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Enphase Energy

66 hedge funds and large institutions have $126M invested in Enphase Energy in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $106M → $126M (+$20.3M)

5% more funds holding

Funds holding: 6366 (+3)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

57% less call options, than puts

Call options by funds: $539K | Put options by funds: $1.26M

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
19
Closed
11
Calls
$539K
Puts
$1.26M
Net Calls
-$726K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
1
Third Point
New York
$54.8M
William Blair & Company
2
William Blair & Company
Illinois
$13.6M -$700K -90,492 -5%
Bank of America
3
Bank of America
North Carolina
$10.1M -$2.95M -381,527 -22%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$4.67M
GGHC
5
Gilder Gagnon Howe & Co
New York
$4.57M +$4.81M +621,285 New
Invesco
6
Invesco
Georgia
$4.47M -$1.89M -244,095 -29%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.63M +$3.82M +493,800 New
BFA
8
BlackRock Fund Advisors
California
$3.33M +$183K +23,603 +6%
GC
9
Guggenheim Capital
Illinois
$3.27M -$556K -71,804 -14%
Vanguard Group
10
Vanguard Group
Pennsylvania
$3.17M +$888K +114,733 +36%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.86M +$1.05M +135,865 +116%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$1.52M -$187K -24,200 -11%
State Street
13
State Street
Massachusetts
$1.52M +$221K +28,601 +16%
Northern Trust
14
Northern Trust
Illinois
$1.41M -$158K -20,366 -10%
BIT
15
BlackRock Institutional Trust
California
$1.16M +$36.7K +4,738 +3%
Goldman Sachs
16
Goldman Sachs
New York
$1.08M +$632K +81,698 +126%
AI
17
Axiom Investors
Connecticut
$999K +$1.05M +135,700 New
GH
18
GAM Holding
Switzerland
$984K +$1.03M +133,700 New
SIM
19
Spark Investment Management
New York
$856K -$292K -37,752 -24%
First Trust Advisors
20
First Trust Advisors
Illinois
$840K +$324K +41,857 +58%
DL
21
Delta Lloyd
Netherlands
$773K
Millennium Management
22
Millennium Management
New York
$734K +$771K +99,668 New
Morgan Stanley
23
Morgan Stanley
New York
$731K -$633K -81,842 -45%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$602K +$50.7K +6,553 +9%
BL
25
Bolton LP
Connecticut
$532K +$559K +72,300 New