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Enphase Energy

914 hedge funds and large institutions have $20.9B invested in Enphase Energy in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 302 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 302

8% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 159

1.37% less ownership

Funds ownership: 75.95%74.58% (-1.4%)

3% less funds holding

Funds holding: 940914 (-26)

16% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.61B

23% less capital invested

Capital invested by funds: $27.2B → $20.9B (-$6.23B)

31% less funds holding in top 10

Funds holding in top 10: 2920 (-9)

Holders
914
Holders Change
-26
Holders Change %
-2.77%
% of All Funds
14.57%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.32%
New
146
Increased
379
Reduced
302
Closed
159
Calls
$1.35B
Puts
$1.61B
Net Calls
-$258M
Net Calls Change
+$450M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B +$28.4M +131,167 +0.8%
BlackRock
2
BlackRock
New York
$3.13B +$162M +747,309 +5%
State Street
3
State Street
Massachusetts
$1.13B +$38.4M +177,476 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$657M -$121M -556,756 -15%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$608M +$11.1M +51,092 +2%
Invesco
6
Invesco
Georgia
$500M -$55.4M -255,567 -10%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$486M +$278M +1,283,075 +125%
Morgan Stanley
8
Morgan Stanley
New York
$282M -$27.5M -126,958 -9%
Norges Bank
9
Norges Bank
Norway
$275M +$17.7M +81,765 +7%
Northern Trust
10
Northern Trust
Illinois
$269M -$11.3M -52,278 -4%
Goldman Sachs
11
Goldman Sachs
New York
$247M +$116M +536,441 +84%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$243M +$23.4M +108,245 +10%
JP Morgan Chase
13
JP Morgan Chase
New York
$236M -$194M -893,419 -44%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$230M +$4.88M +22,509 +2%
Swedbank
15
Swedbank
Sweden
$223M +$53.4M +246,703 +30%
First Trust Advisors
16
First Trust Advisors
Illinois
$204M +$15.5M +71,680 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$199M +$12.7M +58,771 +7%
Renaissance Technologies
18
Renaissance Technologies
New York
$198M +$128M +591,200 +168%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$188M +$114M +525,980 +143%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$186M +$77.2M +356,495 +68%
Franklin Resources
21
Franklin Resources
California
$166M +$22.8M +105,149 +15%
Charles Schwab
22
Charles Schwab
California
$152M +$3.16M +14,589 +2%
Amundi
23
Amundi
France
$151M -$181M -835,115 -52%
Coatue Management
24
Coatue Management
New York
$150M -$92M -424,930 -37%
UBS AM
25
UBS AM
Illinois
$146M +$9.86M +45,519 +7%

ENPH Hedge Fund Activity: Q1 2023 in Review

914 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2023, worth a combined $20.9B — down 23% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of ENPH and 146 opened new positions — a net loss of 13 holders — while 302 trimmed existing stakes and 379 added.

The largest buyer was VOYA Investment Management, adding an estimated $278M. The largest seller was Jennison Associates, cutting an estimated $214M.

  • 914 institutional investors held Enphase Energy (ENPH) as of Q1 2023, down from 940 in Q4 2022.
  • Funds reported $20.9B of Enphase Energy stock for Q1 2023, down 23% quarter-over-quarter.
  • 146 funds opened new Enphase Energy positions in Q1 2023 and 159 closed out, a net change of -13 holders.
  • The largest Enphase Energy buyer in Q1 2023 was VOYA Investment Management, an estimated $278M added.
  • The largest Enphase Energy seller in Q1 2023 was Jennison Associates, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2023.