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Enphase Energy
ENPH

Overview Fund Activity

716 hedge funds and large institutions have $12.1B invested in Enphase Energy in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 276 increasing their positions, 259 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
-34
Holders Change %
-4.53%
% of All Funds
10.38%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
83
Increased
276
Reduced
259
Closed
105
Calls
$1.46B
Puts
$1.48B
Net Calls
-$24.7M
Net Calls Change
+$30.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$246M
2
Coatue Management
Coatue Management
New York
$120M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
BlackRock
BlackRock
New York
$1.82B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$59.1M

Top Sellers

1
Swedbank
Swedbank
Sweden
$0
2
Morgan Stanley
Morgan Stanley
New York
$206M
3
Jane Street
Jane Street
New York
$40.8M
4
Invesco
Invesco
Georgia
$439M
5
CS
Credit Suisse
Switzerland
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
651
Elequin Capital
New York
$5.08K +$5.08K +42 New
ADL
652
Asset Dedication LLC
California
$5K – – –
GFPC
653
Global Financial Private Client
Florida
$4.85K -$2.96K -25 -38%
DJSG
654
D.J. St. Germain
Massachusetts
$4.23K – – –
ZB
655
Zions Bancorporation
Utah
$4.23K +$1.21K +10 +40%
CSB
656
City State Bank
Iowa
$4K – – –
UIA
657
Ulland Investment Advisors
Minnesota
$4K +$4K +37 New
MG
658
Mather Group
Illinois
$3.83K +$3.83K +29 New
AWM
659
Avior Wealth Management
Nebraska
$3.75K +$3.75K +31 New
GIA
660
GHP Investment Advisors
Colorado
$3.63K – – –
BHWM
661
Beaird Harris Wealth Management
Texas
$3.63K +$1.21K +10 +50%
CBT
662
CoreFirst Bank & Trust
Kansas
$3.63K – – –
AA
663
Ancora Advisors
Ohio
$3.63K – – –
CA
664
Continuum Advisory
Idaho
$3.11K +$3.11K +28 New
IBOK
665
Independence Bank of Kentucky
Kentucky
$3.03K -$18.2K -150 -86%
UB
666
UMB Bank
Missouri
$3.03K – – –
BC
667
Barrett & Company
Rhode Island
$3.03K – – –
CAL
668
Capital Advisors Ltd
Ohio
$3K +$462 +4 +18%
AW
669
Avion Wealth
Texas
$3K +$2.21K +14 +280%
VWM
670
Venturi Wealth Management
Texas
$2.9K -$1.21K -10 -29%
WIA
671
Wetzel Investment Advisors
Indiana
$2.73K – – –
AWM
672
Abound Wealth Management
Tennessee
$2.54K -$605 -5 -19%
PWMG
673
Prestige Wealth Management Group
New Jersey
$2.54K -$363 -3 -13%
BIA
674
Bell Investment Advisors
California
$2.3K +$484 +4 +27%
JWA
675
JFS Wealth Advisors
Pennsylvania
$2.18K +$242 +2 +13%
25 26
27
28 29