SolarEdge
SEDG
557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 181
7% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 69
0% more funds holding
Funds holding: 556 → 557 (+1)
2.01% less ownership
Funds ownership: 82.05% → 80.04% (-2%)
12% less capital invested
Capital invested by funds: $13.3B → $11.7B (-$1.6B)
34% less call options, than puts
Call options by funds: $439M | Put options by funds: $663M
55% less funds holding in top 10
Funds holding in top 10: 20 → 9 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$181M |
| 2 |
BlackRock
New York
|
+$162M |
| 3 |
JP Morgan Chase
New York
|
+$106M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$87.2M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$84.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$265M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$173M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$156M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$54.5M |
SEDG Hedge Fund Activity: Q1 2021 in Review
557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.
- 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
- Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
- 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
- The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
- The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.
Based on aggregated 13F filings for Q1 2021.