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Enphase Energy

628 hedge funds and large institutions have $17.1B invested in Enphase Energy in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 261 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 200

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.31B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.38% more ownership

Funds ownership: 67.2%68.58% (+1.4%)

4% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 92

0% less funds holding

Funds holding: 631628 (-3)

8% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.36B

Holders
628
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
96
Increased
261
Reduced
200
Closed
92
Calls
$1.25B
Puts
$1.36B
Net Calls
-$113M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6B +$113M +769,132 +6%
BlackRock
2
BlackRock
New York
$2.5B +$83.5M +568,934 +4%
State Street
3
State Street
Massachusetts
$917M +$46.8M +319,197 +7%
Invesco
4
Invesco
Georgia
$798M -$99.1M -675,511 -13%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$446M +$19M +129,478 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$424M -$253M -1,722,811 -43%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$398M -$72.9M -497,137 -19%
Capital International Investors
8
Capital International Investors
California
$349M +$141M +962,049 +103%
Ameriprise
9
Ameriprise
Minnesota
$304M +$173M +1,182,686 +249%
BNP Paribas Asset Management
10
BNP Paribas Asset Management
France
$300M +$84.2M +573,764 +54%
First Trust Advisors
11
First Trust Advisors
Illinois
$260M +$12.8M +87,206 +7%
Northern Trust
12
Northern Trust
Illinois
$247M +$12.8M +87,048 +7%
GGHC
13
Gilder Gagnon Howe & Co
New York
$238M -$22.4M -152,489 -11%
Allianz Asset Management
14
Allianz Asset Management
Germany
$225M +$24.2M +164,740 +16%
CS
15
Credit Suisse
Switzerland
$207M +$35.3M +240,565 +27%
Norges Bank
16
Norges Bank
Norway
$203M +$17.6M +120,217 +12%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$179M +$73.5M +500,957 +105%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$177M +$8.98M +61,228 +7%
Morgan Stanley
19
Morgan Stanley
New York
$177M +$6.91M +47,109 +5%
GIM
20
Granahan Investment Management
Massachusetts
$170M -$26M -177,421 -16%
Charles Schwab
21
Charles Schwab
California
$169M +$9.66M +65,847 +8%
FAM
22
Fred Alger Management
New York
$167M +$62.9M +428,989 +89%
Wells Fargo
23
Wells Fargo
California
$158M +$7.27M +49,565 +6%
Legal & General Group
24
Legal & General Group
United Kingdom
$142M +$20.1M +137,353 +22%
American Century Companies
25
American Century Companies
Missouri
$135M +$106M +723,281 +6,341%

ENPH Hedge Fund Activity: Q2 2021 in Review

628 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2021, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ENPH positions and 92 closed out — a net gain of 4 holders — while 261 added to existing stakes and 200 trimmed.

The largest buyer was Ameriprise, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 628 institutional investors held Enphase Energy (ENPH) as of Q2 2021, down from 631 in Q1 2021.
  • Funds reported $17.1B of Enphase Energy stock for Q2 2021, up 16% quarter-over-quarter.
  • 96 funds opened new Enphase Energy positions in Q2 2021 and 92 closed out, a net change of +4 holders.
  • The largest Enphase Energy buyer in Q2 2021 was Ameriprise, an estimated $173M added.
  • The largest Enphase Energy seller in Q2 2021 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q2 2021.