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SolarEdge
SEDG

676 hedge funds and large institutions have $13.6B invested in SolarEdge in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

25% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.73B)

5% more funds holding

Funds holding: 642 → 676 (+34)

0.67% more ownership

Funds ownership: 85.31% → 85.98% (+0.67%)

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 250

12% less call options, than puts

Call options by funds: $724M | Put options by funds: $825M

Holders
676
Holders Change
+34
Holders Change %
+5.3%
% of All Funds
10.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
110
Increased
235
Reduced
250
Closed
66
Calls
$724M
Puts
$825M
Net Calls
-$100M
Net Calls Change
+$12.8M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$127M
2
SM
Senvest Management
New York
+$112M
3
DCP
DSM Capital Partners
Florida
+$95.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$86.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
2
BlackRock
BlackRock
New York
-$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
226
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.33M +$3.12M +11,760 New
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$3.31M -$412K -1,552 -12%
II
228
IFM Investors
Australia
$3.29M +$548K +2,065 +22%
CSCSIM
229
Clear Sky Carbon Solutions Investment Management
Texas
$3.29M +$3.08M +11,600 New
Comerica Bank
230
Comerica Bank
Texas
$3.28M +$860K +3,240 +46%
NG
231
NWK Group
California
$3.26M +$92.1K +347 +3%
KHLMTHM
232
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.25M -$1.11M -4,168 -27%
EDRH
233
Edmond de Rothschild Holding
Switzerland
$3.25M -$2.92M -11,015 -49%
YCM
234
Yousif Capital Management
Michigan
$3.18M +$982K +3,700 +49%
PFO
235
Pathstone Family Office
New Jersey
$3.07M -$209K -786 -6%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$3.05M +$372K +1,401 +15%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$3.02M +$380K +1,431 +16%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$2.97M -$30.3K -114 -1%
LCM
239
Logan Capital Management
Pennsylvania
$2.97M -$137K -517 -5%
BCV
240
Banque Cantonale Vaudoise
Switzerland
$2.87M +$251K +945 +10%
KBC Group
241
KBC Group
Belgium
$2.86M +$1.98M +7,463 +283%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.8M +$1.05M +3,965 +67%
US Bancorp
243
US Bancorp
Minnesota
$2.73M -$320K -1,205 -11%
IG
244
ING Group
Netherlands
$2.69M +$171K +644 +7%
COPPSERS
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.68M +$348K +1,310 +16%
CCM
246
Carderock Capital Management
Maryland
$2.66M +$406K +1,530 +19%
CWM
247
CIBC World Markets
New York
$2.59M +$1.27M +4,787 +110%
WC
248
Weil Company
California
$2.59M +$248K +933 +11%
AB
249
Amalgamated Bank
New York
$2.52M +$47.2K +178 +2%
OA
250
Oak Associates
Ohio
$2.52M – – –
8 9
10
11 12

SEDG Hedge Fund Activity: Q4 2022 in Review

676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2022, worth a combined $13.6B — up 25% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SEDG positions and 66 closed out — a net gain of 44 holders — while 235 added to existing stakes and 250 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 676 institutional investors held SolarEdge (SEDG) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $13.6B of SolarEdge stock for Q4 2022, up 25% quarter-over-quarter.
  • 110 funds opened new SolarEdge positions in Q4 2022 and 66 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q4 2022 was Holocene Advisors, an estimated $127M added.
  • The largest SolarEdge seller in Q4 2022 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2022.