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Enphase Energy

637 hedge funds and large institutions have $14.1B invested in Enphase Energy in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 219 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 219

1% more funds holding

Funds holding: 628637 (+9)

1.31% more ownership

Funds ownership: 68.58%69.89% (+1.3%)

17% less capital invested

Capital invested by funds: $17.1B → $14.1B (-$2.96B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

35% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.2B

Holders
637
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
82
Increased
257
Reduced
219
Closed
65
Calls
$784M
Puts
$1.2B
Net Calls
-$419M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$48.8M -$901K -5,253 -2%
SI
52
Scout Investments
Missouri
$48.8M +$12.5M +73,015 +29%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$47.4M +$22.3M +130,086 +69%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$47.1M +$48.3M +281,567 +862%
Jennison Associates
55
Jennison Associates
New York
$46M +$6.02M +35,062 +13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$44.5M -$357K -2,080 -0.7%
APG Asset Management
57
APG Asset Management
Netherlands
$42.6M +$4.81M +28,026 +9%
AA
58
ALPS Advisors
Colorado
$42.2M -$10.5M -61,037 -18%
UBS Group
59
UBS Group
Switzerland
$40.5M +$3.55M +20,710 +8%
Skandinaviska Enskilda Banken (SEB)
60
Skandinaviska Enskilda Banken (SEB)
Sweden
$40M -$1.34M -7,803 -3%
Amundi
61
Amundi
France
$39.6M -$5.38M -31,341 -11%
SPPAM
62
Summit Partners Public Asset Management
Massachusetts
$38.7M -$3.86M -22,474 -8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$34.3M -$1.52M -8,844 -4%
EAM
64
Erste Asset Management
Austria
$34.2M -$1.97M -11,487 -5%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$33.2M +$494K +2,877 +1%
CWM
66
Calamos Wealth Management
Illinois
$33M
Holocene Advisors
67
Holocene Advisors
New York
$32.8M +$37.6M +218,984 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$32.7M -$3.48M -20,275 -9%
Franklin Resources
69
Franklin Resources
California
$31.8M +$24.2M +140,993 +198%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$31.3M +$17.7M +103,315 +98%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$31.2M -$566K -3,300 -2%
PWAM
72
Park West Asset Management
California
$31.1M -$2.97M -17,332 -8%
National Pension Service
73
National Pension Service
South Korea
$30.2M -$77K -449 -0.2%
WorldQuant Millennium Advisors
74
WorldQuant Millennium Advisors
New York
$30.1M +$33.4M +194,730 +3,190%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$28.6M +$25.5M +148,547 +355%

ENPH Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2021, worth a combined $14.1B — down 17% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ENPH positions and 65 closed out — a net gain of 17 holders — while 257 added to existing stakes and 219 trimmed.

The largest buyer was Brown Advisory, adding an estimated $135M. The largest seller was BNP Paribas Asset Management, cutting an estimated $99.4M.

  • 637 institutional investors held Enphase Energy (ENPH) as of Q3 2021, up from 628 in Q2 2021.
  • Funds reported $14.1B of Enphase Energy stock for Q3 2021, down 17% quarter-over-quarter.
  • 82 funds opened new Enphase Energy positions in Q3 2021 and 65 closed out, a net change of +17 holders.
  • The largest Enphase Energy buyer in Q3 2021 was Brown Advisory, an estimated $135M added.
  • The largest Enphase Energy seller in Q3 2021 was BNP Paribas Asset Management, an estimated $99.4M sold.

Based on aggregated 13F filings for Q3 2021.