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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
251
National Pension Service
South Korea
$471K
PA
252
Profund Advisors
Maryland
$470K +$142K +1,555 +45%
NRD
253
Nebula Research & Development
New York
$452K +$296K +3,255 +206%
GKWIM
254
Gerber Kawasaki Wealth & Investment Management
California
$451K +$23.4K +257 +6%
LI
255
LMCG Investments
Massachusetts
$449K
American Century Companies
256
American Century Companies
Missouri
$444K -$37.1K -408 -8%
FHA
257
Flagship Harbor Advisors
Massachusetts
$442K +$109K +1,193 +34%
PI
258
PFG Investments
New York
$441K -$250K -2,751 -37%
PWM
259
Perigon Wealth Management
California
$424K +$153K +1,676 +59%
Nomura Holdings
260
Nomura Holdings
Japan
$414K -$27.8K -305 -6%
HIM
261
Herald Investment Management
United Kingdom
$412K
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$411K -$136K -1,492 -25%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$389K +$68.8K +756 +22%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$384K +$92.8K +1,019 +33%
LJAC
265
L.J. Altfest & Co
New York
$380K +$369K +4,058 New
FB
266
Fulton Bank
Pennsylvania
$380K +$72K +791 +24%
YAVAPFMC
267
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$364K
CGH
268
Crossmark Global Holdings
Texas
$363K +$182K +1,998 +106%
NC
269
NinePointTwo Capital
California
$361K +$351K +3,857 New
GAAM
270
Guinness Atkinson Asset Management
California
$351K +$49.2K +540 +17%
LOIM
271
Liberty One Investment Management
Illinois
$345K +$13.5K +148 +4%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$340K +$92.1K +1,012 +39%
CI
273
CX Institutional
Indiana
$316K +$307K +3,376 New
TCM
274
Teza Capital Management
Illinois
$315K +$307K +3,369 New
IAA
275
Independent Advisor Alliance
North Carolina
$292K -$40.9K -449 -13%

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.