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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
CI
76
Clal Insurance
Israel
$28.2M +$12M +70,000 +59%
ZP
77
Zimmer Partners
New York
$28M -$10.8M -63,000 -25%
Squarepoint
78
Squarepoint
New York
$27.7M +$29.6M +172,420 +1,385%
CHAM
79
Clear Harbor Asset Management
Connecticut
$27.3M -$815K -4,750 -3%
QC
80
Quadrature Capital
United Kingdom
$26.3M +$30.1M +175,554 New
Citigroup
81
Citigroup
New York
$25.8M -$2.17M -12,655 -7%
RHBC
82
R.H. Bluestein & Co
Michigan
$24.7M +$1.16M +6,752 +4%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$24.7M -$2.39M -13,909 -8%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$24.6M -$393K -2,291 -1%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$23.3M +$555K +3,233 +2%
CS
86
Candriam SCA
Luxembourg
$23.2M +$443K +2,581 +2%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$22.8M +$5.43M +31,653 +26%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$22.8M +$38.1K +222 +0.1%
VanEck Associates
89
VanEck Associates
New York
$22.4M -$524K -3,051 -2%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$22.3M +$1.62M +9,457 +7%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$21.8M -$360K -2,100 -1%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.1M -$927K -5,403 -4%
SDH
93
Sloy Dahl & Holst
Washington
$20.1M +$4.4M +25,644 +24%
EVM
94
Eaton Vance Management
Massachusetts
$19.5M +$11.2M +65,197 +99%
CII
95
Capital International Inc
California
$18.7M -$3.35M -19,552 -14%
N
96
Natixis
France
$18.7M +$13M +75,923 +156%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$18.5M +$5.89M +34,328 +39%
Macquarie Group
98
Macquarie Group
Australia
$18.2M -$9.59M -55,916 -31%
Prudential Financial
99
Prudential Financial
New Jersey
$18.1M +$629K +3,663 +3%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$18M -$10.8M -62,918 -34%

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.