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Enphase Energy
ENPH

568 hedge funds and large institutions have $16.6B invested in Enphase Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 39

113% more capital invested

Capital invested by funds: $7.78B → $16.6B (+$8.78B)

76% more funds holding in top 10

Funds holding in top 10: 17 → 30 (+13)

52% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $910M

43% more funds holding

Funds holding: 398 → 568 (+170)

8% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 156

0.31% less ownership

Funds ownership: 75.24% → 74.93% (-0.31%)

Holders
568
Holders Change
+170
Holders Change %
+42.71%
% of All Funds
10.05%
Holding in Top 10
30
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+76.47%
% of All Funds
0.53%
New
213
Increased
168
Reduced
156
Closed
39
Calls
$1.39B
Puts
$910M
Net Calls
+$476M
Net Calls Change
+$148M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$251M
2
State Street
State Street
Massachusetts
+$130M
3
Capital International Investors
Capital International Investors
California
+$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$113M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$103M

Top Sellers

Rank Fund Capital Flow
1
SCH
Sylebra Capital (HK)
Hong Kong
-$281M
2
Renaissance Technologies
Renaissance Technologies
New York
-$247M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
4
ECP
Electron Capital Partners
New York
-$130M
5
Swedbank
Swedbank
Sweden
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
551
Financial Gravity Asset Management
Texas
$3K +$2.03K +16 New
SCP
552
Syntal Capital Partners
Texas
$2.28K +$1.65M +12,996 New
KTC
553
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.14K +9 New
PWMG
554
Prestige Wealth Management Group
New Jersey
$2K +$1.14K +9 New
COCM
555
Charter Oak Capital Management
New Hampshire
$2K +$1.27K +10 New
CAAS
556
Capital Asset Advisory Services
Michigan
$2K +$1.52K +12 New
MA
557
MCF Advisors
Kentucky
$2K +$1.78K +14 New
Walleye Capital
558
Walleye Capital
New York
$1.27K +$920K +7,256 New
GI
559
Gradient Investments
Minnesota
$1K – – –
MCM
560
Manchester Capital Management
Vermont
$1K – – –
BC
561
Bartlett & Co
Ohio
$1K +$380 +3 New
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$507 +4 New
PO
563
Private Ocean
California
$1K +$634 +5 New
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$1K +$888 +7 New
WIM
565
Westside Investment Management
California
$596 -$159K -1,250 -27%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$526 +$380 +3 New
TI
567
tru Independence
Oregon
$1 +$380 +3 New
PC
568
Pier Capital
Connecticut
– -$9.24M -111,929 Closed
HRCM
569
Hood River Capital Management
Florida
– -$9.03M -109,303 Closed
IECM
570
Intrinsic Edge Capital Management
Illinois
– -$5.81M -70,394 Closed
IAM
571
Ion Asset Management
Israel
– -$4.96M -60,000 Closed
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
– -$2.51M -30,370 Closed
D.E. Shaw & Co
573
D.E. Shaw & Co
New York
– -$3.55M -27,986 Closed
MCM
574
Moore Capital Management
New York
– -$2.21M -26,775 Closed
WMSA
575
Weiss Multi-Strategy Advisers
New York
– -$2.11M -25,560 Closed
21 22
23
24 25

ENPH Hedge Fund Activity: Q4 2020 in Review

568 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2020, worth a combined $16.6B — up 113% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new ENPH positions and 39 closed out — a net gain of 174 holders — while 168 added to existing stakes and 156 trimmed.

The largest buyer was BlackRock, adding an estimated $251M. The largest seller was Sylebra Capital (HK), cutting an estimated $281M.

  • 568 institutional investors held Enphase Energy (ENPH) as of Q4 2020, up from 398 in Q3 2020.
  • Funds reported $16.6B of Enphase Energy stock for Q4 2020, up 113% quarter-over-quarter.
  • 213 funds opened new Enphase Energy positions in Q4 2020 and 39 closed out, a net change of +174 holders.
  • The largest Enphase Energy buyer in Q4 2020 was BlackRock, an estimated $251M added.
  • The largest Enphase Energy seller in Q4 2020 was Sylebra Capital (HK), an estimated $281M sold.

Based on aggregated 13F filings for Q4 2020.