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SolarEdge
SEDG

462 hedge funds and large institutions have $10.4B invested in SolarEdge in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

67% more capital invested

Capital invested by funds: $6.21B → $10.4B (+$4.14B)

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

17% more funds holding

Funds holding: 396 → 462 (+66)

10% less call options, than puts

Call options by funds: $358M | Put options by funds: $395M

3.48% less ownership

Funds ownership: 90.52% → 87.05% (-3.5%)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
462
Holders Change
+66
Holders Change %
+16.67%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.38%
New
113
Increased
141
Reduced
162
Closed
45
Calls
$358M
Puts
$395M
Net Calls
-$37.7M
Net Calls Change
+$121M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$302M
2
JP Morgan Chase
JP Morgan Chase
New York
+$281M
3
Invesco
Invesco
Georgia
+$61.4M
4
BlackRock
BlackRock
New York
+$49.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$190M
2
SCH
Sylebra Capital (HK)
Hong Kong
-$116M
3
IAM
Ion Asset Management
Israel
-$112M
4
MMH
Menora Mivtachim Holdings
Israel
-$84.1M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
251
Logan Capital Management
Pennsylvania
$1.08M +$116K +605 +15%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$841K +4,377 +3,588%
LIA
253
LS Investment Advisors
Michigan
$1.07M -$35K -182 -4%
LOIM
254
Liberty One Investment Management
Illinois
$1.05M -$126K -657 -13%
CM
255
CoreCommodity Management
Connecticut
$1.03M +$4.23K +22 +0.5%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$1.02M -$55.2K -287 -6%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$1.01M +$812K +4,223 New
MCM
258
Mitchell Capital Management
Kansas
$992K +$25.2K +131 +3%
CL
259
CIM LLC
New York
$976K -$670K -3,486 -45%
SFM
260
Sphera Funds Management
Israel
$957K -$8.07M -42,000 -91%
Axa
261
Axa
France
$953K -$5.42M -28,200 -88%
Los Angeles Capital Management
262
Los Angeles Capital Management
California
$932K -$13.9M -72,222 -95%
GIPM
263
G2 Investment Partners Management
New York
$906K -$3.5M -18,227 -83%
VF
264
Virtu Financial
New York
$904K +$729K +3,793 New
JCM
265
Jag Capital Management
Missouri
$888K +$250K +1,300 +54%
KWILP
266
Kiwi Wealth Investments Limited Partnership
New Zealand
$885K +$310K +1,613 +77%
SO
267
STRS Ohio
Ohio
$866K +$699K +3,635 New
APA
268
American Portfolios Advisors
New York
$829K -$306K -1,590 -31%
EWM
269
Evercore Wealth Management
New York
$798K +$1.73K +9 +0.3%
EGA
270
Eagle Global Advisors
Texas
$787K +$634K +3,300 New
OC
271
Oppenheimer & Co
New York
$773K -$220K -1,144 -26%
HF
272
HRT Financial
New York
$756K +$610K +3,176 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$746K – – –
SP
274
Symmetry Partners
Connecticut
$731K +$590K +3,069 New
EPA
275
Element Pointe Advisors
Florida
$719K – – –
9 10
11
12 13

SEDG Hedge Fund Activity: Q3 2020 in Review

462 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2020, worth a combined $10.4B — up 67% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SEDG positions and 45 closed out — a net gain of 68 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $190M.

  • 462 institutional investors held SolarEdge (SEDG) as of Q3 2020, up from 396 in Q2 2020.
  • Funds reported $10.4B of SolarEdge stock for Q3 2020, up 67% quarter-over-quarter.
  • 113 funds opened new SolarEdge positions in Q3 2020 and 45 closed out, a net change of +68 holders.
  • The largest SolarEdge buyer in Q3 2020 was Fidelity International, an estimated $302M added.
  • The largest SolarEdge seller in Q3 2020 was Fidelity Investments, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.