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Enphase Energy
ENPH

106 hedge funds and large institutions have $254M invested in Enphase Energy in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

91% more capital invested

Capital invested by funds: $133M → $254M (+$121M)

38% more funds holding

Funds holding: 77 → 106 (+29)

25% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $6.02M

8.61% more ownership

Funds ownership: 30.34% → 38.95% (+8.6%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
106
Holders Change
+29
Holders Change %
+37.66%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
23
Reduced
22
Closed
22
Calls
$7.55M
Puts
$6.02M
Net Calls
+$1.53M
Net Calls Change
+$2.83M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
Invesco
Invesco
Georgia
+$15.2M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$7.75M
4
State Street
State Street
Massachusetts
+$6.51M
5
PWAM
Park West Asset Management
California
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$15.6M
2
TGM
Tenzing Global Management
California
-$4.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
4
OWIM
Old West Investment Management
California
-$2.87M
5
NC
Northpointe Capital
Michigan
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$4K +$3.18K +615 New
Federated Hermes
102
Federated Hermes
Pennsylvania
$3K +$2.05K +396 New
RE
103
RBC Europe
United Kingdom
$2.8K +$2.15K +416 New
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$2K – – –
EWM
105
Elmwood Wealth Management
California
$538 – – –
MAM
106
Meeder Asset Management
Ohio
$47 +$36 +7 New
GC
107
Guggenheim Capital
Illinois
– -$15.6M -3,403,924 Closed
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
– -$3.23M -625,604 Closed
NC
109
Northpointe Capital
Michigan
– -$2.56M -560,380 Closed
DCM
110
Divisar Capital Management
California
– -$1.5M -328,875 Closed
Renaissance Technologies
111
Renaissance Technologies
New York
– -$1.07M -233,911 Closed
TEE
112
Tibra Equities Europe
United Kingdom
– -$800K -175,039 Closed
AAMU
113
Amundi Asset Management US
Massachusetts
– -$774K -169,304 Closed
AAP
114
Ardsley Advisory Partners
Connecticut
– -$343K -75,000 Closed
ECM
115
Element Capital Management
New York
– -$334K -73,130 Closed
VF
116
Virtu Financial
New York
– -$193K -42,176 Closed
WAM
117
Weiss Asset Management
Massachusetts
– -$174K -37,976 Closed
Jane Street
118
Jane Street
New York
– -$151K -29,171 Closed
SEI Investments
119
SEI Investments
Pennsylvania
– -$133K -29,049 Closed
Verition Fund Management
120
Verition Fund Management
Connecticut
– -$131K -28,716 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$131K -28,621 Closed
JG
122
Jefferies Group
New York
– -$109K -23,800 Closed
LCM
123
Laurion Capital Management
New York
– -$106K -23,300 Closed
AGM
124
Alpine Global Management
New York
– -$96K -21,062 Closed
Squarepoint
125
Squarepoint
New York
– -$94K -20,549 Closed
2 3 4
5
6

ENPH Hedge Fund Activity: Q2 2018 in Review

106 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2018, worth a combined $254M — up 91% from $133M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ENPH positions and 22 closed out — a net gain of 29 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $15.6M sold.

  • 106 institutional investors held Enphase Energy (ENPH) as of Q2 2018, up from 77 in Q1 2018.
  • Funds reported $254M of Enphase Energy stock for Q2 2018, up 91% quarter-over-quarter.
  • 51 funds opened new Enphase Energy positions in Q2 2018 and 22 closed out, a net change of +29 holders.
  • The largest Enphase Energy buyer in Q2 2018 was BlackRock, an estimated $24.9M added.
  • The largest Enphase Energy seller in Q2 2018 was Guggenheim Capital, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2018.