ENPH Enphase Energy Inc

NASDAQ
$36.35

Enphase Energy Inc (ENPH) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-24.53
20 buyers / 33 sellers
SELLING
Funds compared
53
funds with comparable ENPH positions
38 current holders · 42 prior-quarter holders
Net share change
-13.74M
+4.71M added, -18.45M cut
Position activity
11 new 9 increased 18 reduced 15 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Slate Path Capital Long/Short Increased +1.68M +184.3% $82.6M 1.9% 67
Contour Asset Management Long/Short Tech Sold Out -620.6K -100.0% $30.6M 0.0% 66
Cartenna Capital Long/Short Sold Out -800.0K -100.0% $39.4M 0.0% 65
Point72 Asset Management, L.P. Sold Out -434.8K -100.0% $21.4M 0.0% 64
Encompass Capital Advisors Long/Short Sold Out -720.3K -100.0% $35.5M 0.0% 63
Electron Capital Partners Long/Short Sold Out -488.9K -100.0% $24.1M 0.0% 62
Alyeska Investment Group, L.P. Reduced -5.54M -94.7% $272.7M 0.0% 62
MARSHALL WACE, LLP Long/Short New +335.0K $16.5M 0.0% 60
Squarepoint Ops LLC Quant New +313.7K $15.4M 0.0% 59
Holocene Advisors, LP Reduced -3.26M -97.1% $160.7M 0.0% 58

Most significant buyers

By move score, not size.

  • Slate Path Capital Increased · +1.68M
  • MARSHALL WACE, LLP New · +335.0K
  • Squarepoint Ops LLC New · +313.7K
  • WORLDQUANT MILLENNIUM ADVISORS LLC New · +183.2K
  • MILLENNIUM MANAGEMENT LLC Increased · +1.21M

Most significant sellers

By move score, not size.

  • Contour Asset Management Sold Out · -620.6K
  • Cartenna Capital Sold Out · -800.0K
  • Point72 Asset Management, L.P. Sold Out · -434.8K
  • Encompass Capital Advisors Sold Out · -720.3K
  • Electron Capital Partners Sold Out · -488.9K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Slate Path Capital 1 2.6M 909.9K +1.68M +184.3% 1.9% Increased 67
Contour Asset Management 2 0 620.6K -620.6K -100.0% 0.0% Sold Out 66
Cartenna Capital 2 0 800.0K -800.0K -100.0% 0.0% Sold Out 65
Point72 Asset Management, L.P. 1 0 434.8K -434.8K -100.0% 0.0% Sold Out 64
Encompass Capital Advisors 3 0 720.3K -720.3K -100.0% 0.0% Sold Out 63
Electron Capital Partners 2 0 488.9K -488.9K -100.0% 0.0% Sold Out 62
Alyeska Investment Group, L.P. 2 307.2K 5.8M -5.54M -94.7% 0.0% Reduced 62
MARSHALL WACE, LLP 2 335.0K 0 +335.0K 0.0% New 60
Squarepoint Ops LLC 2 313.7K 0 +313.7K 0.0% New 59
Holocene Advisors, LP 2 98.8K 3.4M -3.26M -97.1% 0.0% Reduced 58
WORLDQUANT MILLENNIUM ADVISORS LLC 2 183.2K 0 +183.2K 0.0% New 58
MILLENNIUM MANAGEMENT LLC 2 1.4M 235.9K +1.21M +511.9% 0.1% Increased 57
Tudor Investment Corporation 2 180.5K 0 +180.5K 0.0% New 56
Voloridge Investment Management 2 0 124.1K -124.1K -100.0% 0.0% Sold Out 55
Balyasny Asset Management L.P. 2 4.4K 480.0K -475.6K -99.1% 0.0% Reduced 55
ExodusPoint Capital Management 3 0 90.3K -90.3K -100.0% 0.0% Sold Out 54
Jain Global 3 52.0K 0 +52.0K 0.0% New 54
Alphadyne Asset Management 3 0 30.1K -30.1K -100.0% 0.0% Sold Out 54
Verition Fund Management 2 0 18.7K -18.7K -100.0% 0.0% Sold Out 54
Hudson Bay Capital Management 3 13.8K 0 +13.8K 0.0% New 53
Schonfeld Strategic Advisors 3 0 23.8K -23.8K -100.0% 0.0% Sold Out 53
Capstone Investment Advisors 3 6.8K 0 +6.8K 0.0% New 53
Parallax Volatility Advisers 3 0 25.3K -25.3K -100.0% 0.0% Sold Out 52
Aquatic Capital Management 4 0 202.6K -202.6K -100.0% 0.0% Sold Out 51
Boothbay Fund Management 4 0 101.7K -101.7K -100.0% 0.0% Sold Out 51
D. E. Shaw & Co., Inc. 1 661.1K 2.3M -1.67M -71.6% 0.0% Reduced 51
Y-Intercept 4 71.8K 0 +71.8K 0.1% New 51
CITADEL ADVISORS LLC 1 704.9K 2.3M -1.62M -69.7% 0.0% Reduced 50
Engineers Gate 4 176.1K 0 +176.1K 0.1% New 50
Quinn Opportunity Partners 4 0 6.0K -6.0K -100.0% 0.0% Sold Out 49
Bridgewater Associates 1 18.7K 56.1K -37.4K -66.7% 0.0% Reduced 49
Winton Group 4 0 10.7K -10.7K -100.0% 0.0% Sold Out 48
RENAISSANCE TECHNOLOGIES LLC 1 296.4K 888.6K -592.2K -66.6% 0.0% Reduced 48
Centiva Capital 4 4.1K 0 +4.1K 0.0% New 48
Man Group 3 170.3K 34.4K +135.9K +395.2% 0.0% Increased 48
LMR Partners 3 6.1K 110.8K -104.7K -94.5% 0.0% Reduced 48
Graham Capital Management 3 199.0K 10.9K +188.1K +1718.0% 0.4% Increased 47
Lighthouse Investment Partners 3 58.2K 11.0K +47.3K +431.9% 0.1% Increased 47
Quantbot Technologies 4 2.3K 0 +2.3K 0.0% New 45
Brevan Howard Capital Management 3 29.4K 9.8K +19.6K +199.2% 0.0% Increased 43
CenterBook Partners 4 32.1K 182.2K -150.0K -82.4% 0.1% Reduced 42
Walleye Capital 3 39.8K 128.2K -88.5K -69.0% 0.0% Reduced 40
Quadrature Capital 3 74.1K 46.3K +27.8K +60.0% 0.0% Increased 39
Wolverine Asset Management 2 156.4K 254.1K -97.7K -38.5% 0.5% Reduced 37
Weiss Asset Management 2 34.6K 62.4K -27.8K -44.6% 0.0% Reduced 36
COATUE MANAGEMENT LLC 1 1.6M 1.6M -91.0K -5.5% 0.2% Reduced 34
TWO SIGMA INVESTMENTS, LP 2 4.7M 5.5M -820.5K -15.0% 0.2% Reduced 34
Capital Fund Management 3 223.3K 369.9K -146.6K -39.6% 0.1% Reduced 34
Trexquant Investment 3 281.4K 214.4K +67.0K +31.2% 0.1% Increased 30
AQR Capital Management 3 20.9K 30.6K -9.7K -31.7% 0.0% Reduced 28
Caption Management 3 39.0K 55.0K -16.0K -29.1% 0.1% Reduced 27
Interval Partners 3 8.6K 7.2K +1.3K +18.3% 0.0% Increased 26
Edgestream Partners 4 13.1K 16.3K -3.2K -19.5% 0.0% Reduced 23

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.