Enovix
ENVX
277 hedge funds and large institutions have $1.3B invested in Enovix in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 38 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
98% more call options, than puts
Call options by funds: $424M | Put options by funds: $214M
97% more capital invested
Capital invested by funds: $661M → $1.3B (+$644M)
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
40% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 77
5% more funds holding
Funds holding: 265 → 277 (+12)
0.99% more ownership
Funds ownership: 55.76% → 56.75% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.8M |
| 3 |
Jane Street
New York
|
+$9.83M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.72M |
| 5 |
Morgan Stanley
New York
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$17.2M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$16.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$15.6M |
| 4 |
Two Sigma Investments
New York
|
-$12.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.47M |
ENVX Hedge Fund Activity: Q2 2024 in Review
277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enovix (ENVX) for Q2 2024, worth a combined $1.3B — up 97% from $661M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ENVX positions and 38 closed out — a net gain of 17 holders — while 108 added to existing stakes and 77 trimmed.
The largest buyer was Driehaus Capital Management, adding an estimated $14.5M. The largest seller was Two Sigma Advisers, cutting an estimated $17.2M.
- 277 institutional investors held Enovix (ENVX) as of Q2 2024, up from 265 in Q1 2024.
- Funds reported $1.3B of Enovix stock for Q2 2024, up 97% quarter-over-quarter.
- 55 funds opened new Enovix positions in Q2 2024 and 38 closed out, a net change of +17 holders.
- The largest Enovix buyer in Q2 2024 was Driehaus Capital Management, an estimated $14.5M added.
- The largest Enovix seller in Q2 2024 was Two Sigma Advisers, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2024.