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Enphase Energy

887 hedge funds and large institutions have $28.3B invested in Enphase Energy in 2022 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 70

79% more call options, than puts

Call options by funds: $3.67B | Put options by funds: $2.06B

48% more capital invested

Capital invested by funds: $19.1B → $28.3B (+$9.19B)

37% more funds holding in top 10

Funds holding in top 10: 2737 (+10)

10% more funds holding

Funds holding: 809887 (+78)

3.04% more ownership

Funds ownership: 72.9%75.94% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 323

Holders
887
Holders Change
+78
Holders Change %
+9.64%
% of All Funds
15.28%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.64%
New
159
Increased
314
Reduced
323
Closed
70
Calls
$3.67B
Puts
$2.06B
Net Calls
+$1.61B
Net Calls Change
+$873M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
501
Parkwood LLC
Ohio
$892K +$191K +707 +28%
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$886K -$31.6K -117 -4%
FTDI
503
First Trust Direct Indexing
Massachusetts
$884K +$60.1K +223 +8%
VI
504
Vestcor Inc
New Brunswick, Canada
$882K +$17K +63 +2%
Mercer Global Advisors
505
Mercer Global Advisors
Colorado
$860K -$169K -627 -17%
VEA
506
Virtus ETF Advisers
New York
$858K +$834K +3,092 New
APA
507
American Portfolios Advisors
New York
$851K -$1.39M -5,155 -63%
SS
508
Simplicity Solutions
Minnesota
$844K +$159K +589 +24%
DA
509
DCM Advisors
New York
$842K -$366K -1,356 -31%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$840K +$24.5K +91 +3%
SFG
511
Synergy Financial Group
California
$832K
CMANY
512
Capital Management Associates (New York)
New York
$832K +$809K +3,000 New
PAG
513
Private Advisory Group
Washington
$829K -$66.6K -247 -8%
RIM
514
Redpoint Investment Management
Australia
$804K +$782K +2,898 New
CG
515
Clarus Group
Texas
$802K
EA
516
Emerald Advisers
Pennsylvania
$799K -$125K -463 -14%
IA
517
Integrity Advisory
Kansas
$794K -$603K -2,236 -44%
Bank Julius Baer & Co
518
Bank Julius Baer & Co
Switzerland
$785K +$23.5K +87 +3%
ETC
519
Exchange Traded Concepts
Oklahoma
$773K +$625K +2,316 +494%
GT
520
Glenmede Trust
Pennsylvania
$762K -$8.36K -31 -1%
MWM
521
Meridian Wealth Management
Kentucky
$760K +$739K +2,739 New
VFA
522
Values First Advisors
Tennessee
$754K -$89.3K -331 -11%
VCWA
523
Vanguard Capital Wealth Advisors
Colorado
$749K
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$740K +$723K +2,679 New
OIA
525
OneDigital Investment Advisors
Kansas
$736K +$715K +2,652 New

ENPH Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2022, worth a combined $28.3B — up 48% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new ENPH positions and 70 closed out — a net gain of 89 holders — while 314 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $486M. The largest seller was Allianz Asset Management, cutting an estimated $922M.

  • 887 institutional investors held Enphase Energy (ENPH) as of Q3 2022, up from 809 in Q2 2022.
  • Funds reported $28.3B of Enphase Energy stock for Q3 2022, up 48% quarter-over-quarter.
  • 159 funds opened new Enphase Energy positions in Q3 2022 and 70 closed out, a net change of +89 holders.
  • The largest Enphase Energy buyer in Q3 2022 was VOYA Investment Management, an estimated $486M added.
  • The largest Enphase Energy seller in Q3 2022 was Allianz Asset Management, an estimated $922M sold.

Based on aggregated 13F filings for Q3 2022.