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Enphase Energy

729 hedge funds and large institutions have $12.8B invested in Enphase Energy in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 256 increasing their positions, 283 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

16% more capital invested

Capital invested by funds: $11.1B → $12.8B (+$1.73B)

2% more funds holding

Funds holding: 713729 (+16)

2.03% more ownership

Funds ownership: 81.76%83.79% (+2%)

9% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.13B

10% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 283

Holders
729
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
10.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
95
Increased
256
Reduced
283
Closed
74
Calls
$1.03B
Puts
$1.13B
Net Calls
-$99.2M
Net Calls Change
-$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$89.9M -$4.96M -44,411 -5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$83.1M -$10.2M -91,382 -11%
Handelsbanken Fonder
28
Handelsbanken Fonder
Sweden
$80.7M +$33.1M +296,498 +71%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$74.4M +$3.69M +33,038 +5%
Deutsche Bank
30
Deutsche Bank
Germany
$73.4M +$14.3M +127,640 +24%
American Century Companies
31
American Century Companies
Missouri
$71.4M +$28.6M +256,140 +68%
MU
32
Mirova US
Massachusetts
$66.2M +$698K +6,247 +1%
UM
33
UniSuper Management
Australia
$65.7M +$91.5K +819 +0.1%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$64.7M +$17.2M +154,231 +37%
Barclays
35
Barclays
United Kingdom
$59.3M +$16.9M +150,980 +40%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$57.6M +$2.02M +18,121 +4%
DnB Asset Management
37
DnB Asset Management
Norway
$57.2M -$675K -6,039 -1%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$56.4M -$6.15M -55,042 -10%
ECP
39
Electron Capital Partners
New York
$55.4M +$39.5M +353,166 +258%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$54.4M -$1.9M -17,036 -3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$53.3M -$9.92M -88,764 -16%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$52.8M -$6.51M -58,283 -11%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$51.1M +$31.7M +283,509 +168%
N
44
Nuveen
North Carolina
$50.5M -$2.39M -21,405 -5%
SAM
45
Storebrand Asset Management
Norway
$49.7M +$879K +7,871 +2%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$49.4M -$7.63M -68,318 -14%
AMH
47
Aspex Management (HK)
Hong Kong
$48.4M +$47.9M +428,615 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$48M +$14.6M +130,976 +45%
Millennium Management
49
Millennium Management
New York
$47.3M +$41.4M +370,329 +766%
Bank of America
50
Bank of America
North Carolina
$46.9M +$7.69M +68,838 +20%

ENPH Hedge Fund Activity: Q3 2024 in Review

729 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2024, worth a combined $12.8B — up 16% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ENPH positions and 74 closed out — a net gain of 21 holders — while 256 added to existing stakes and 283 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $105M. The largest seller was Norges Bank, cutting an estimated $120M.

  • 729 institutional investors held Enphase Energy (ENPH) as of Q3 2024, up from 713 in Q2 2024.
  • Funds reported $12.8B of Enphase Energy stock for Q3 2024, up 16% quarter-over-quarter.
  • 95 funds opened new Enphase Energy positions in Q3 2024 and 74 closed out, a net change of +21 holders.
  • The largest Enphase Energy buyer in Q3 2024 was Goldman Sachs, an estimated $105M added.
  • The largest Enphase Energy seller in Q3 2024 was Norges Bank, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2024.