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
HT
551
Heritage Trust
Oklahoma
$320K -$18.7K -119 -7%
VAS
552
Vestmark Advisory Solutions
Massachusetts
$320K +$249K +1,586 New
RMC
553
Resources Management Corp
Connecticut
$319K +$32.4K +206 +15%
LOIM
554
Liberty One Investment Management
Illinois
$318K +$247K +1,574 New
GT
555
Greenleaf Trust
Michigan
$307K +$45.6K +290 +24%
RBFC
556
Roman Butler Fullerton & Co
Missouri
$304K +$237K +1,508 New
UAS
557
United Asset Strategies
New York
$303K +$47.1K +300 +25%
CSCSIM
558
Clear Sky Carbon Solutions Investment Management
Texas
$303K +$236K +1,500 New
SCP
559
Stamos Capital Partners
California
$303K +$236K +1,500 New
TWC
560
TD Waterhouse Canada
Ontario, Canada
$303K
FRM
561
Fox Run Management
Connecticut
$302K +$235K +1,495 New
GIA
562
Gladstone Institutional Advisory
Florida
$302K +$236K +1,499 New
AWM
563
Avior Wealth Management
Nebraska
$299K +$75.4K +480 +48%
PCA
564
Pallas Capital Advisors
Massachusetts
$297K +$245K +1,561 New
CMI
565
Clare Market Investments
Texas
$294K +$229K +1,458 New
LSPW
566
Lake Street Private Wealth
Illinois
$294K -$14.9K -95 -6%
MAP
567
Moody Aldrich Partners
Massachusetts
$294K +$56.7K +361 +33%
EFM
568
E Fund Management
China
$288K +$17.6K +112 +9%
SA
569
Syntax Advisors
New York
$288K +$21.8K +139 +11%
VCG
570
Vantage Consulting Group
Virginia
$288K +$21.8K +139 +11%
MSAM
571
Moloney Securities Asset Management
Missouri
$287K +$26.4K +168 +13%
WCA
572
Waratah Capital Advisors
Ontario, Canada
$286K -$571K -3,634 -72%
CCP
573
Corient Capital Partners
California
$286K +$28.3K +180 +15%
SC
574
Saturna Capital
Washington
$282K
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$281K -$21.1K -134 -9%

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.