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Enphase Energy
ENPH

78 hedge funds and large institutions have $161M invested in Enphase Energy in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

27% more capital invested

Capital invested by funds: $127M → $161M (+$34.7M)

18% more funds holding

Funds holding: 66 → 78 (+12)

17% more call options, than puts

Call options by funds: $283K | Put options by funds: $242K

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
31
Reduced
16
Closed
10
Calls
$283K
Puts
$242K
Net Calls
+$41K
Net Calls Change
+$767K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.95M
2
Bank of America
Bank of America
North Carolina
+$2.77M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$2.09M
4
Millennium Management
Millennium Management
New York
+$1.3M
5
RA
Royce & Associates
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.86M
2
Goldman Sachs
Goldman Sachs
New York
-$1.11M
3
Invesco
Invesco
Georgia
-$816K
4
William Blair & Company
William Blair & Company
Illinois
-$615K
5
BL
Bolton LP
Connecticut
-$532K

ENPH Hedge Fund Activity: Q2 2014 in Review

78 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2014, worth a combined $161M — up 27% from $127M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ENPH positions and 10 closed out — a net gain of 12 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.95M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.86M sold.

  • 78 institutional investors held Enphase Energy (ENPH) as of Q2 2014, up from 66 in Q1 2014.
  • Funds reported $161M of Enphase Energy stock for Q2 2014, up 27% quarter-over-quarter.
  • 22 funds opened new Enphase Energy positions in Q2 2014 and 10 closed out, a net change of +12 holders.
  • The largest Enphase Energy buyer in Q2 2014 was Fidelity Investments, an estimated $4.95M added.
  • The largest Enphase Energy seller in Q2 2014 was Wellington Management Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2014.