We are live on ! Find out more
ENPH icon

Enphase Energy

770 hedge funds and large institutions have $19.2B invested in Enphase Energy in 2022 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 311 increasing their positions, 238 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

31% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 238

26% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $17B → $19.2B (+$2.14B)

3% more funds holding

Funds holding: 749770 (+21)

1.99% more ownership

Funds ownership: 69.08%71.07% (+2%)

26% less call options, than puts

Call options by funds: $988M | Put options by funds: $1.34B

Holders
770
Holders Change
+21
Holders Change %
+2.8%
% of All Funds
12.15%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.36%
New
146
Increased
311
Reduced
238
Closed
116
Calls
$988M
Puts
$1.34B
Net Calls
-$356M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
526
Park Avenue Securities
New York
$409K +$110K +699 +53%
FA
527
Fagan Associates
New York
$406K +$316K +2,010 New
AWM
528
Apollon Wealth Management
South Carolina
$395K +$39.6K +252 +15%
AP
529
Advisor Partners
California
$387K +$52.8K +336 +21%
PAG
530
Private Advisory Group
Washington
$378K
BC
531
BIT Capital
Germany
$376K +$278K +1,770 +1,903%
LTI
532
Laffer Tengler Investments
Tennessee
$373K
PFPT
533
Pinnacle Financial Partners (Tennessee)
Tennessee
$369K +$471 +3 +0.2%
C
534
Certuity
Florida
$363K +$283K +1,798 New
SPC
535
Sigma Planning Corp
Michigan
$362K -$75.3K -479 -21%
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$362K +$2.51K +16 +0.9%
AIP
537
Ameritas Investment Partners
Nebraska
$357K
SGA
538
Seaport Global Advisors
Massachusetts
$352K -$77.9K -496 -22%
GKWIM
539
Gerber Kawasaki Wealth & Investment Management
California
$350K +$273K +1,737 New
Lazard Asset Management
540
Lazard Asset Management
New York
$349K +$272K +1,728 +19,200%
FT
541
Fiduciary Trust
Massachusetts
$347K -$13.2K -84 -5%
ASN
542
Advisory Services Network
Georgia
$339K +$264K +1,679 New
JSC
543
Jackson Square Capital
California
$338K -$313K -1,990 -54%
DZ Bank
544
DZ Bank
Germany
$335K -$1.98M -12,606 -88%
PSP
545
Principal Street Partners
Tennessee
$331K -$128K -814 -33%
GLA
546
Great Lakes Advisors
Illinois
$331K -$35.5K -226 -12%
ZCA
547
Zeke Capital Advisors
Pennsylvania
$329K +$256K +1,632 New
ACG
548
Allen Capital Group
Nebraska
$324K +$252K +1,604 New
CRWM
549
Castle Rock Wealth Management
California
$323K -$98.5K -627 -28%
DA
550
DSC Advisors
Illinois
$322K +$251K +1,598 New

ENPH Hedge Fund Activity: Q1 2022 in Review

770 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2022, worth a combined $19.2B — up 13% from $17B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENPH positions and 116 closed out — a net gain of 30 holders — while 311 added to existing stakes and 238 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $309M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $155M sold.

  • 770 institutional investors held Enphase Energy (ENPH) as of Q1 2022, up from 749 in Q4 2021.
  • Funds reported $19.2B of Enphase Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 146 funds opened new Enphase Energy positions in Q1 2022 and 116 closed out, a net change of +30 holders.
  • The largest Enphase Energy buyer in Q1 2022 was Allianz Asset Management, an estimated $309M added.
  • The largest Enphase Energy seller in Q1 2022 was Renaissance Technologies, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2022.