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SolarEdge

289 hedge funds and large institutions have $3.3B invested in SolarEdge in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.48B → $3.3B (+$823M)

17% more funds holding

Funds holding: 248289 (+41)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

0% more call options, than puts

Call options by funds: $175M | Put options by funds: $175M

1.26% less ownership

Funds ownership: 83.39%82.13% (-1.3%)

Holders
289
Holders Change
+41
Holders Change %
+16.53%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
81
Increased
89
Reduced
78
Closed
37
Calls
$175M
Puts
$175M
Net Calls
+$627K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$30K
HS
252
Horan Securities
United States
$29K
Lazard Asset Management
253
Lazard Asset Management
New York
$29K +$25.9K +347 New
RE
254
RBC Europe
United Kingdom
$28K +$4.85K +65 +24%
APA
255
American Portfolios Advisors
New York
$24K +$18K +242 +538%
AP
256
Advisors Preferred
Maryland
$20K +$17.7K +237 New
ASN
257
Advisory Services Network
Georgia
$19K
NFG
258
Next Financial Group
Texas
$18K +$15.7K +210 New
RWA
259
Ropes Wealth Advisors
Massachusetts
$15K +$13.4K +180 New
SF
260
Synovus Financial
Georgia
$12K
PCG
261
Private Capital Group
Connecticut
$9K +$8.2K +110 New
SPIA
262
Steward Partners Investment Advisory
New York
$8K
CFGS
263
Concourse Financial Group Securities
Alabama
$8K +$6.93K +93 New
AF
264
Advisornet Financial
Minnesota
$8K +$7.46K +100 New
RCAG
265
Rehmann Capital Advisory Group
Michigan
$6.28K -$31.3K -420 -85%
TRCT
266
Tower Research Capital (TRC)
New York
$6K -$76.9K -1,031 -94%
TWA
267
TCI Wealth Advisors
Arizona
$6K +$522 +7 +11%
GWMIA
268
Global Wealth Management Investment Advisory
Florida
$6K +$5.59K +75 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$5K
VFA
270
Valeo Financial Advisors
Indiana
$5K +$4.1K +55 New
RFA
271
Reilly Financial Advisors
California
$5K +$4.32K +58 New
CT
272
Clearstead Trust
Maine
$5K +$4.62K +62 New
KHLMVGHM
273
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.6K
HGWM
274
Harvest Group Wealth Management
Massachusetts
$4K +$1.04K +14 +37%
MIM
275
Macroview Investment Management
Maryland
$4K +$3.28K +44 New

SEDG Hedge Fund Activity: Q3 2019 in Review

289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2019, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SEDG positions and 37 closed out — a net gain of 44 holders — while 89 added to existing stakes and 78 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $52.8M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $71.6M.

  • 289 institutional investors held SolarEdge (SEDG) as of Q3 2019, up from 248 in Q2 2019.
  • Funds reported $3.3B of SolarEdge stock for Q3 2019, up 33% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q3 2019 and 37 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q3 2019 was Migdal Insurance & Financial Holdings, an estimated $52.8M added.
  • The largest SolarEdge seller in Q3 2019 was Menora Mivtachim Holdings, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.