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Enphase Energy

210 hedge funds and large institutions have $1.81B invested in Enphase Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

46% more capital invested

Capital invested by funds: $1.24B → $1.81B (+$574M)

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

11.02% more ownership

Funds ownership: 45.61%56.62% (+11%)

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

7% more funds holding

Funds holding: 196210 (+14)

47% less call options, than puts

Call options by funds: $104M | Put options by funds: $197M

Holders
210
Holders Change
+14
Holders Change %
+7.14%
% of All Funds
4.14%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.2%
New
55
Increased
71
Reduced
64
Closed
41
Calls
$104M
Puts
$197M
Net Calls
-$92.4M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$241M +$25.9M +1,136,395 +14%
BlackRock
2
BlackRock
New York
$196M +$5.79M +254,491 +4%
PWAM
3
Park West Asset Management
California
$102M +$24.8M +1,091,314 +39%
KGA
4
KPCB GGF Associates
California
$99.6M +$86.7M +3,810,797 New
GGHC
5
Gilder Gagnon Howe & Co
New York
$97.1M +$19.7M +865,969 +30%
ECP
6
Electron Capital Partners
New York
$57.3M +$21.8M +959,763 +78%
GIM
7
Granahan Investment Management
Massachusetts
$56.1M +$19.1M +840,083 +64%
Renaissance Technologies
8
Renaissance Technologies
New York
$54.3M +$44.5M +1,956,157 +1,594%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$50.5M +$44M +1,932,032 New
State Street
10
State Street
Massachusetts
$49M +$751K +33,005 +2%
GC
11
Greenvale Capital
United Kingdom
$46.4M +$569K +25,000 +1%
N
12
Nuveen
North Carolina
$41.5M -$10.1M -443,779 -22%
WRF
13
Waddell & Reed Financial
Kansas
$41.1M +$35.8M +1,572,839 New
Bank of America
14
Bank of America
North Carolina
$40.9M +$32.8M +1,442,648 +1,185%
Invesco
15
Invesco
Georgia
$40.5M +$623K +27,378 +2%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$39.3M +$17.7M +776,883 +107%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$32.8M +$731K +32,112 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$32.3M +$2.95M +129,819 +12%
Northern Trust
19
Northern Trust
Illinois
$28.8M -$529K -23,263 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$21.9M +$13.4M +588,774 +236%
IECM
21
Intrinsic Edge Capital Management
Illinois
$19.2M +$10.7M +469,457 +176%
Norges Bank
22
Norges Bank
Norway
$15M -$1.88M -82,572 -13%
Charles Schwab
23
Charles Schwab
California
$14.9M +$550K +24,168 +4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$13.7M +$11.5M +503,496 +2,531%
LM
25
Luminus Management
Texas
$13.1M -$19.3M -846,249 -63%

ENPH Hedge Fund Activity: Q4 2019 in Review

210 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2019, worth a combined $1.81B — up 46% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ENPH positions and 41 closed out — a net gain of 14 holders — while 71 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $44.5M. The largest seller was Millennium Management, cutting an estimated $22.8M.

  • 210 institutional investors held Enphase Energy (ENPH) as of Q4 2019, up from 196 in Q3 2019.
  • Funds reported $1.81B of Enphase Energy stock for Q4 2019, up 46% quarter-over-quarter.
  • 55 funds opened new Enphase Energy positions in Q4 2019 and 41 closed out, a net change of +14 holders.
  • The largest Enphase Energy buyer in Q4 2019 was Renaissance Technologies, an estimated $44.5M added.
  • The largest Enphase Energy seller in Q4 2019 was Millennium Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2019.