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Enphase Energy

757 hedge funds and large institutions have $13.7B invested in Enphase Energy in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 308 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $12.1B → $13.7B (+$1.65B)

2.61% more ownership

Funds ownership: 73.46%76.07% (+2.6%)

3% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.91B

10% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 152

3% less funds holding

Funds holding: 783757 (-26)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 308

Holders
757
Holders Change
-26
Holders Change %
-3.32%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
137
Increased
227
Reduced
308
Closed
152
Calls
$1.86B
Puts
$1.91B
Net Calls
-$54.7M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B +$20.5M +192,854 +1%
BlackRock
2
BlackRock
New York
$1.9B +$33.6M +316,853 +2%
State Street
3
State Street
Massachusetts
$747M +$25.1M +236,192 +4%
Invesco
4
Invesco
Georgia
$560M +$100M +944,474 +29%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$539M +$433M +4,078,723 +387,343%
Swedbank
6
Swedbank
Sweden
$486M +$41M +386,937 +12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$413M +$8.48M +79,955 +3%
Morgan Stanley
8
Morgan Stanley
New York
$402M +$163M +1,534,872 +102%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$334M +$2.7M +25,412 +1%
Goldman Sachs
10
Goldman Sachs
New York
$287M -$58.9M -555,753 -20%
Jane Street
11
Jane Street
New York
$186M +$128M +1,203,382 +587%
Northern Trust
12
Northern Trust
Illinois
$180M +$418K +3,940 +0.3%
Amundi
13
Amundi
France
$150M -$19.5M -184,080 -13%
Legal & General Group
14
Legal & General Group
United Kingdom
$150M +$4.72M +44,478 +4%
Norges Bank
15
Norges Bank
Norway
$149M -$14.2M -133,423 -11%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$140M +$42.3M +398,452 +60%
UBS AM
17
UBS AM
Illinois
$131M +$20.1M +189,097 +23%
Mariner
18
Mariner
Kansas
$122M +$18M +169,815 +23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$116M -$20.5M -193,464 -18%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$109M +$53.2M +501,385 +159%
CS
21
Credit Suisse
Switzerland
$106M -$215K -2,028 -0.3%
Charles Schwab
22
Charles Schwab
California
$105M +$3.71M +34,992 +5%
Barclays
23
Barclays
United Kingdom
$102M -$21.1M -198,551 -20%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$92.6M +$11.6M +108,929 +18%
First Trust Advisors
25
First Trust Advisors
Illinois
$89.5M -$29.4M -277,596 -29%

ENPH Hedge Fund Activity: Q4 2023 in Review

757 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2023, worth a combined $13.7B — up 14% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ENPH and 137 opened new positions — a net loss of 15 holders — while 308 trimmed existing stakes and 227 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $433M. The largest seller was Fidelity Investments, cutting an estimated $232M.

  • 757 institutional investors held Enphase Energy (ENPH) as of Q4 2023, down from 783 in Q3 2023.
  • Funds reported $13.7B of Enphase Energy stock for Q4 2023, up 14% quarter-over-quarter.
  • 137 funds opened new Enphase Energy positions in Q4 2023 and 152 closed out, a net change of -15 holders.
  • The largest Enphase Energy buyer in Q4 2023 was Baillie Gifford & Co, an estimated $433M added.
  • The largest Enphase Energy seller in Q4 2023 was Fidelity Investments, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2023.