 2021 was Vanguard Group, an estimated $417M added.
  • The largest Enphase Energy seller in Q1 2021 was Fidelity Investments, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2021.