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Enphase Energy

637 hedge funds and large institutions have $14.1B invested in Enphase Energy in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 219 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 219

1% more funds holding

Funds holding: 628637 (+9)

1.31% more ownership

Funds ownership: 68.58%69.89% (+1.3%)

17% less capital invested

Capital invested by funds: $17.1B → $14.1B (-$2.96B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

35% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.2B

Holders
637
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
82
Increased
257
Reduced
219
Closed
65
Calls
$784M
Puts
$1.2B
Net Calls
-$419M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$95.1M -$49.4M -287,980 -31%
UBS AM
27
UBS AM
Illinois
$85.9M +$14M +81,396 +17%
GC
28
Greenvale Capital
United Kingdom
$85.5M +$24.9M +145,000 +34%
American Century Companies
29
American Century Companies
Missouri
$82.3M -$31.9M -186,025 -25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$77.9M -$887K -5,171 -1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$76.4M +$1.68M +9,800 +2%
SCH
32
Sylebra Capital (HK)
Hong Kong
$75.1M +$1.32M +7,669 +2%
Barclays
33
Barclays
United Kingdom
$72.6M +$20.6M +119,790 +33%
EAM
34
Eagle Asset Management
Florida
$71.9M -$438K -2,551 -0.5%
Millennium Management
35
Millennium Management
New York
$71.3M +$66.7M +388,672 +447%
N
36
Nuveen
North Carolina
$70.6M -$23M -134,037 -22%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$68.3M +$571K +3,328 +0.7%
Deutsche Bank
38
Deutsche Bank
Germany
$67.5M +$1.53M +8,912 +2%
Goldman Sachs
39
Goldman Sachs
New York
$65.9M +$20.9M +122,011 +38%
SAM
40
Storebrand Asset Management
Norway
$64.6M -$4.33M -25,220 -6%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$63.3M +$28.3M +164,944 +64%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$58.4M -$19.5M -113,783 -23%
FAM
43
Fred Alger Management
New York
$55.3M -$93.1M -542,721 -60%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$55.3M -$1.61M -9,401 -2%
ClearBridge Investments
45
ClearBridge Investments
New York
$55.1M +$4.25M +24,787 +7%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$55M +$136K +793 +0.2%
Korea Investment Corp
47
Korea Investment Corp
South Korea
$54.3M -$14.8M -86,464 -19%
PPA
48
Parametric Portfolio Associates
Washington
$53.1M +$9.45M +55,057 +18%
AllianceBernstein
49
AllianceBernstein
Tennessee
$50.5M +$4.59M +26,740 +9%
Principal Financial Group
50
Principal Financial Group
Iowa
$50.5M +$6.66M +38,800 +13%

ENPH Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2021, worth a combined $14.1B — down 17% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ENPH positions and 65 closed out — a net gain of 17 holders — while 257 added to existing stakes and 219 trimmed.

The largest buyer was Brown Advisory, adding an estimated $135M. The largest seller was BNP Paribas Asset Management, cutting an estimated $99.4M.

  • 637 institutional investors held Enphase Energy (ENPH) as of Q3 2021, up from 628 in Q2 2021.
  • Funds reported $14.1B of Enphase Energy stock for Q3 2021, down 17% quarter-over-quarter.
  • 82 funds opened new Enphase Energy positions in Q3 2021 and 65 closed out, a net change of +17 holders.
  • The largest Enphase Energy buyer in Q3 2021 was Brown Advisory, an estimated $135M added.
  • The largest Enphase Energy seller in Q3 2021 was BNP Paribas Asset Management, an estimated $99.4M sold.

Based on aggregated 13F filings for Q3 2021.