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SolarEdge

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: 1619 (+3)

17% more funds holding

Funds holding: 396462 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MF
276
Magnetar Financial
Illinois
$718K +$579K +3,013 New
JAM
277
Jupiter Asset Management
United Kingdom
$714K +$577K +3,000 New
CIA
278
CSat Investment Advisory
Michigan
$711K -$45.2K -235 -7%
Tudor Investment Corp
279
Tudor Investment Corp
Connecticut
$694K -$2.46M -12,785 -81%
NL
280
NVWM LLC
Pennsylvania
$678K +$547K +2,845 New
Teacher Retirement System of Texas
281
Teacher Retirement System of Texas
Texas
$666K +$230K +1,198 +75%
FA
282
FDx Advisors
Illinois
$647K +$522K +2,714 New
NIM
283
NXG Investment Management
Texas
$647K +$522K +2,715 New
NA
284
NewEdge Advisors
Louisiana
$646K -$56.3K -293 -10%
AT
285
Arden Trust
Delaware
$636K +$513K +2,668 New
KeyBank National Association
286
KeyBank National Association
Ohio
$635K +$512K +2,666 New
Victory Capital Management
287
Victory Capital Management
Texas
$609K -$212K -1,105 -30%
Two Sigma Investments
288
Two Sigma Investments
New York
$591K +$76.9K +400 +19%
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$582K +$469K +2,440 New
MWM
290
Mission Wealth Management
California
$569K +$16.5K +86 +4%
BCV
291
Banque Cantonale Vaudoise
Switzerland
$552K -$30.6K -159 -6%
PWM
292
Perigon Wealth Management
California
$551K +$5.96K +31 +1%
Simplex Trading
293
Simplex Trading
Illinois
$545K +$440K +2,287 New
AssetMark Inc
294
AssetMark Inc
California
$539K +$157K +818 +57%
FHB
295
First Hawaiian Bank
Hawaii
$515K
CRWM
296
Castle Rock Wealth Management
California
$515K +$60.5K +315 +21%
Squarepoint
297
Squarepoint
New York
$511K -$584K -3,039 -59%
UFF
298
USA Financial Formulas
Michigan
$511K +$412K +2,146 New
BRWA
299
B. Riley Wealth Advisors
Florida
$511K +$418K +2,176 New
MCC
300
Malaga Cove Capital
California
$508K -$3.84K -20 -0.9%

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.