Enovix
ENVX
92 hedge funds and large institutions have $1.06B invested in Enovix in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 7 closing their positions.
800% more funds holding in top 10
Funds holding in top 10: 1 → 9 (+8)
800% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 7
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
341% more capital invested
Capital invested by funds: $242M → $1.06B (+$823M)
156% more funds holding
Funds holding: 36 → 92 (+56)
30% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $18.6M
4.38% more ownership
Funds ownership: 41.88% → 46.27% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$219M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$159M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$122M |
| 4 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$40.3M |
| 5 |
ECP
Electron Capital Partners
New York
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.53M |
| 2 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$2.3M |
| 3 |
Millennium Management
New York
|
-$2.28M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$874K |
| 5 |
ACM
Atika Capital Management
New York
|
-$645K |
ENVX Hedge Fund Activity: Q3 2021 in Review
92 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Enovix (ENVX) for Q3 2021, worth a combined $1.06B — up 341% from $242M a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ENVX positions and 7 closed out — a net gain of 56 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Park West Asset Management, opening a new position worth an estimated $219M. The largest seller was Goldman Sachs, cutting an estimated $9.53M.
- 92 institutional investors held Enovix (ENVX) as of Q3 2021, up from 36 in Q2 2021.
- Funds reported $1.06B of Enovix stock for Q3 2021, up 341% quarter-over-quarter.
- 63 funds opened new Enovix positions in Q3 2021 and 7 closed out, a net change of +56 holders.
- The largest Enovix buyer in Q3 2021 was Park West Asset Management, an estimated $219M added.
- The largest Enovix seller in Q3 2021 was Goldman Sachs, an estimated $9.53M sold.
Based on aggregated 13F filings for Q3 2021.