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Enphase Energy

940 hedge funds and large institutions have $27.2B invested in Enphase Energy in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 364 increasing their positions, 318 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 84

14% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 318

6% more funds holding

Funds holding: 887940 (+53)

0.01% more ownership

Funds ownership: 75.94%75.95% (+0.01%)

4% less capital invested

Capital invested by funds: $28.3B → $27.2B (-$1.12B)

22% less funds holding in top 10

Funds holding in top 10: 3729 (-8)

28% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $2.49B

Holders
940
Holders Change
+53
Holders Change %
+5.98%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.47%
New
157
Increased
364
Reduced
318
Closed
84
Calls
$1.78B
Puts
$2.49B
Net Calls
-$708M
Net Calls Change
-$2.32B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B +$86.9M +298,751 +2%
BlackRock
2
BlackRock
New York
$3.74B -$11.5M -39,571 -0.3%
State Street
3
State Street
Massachusetts
$1.37B -$19.9M -68,523 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$975M +$242M +831,981 +29%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$753M +$21.8M +75,001 +3%
Invesco
6
Invesco
Georgia
$698M -$67.7M -232,597 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$534M +$82.9M +285,057 +16%
Morgan Stanley
8
Morgan Stanley
New York
$388M +$40M +137,394 +10%
Amundi
9
Amundi
France
$382M -$101M -347,356 -18%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$354M -$23.6M -81,200 -6%
Northern Trust
11
Northern Trust
Illinois
$353M +$5.1M +17,513 +1%
Jennison Associates
12
Jennison Associates
New York
$344M +$119M +409,697 +46%
Norges Bank
13
Norges Bank
Norway
$325M +$46.1M +158,464 +15%
Coatue Management
14
Coatue Management
New York
$302M -$18M -61,747 -5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$284M +$210M +722,724 +206%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$277M +$16.6M +56,939 +6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$272M -$304M -1,046,261 -50%
First Trust Advisors
18
First Trust Advisors
Illinois
$238M -$48.8M -167,690 -16%
Legal & General Group
19
Legal & General Group
United Kingdom
$236M -$8.7M -29,893 -3%
Brown Advisory
20
Brown Advisory
Maryland
$226M -$37.9M -130,387 -13%
Millennium Management
21
Millennium Management
New York
$226M +$49M +168,388 +25%
Swedbank
22
Swedbank
Sweden
$215M -$3.05M -10,489 -1%
Marshall Wace
23
Marshall Wace
United Kingdom
$206M +$48M +164,865 +27%
Bank of America
24
Bank of America
North Carolina
$198M +$66.6M +229,071 +44%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$196M -$46.3M -159,046 -18%

ENPH Hedge Fund Activity: Q4 2022 in Review

940 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2022, worth a combined $27.2B — down 4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new ENPH positions and 84 closed out — a net gain of 73 holders — while 364 added to existing stakes and 318 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $242M. The largest seller was VOYA Investment Management, cutting an estimated $304M.

  • 940 institutional investors held Enphase Energy (ENPH) as of Q4 2022, up from 887 in Q3 2022.
  • Funds reported $27.2B of Enphase Energy stock for Q4 2022, down 4% quarter-over-quarter.
  • 157 funds opened new Enphase Energy positions in Q4 2022 and 84 closed out, a net change of +73 holders.
  • The largest Enphase Energy buyer in Q4 2022 was Fidelity Investments, an estimated $242M added.
  • The largest Enphase Energy seller in Q4 2022 was VOYA Investment Management, an estimated $304M sold.

Based on aggregated 13F filings for Q4 2022.