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Enphase Energy

637 hedge funds and large institutions have $14.1B invested in Enphase Energy in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 219 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 219

1% more funds holding

Funds holding: 628637 (+9)

1.31% more ownership

Funds ownership: 68.58%69.89% (+1.3%)

17% less capital invested

Capital invested by funds: $17.1B → $14.1B (-$2.96B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

35% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.2B

Holders
637
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
11.15%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
82
Increased
257
Reduced
219
Closed
65
Calls
$784M
Puts
$1.2B
Net Calls
-$419M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.09B +$51.5M +300,326 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.08B -$53.9M -314,304 -2%
State Street
3
State Street
Massachusetts
$758M +$10.5M +61,355 +1%
Invesco
4
Invesco
Georgia
$602M -$56.4M -328,478 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$368M +$3.35M +19,541 +0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$348M +$1.97M +11,462 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$322M +$83.3M +485,531 +29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$317M -$9.46M -55,110 -3%
Capital International Investors
9
Capital International Investors
California
$301M +$18.6M +108,347 +6%
Northern Trust
10
Northern Trust
Illinois
$204M +$3.27M +19,063 +1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$193M +$10.8M +63,028 +5%
First Trust Advisors
12
First Trust Advisors
Illinois
$193M -$22.2M -129,616 -9%
GGHC
13
Gilder Gagnon Howe & Co
New York
$187M -$9.09M -52,989 -4%
Wells Fargo
14
Wells Fargo
California
$167M +$43.2M +251,607 +29%
CS
15
Credit Suisse
Switzerland
$162M -$8.08M -47,109 -4%
BNP Paribas Asset Management
16
BNP Paribas Asset Management
France
$158M -$99.4M -579,277 -35%
Norges Bank
17
Norges Bank
Norway
$156M -$10.7M -62,408 -6%
Morgan Stanley
18
Morgan Stanley
New York
$151M +$8.06M +46,966 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$149M +$4.35M +25,327 +3%
Bank of America
20
Bank of America
North Carolina
$131M +$31.1M +181,508 +26%
Legal & General Group
21
Legal & General Group
United Kingdom
$129M +$14.1M +82,336 +11%
GIM
22
Granahan Investment Management
Massachusetts
$122M -$19.9M -115,941 -13%
Brown Advisory
23
Brown Advisory
Maryland
$118M +$135M +786,347 +31,708%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$118M +$135M +787,860 New
Swedbank
25
Swedbank
Sweden
$106M +$199K +1,158 +0.2%

ENPH Hedge Fund Activity: Q3 2021 in Review

637 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2021, worth a combined $14.1B — down 17% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ENPH positions and 65 closed out — a net gain of 17 holders — while 257 added to existing stakes and 219 trimmed.

The largest buyer was Brown Advisory, adding an estimated $135M. The largest seller was BNP Paribas Asset Management, cutting an estimated $99.4M.

  • 637 institutional investors held Enphase Energy (ENPH) as of Q3 2021, up from 628 in Q2 2021.
  • Funds reported $14.1B of Enphase Energy stock for Q3 2021, down 17% quarter-over-quarter.
  • 82 funds opened new Enphase Energy positions in Q3 2021 and 65 closed out, a net change of +17 holders.
  • The largest Enphase Energy buyer in Q3 2021 was Brown Advisory, an estimated $135M added.
  • The largest Enphase Energy seller in Q3 2021 was BNP Paribas Asset Management, an estimated $99.4M sold.

Based on aggregated 13F filings for Q3 2021.