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Enphase Energy
ENPH

77 hedge funds and large institutions have $133M invested in Enphase Energy in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more capital invested

Capital invested by funds: $55.6M → $133M (+$77.3M)

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

15% more funds holding

Funds holding: 67 → 77 (+10)

3.44% more ownership

Funds ownership: 26.9% → 30.34% (+3.4%)

63% less call options, than puts

Call options by funds: $761K | Put options by funds: $2.06M

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
31
Reduced
15
Closed
12
Calls
$761K
Puts
$2.06M
Net Calls
-$1.3M
Net Calls Change
-$1.36M

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$10.3M
2
Millennium Management
Millennium Management
New York
+$2.47M
3
Invesco
Invesco
Georgia
+$2.41M
4
NC
Northpointe Capital
Michigan
+$1.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
DCM
Divisar Capital Management
California
-$4.1M
2
T
Tinicum
New York
-$1.84M
3
OWIM
Old West Investment Management
California
-$926K
4
GGHC
Gilder Gagnon Howe & Co
New York
-$695K
5
EI
EAM Investors
California
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$133K +$21.2K +6,971 +32%
Jane Street
52
Jane Street
New York
$133K +$88.6K +29,171 New
TRCT
53
Tower Research Capital (TRC)
New York
$131K +$62.5K +20,593 +257%
Verition Fund Management
54
Verition Fund Management
Connecticut
$131K +$87.2K +28,716 New
JG
55
Jefferies Group
New York
$109K +$72.3K +23,800 New
LCM
56
Laurion Capital Management
New York
$106K +$70.8K +23,300 New
AGM
57
Alpine Global Management
New York
$96K -$103K -33,760 -62%
WPC
58
White Pine Capital
Minnesota
$96K – – –
Squarepoint
59
Squarepoint
New York
$94K +$62.4K +20,549 New
BCM
60
Bayesian Capital Management
New York
$74K +$49.5K +16,300 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$72K -$2.43K -800 -5%
WCWM
62
Willow Creek Wealth Management
California
$71K +$47.3K +15,583 New
Brown Advisory
63
Brown Advisory
Maryland
$67K -$16.8K -5,544 -27%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$64K +$4.09K +1,347 +10%
HCM
65
Highbridge Capital Management
New York
$63K +$42.1K +13,870 New
Macquarie Group
66
Macquarie Group
Australia
$53K -$3.34K -1,100 -9%
Creative Planning
67
Creative Planning
Kansas
$46K +$30.4K +10,000 New
WIM
68
Westside Investment Management
California
$29K +$9.11K +3,000 +87%
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$12.1K +4,000 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$1.64K +541 +20%
AG
71
Advisor Group
Arizona
$12K – – –
SFSIG
72
San Francisco Sentry Investment Group
California
$11K – – –
Citigroup
73
Citigroup
New York
$9K – – –
TDC
74
Thompson Davis & Co
Virginia
$5K +$3.04K +1,000 New
UBS Group
75
UBS Group
Switzerland
$4K -$14.8K -4,869 -84%
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ENPH Hedge Fund Activity: Q1 2018 in Review

77 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2018, worth a combined $133M — up 139% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ENPH positions and 12 closed out — a net gain of 11 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $10.3M. The largest seller was Divisar Capital Management, cutting an estimated $4.1M.

  • 77 institutional investors held Enphase Energy (ENPH) as of Q1 2018, up from 67 in Q4 2017.
  • Funds reported $133M of Enphase Energy stock for Q1 2018, up 139% quarter-over-quarter.
  • 23 funds opened new Enphase Energy positions in Q1 2018 and 12 closed out, a net change of +11 holders.
  • The largest Enphase Energy buyer in Q1 2018 was Guggenheim Capital, an estimated $10.3M added.
  • The largest Enphase Energy seller in Q1 2018 was Divisar Capital Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2018.