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Enphase Energy
ENPH

Overview Fund Activity

715 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, 275 increasing their positions, 259 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-34
Holders Change %
-4.54%
% of All Funds
10.37%
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
275
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
1
Wellington Management Group
Massachusetts
$246M
2
Coatue Management
2
Coatue Management
New York
$120M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
BlackRock
4
BlackRock
New York
$1.82B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$59.1M

Top Sellers

1
Swedbank
1
Swedbank
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$206M
3
Jane Street
3
Jane Street
New York
$40.8M
4
Invesco
4
Invesco
Georgia
$439M
5
CS
5
Credit Suisse
Switzerland
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
801
Loomis, Sayles & Company
Massachusetts
– -$15K -112 Closed
GWS
802
Glassman Wealth Services
Virginia
– -$14.1K -107 Closed
FCA
803
FinTrust Capital Advisors
South Carolina
– -$13.2K -100 Closed
QL
804
Quarry LP
New York
– -$10K -76 Closed
MCM
805
MidAtlantic Capital Management
Virginia
– -$9.91K -75 Closed
GWMIA
806
Global Wealth Management Investment Advisory
Florida
– -$9.91K -75 Closed
RAM
807
Riggs Asset Management
Pennsylvania
– -$7.93K -60 Closed
MSWM
808
McGlone Suttner Wealth Management
Wisconsin
– -$6.61K -50 Closed
CB
809
CNB Bank
Pennsylvania
– -$5.29K -40 Closed
GGI
810
Godsey & Gibb Inc
Virginia
– -$4.23K -32 Closed
CA
811
Clearstead Advisors
Ohio
– -$2.91K -22 Closed
AssetMark Inc
812
AssetMark Inc
California
– -$2.91K -22 Closed
TVAMP
813
Tennessee Valley Asset Management Partners
Tennessee
– -$1.98K -15 Closed
PTC
814
Private Trust Company
Ohio
– -$1.06K -8 Closed
AWM
815
Able Wealth Management
New Jersey
– -$1.06K -8 Closed
WCM
816
Winthrop Capital Management
Indiana
– -$793 -6 Closed
LF
817
Lee Financial
Texas
– -$397 -3 Closed
EWM
818
Evermay Wealth Management
Virginia
– -$397 -3 Closed
CPG
819
Cornerstone Planning Group
New Jersey
– -$264 -2 Closed
VCM
820
Versant Capital Management
Arizona
– -$264 -2 Closed
IRC
821
Investors Research Corp
Georgia
– -$132 -1 Closed
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