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Enphase Energy

77 hedge funds and large institutions have $133M invested in Enphase Energy in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more capital invested

Capital invested by funds: $55.6M → $133M (+$77.3M)

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 6777 (+10)

3.44% more ownership

Funds ownership: 26.9%30.34% (+3.4%)

63% less call options, than puts

Call options by funds: $761K | Put options by funds: $2.06M

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
31
Reduced
15
Closed
12
Calls
$761K
Puts
$2.06M
Net Calls
-$1.3M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
1
Electron Capital Partners
New York
$19.4M +$5.63K +1,854 +0%
TGM
2
Tenzing Global Management
California
$17.7M -$362K -119,305 -3%
GC
3
Guggenheim Capital
Illinois
$15.6M +$10.3M +3,384,319 +17,263%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.3M +$867K +285,600 +12%
GGHC
5
Gilder Gagnon Howe & Co
New York
$7.56M -$695K -228,866 -12%
OWIM
6
Old West Investment Management
California
$6.74M -$926K -304,845 -17%
Millennium Management
7
Millennium Management
New York
$4.69M +$2.47M +812,493 +379%
Invesco
8
Invesco
Georgia
$3.62M +$2.41M +791,956 New
BlackRock
9
BlackRock
New York
$3.35M +$2.75K +904 +0.1%
BCM
10
Bridgeway Capital Management
Texas
$2.92M +$904K +297,800 +88%
RA
11
Royce & Associates
New York
$2.91M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.86M +$1.47M +482,929 +338%
NC
13
Northpointe Capital
Michigan
$2.56M +$1.7M +560,380 New
KPF
14
K2 Principal Fund
Ontario, Canada
$2.47M +$849K +279,507 +107%
Goldman Sachs
15
Goldman Sachs
New York
$2.29M +$1.36M +448,859 +848%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.15M +$1.43M +471,143 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.88M +$129K +42,632 +12%
EI
18
EAM Investors
California
$1.79M -$400K -131,548 -25%
BCM
19
BlueCrest Capital Management
Jersey
$1.65M +$1.1M +361,298 New
DCM
20
Divisar Capital Management
California
$1.5M -$4.1M -1,351,231 -80%
WA
21
Wasatch Advisors
Utah
$1.37M +$152K +50,000 +20%
EGI
22
EAM Global Investors
California
$1.26M -$205K -67,603 -20%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.23M
Renaissance Technologies
24
Renaissance Technologies
New York
$1.07M +$330K +108,511 +87%
TEE
25
Tibra Equities Europe
United Kingdom
$800K +$532K +175,039 New

ENPH Hedge Fund Activity: Q1 2018 in Review

77 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2018, worth a combined $133M — up 139% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ENPH positions and 12 closed out — a net gain of 11 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $10.3M. The largest seller was Divisar Capital Management, cutting an estimated $4.1M.

  • 77 institutional investors held Enphase Energy (ENPH) as of Q1 2018, up from 67 in Q4 2017.
  • Funds reported $133M of Enphase Energy stock for Q1 2018, up 139% quarter-over-quarter.
  • 23 funds opened new Enphase Energy positions in Q1 2018 and 12 closed out, a net change of +11 holders.
  • The largest Enphase Energy buyer in Q1 2018 was Guggenheim Capital, an estimated $10.3M added.
  • The largest Enphase Energy seller in Q1 2018 was Divisar Capital Management, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2018.