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SolarEdge

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88%78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$1.91M
BRCM
252
Bright Rock Capital Management
Massachusetts
$1.86M
TCM
253
Tributary Capital Management
Nebraska
$1.85M +$1.25M +4,600 +194%
MIP
254
Marietta Investment Partners
Wisconsin
$1.85M
SSA
255
Schonfeld Strategic Advisors
New York
$1.75M -$672K -2,469 -27%
URS
256
Utah Retirement Systems
Utah
$1.75M -$136K -500 -7%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$1.74M
Balyasny Asset Management
258
Balyasny Asset Management
Illinois
$1.73M +$629K +2,309 +55%
GAA
259
Green Alpha Advisors
Colorado
$1.69M +$61K +224 +4%
Verition Fund Management
260
Verition Fund Management
Connecticut
$1.68M +$1.73M +6,344 New
SSA
261
South Street Advisors
New York
$1.68M -$175K -643 -9%
GF
262
Gabelli Funds
New York
$1.66M +$1.44M +5,300 +558%
AFG
263
Albion Financial Group
Utah
$1.59M +$35.9K +132 +2%
CGH
264
Crossmark Global Holdings
Texas
$1.55M -$54.4K -200 -3%
BL
265
BFSG LLC
California
$1.53M +$1.57M +5,784 New
CL
266
CIM LLC
New York
$1.52M +$42.2K +155 +4%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$1.46M +$132K +486 +10%
IAA
268
Independent Advisor Alliance
North Carolina
$1.45M -$974K -3,577 -40%
II
269
Inspire Investing
Idaho
$1.44M +$558K +2,049 +61%
X
270
Xponance
Pennsylvania
$1.43M -$272 -1 -0%
JAM
271
Jupiter Asset Management
United Kingdom
$1.42M
NAM
272
Nissay Asset Management
Japan
$1.41M +$64.8K +238 +5%
Two Sigma Investments
273
Two Sigma Investments
New York
$1.35M -$687K -2,523 -33%
AA
274
Altman Advisors
Illinois
$1.34M +$18.2K +67 +2%
HF
275
HRT Financial
New York
$1.34M -$39.7M -146,019 -97%

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.