Enovix
ENVX
253 hedge funds and large institutions have $1.44B invested in Enovix in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 47 reducing their positions, and 27 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 47
111% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 27
37% more call options, than puts
Call options by funds: $423M | Put options by funds: $308M
22% more capital invested
Capital invested by funds: $1.18B → $1.44B (+$256M)
13% more funds holding
Funds holding: 224 → 253 (+29)
0.07% more ownership
Funds ownership: 57.49% → 57.55% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$37.4M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$29.4M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$25.2M |
| 4 |
BlackRock
New York
|
+$22.8M |
| 5 |
Morgan Stanley
New York
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EV
Eclipse Ventures
Palo Alto,
California
|
-$113M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.4M |
| 3 |
Renaissance Technologies
New York
|
-$15.4M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$14.7M |
| 5 |
Two Sigma Advisers
New York
|
-$13M |
ENVX Hedge Fund Activity: Q2 2023 in Review
253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enovix (ENVX) for Q2 2023, worth a combined $1.44B — up 22% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ENVX positions and 27 closed out — a net gain of 30 holders — while 114 added to existing stakes and 47 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $37.4M. The largest seller was Eclipse Ventures, exiting entirely with an estimated $113M sold.
- 253 institutional investors held Enovix (ENVX) as of Q2 2023, up from 224 in Q1 2023.
- Funds reported $1.44B of Enovix stock for Q2 2023, up 22% quarter-over-quarter.
- 57 funds opened new Enovix positions in Q2 2023 and 27 closed out, a net change of +30 holders.
- The largest Enovix buyer in Q2 2023 was Goldman Sachs, an estimated $37.4M added.
- The largest Enovix seller in Q2 2023 was Eclipse Ventures, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2023.