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SolarEdge
SEDG

Overview Fund Activity

367 hedge funds and large institutions have $3.41B invested in SolarEdge in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 155 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-86
Holders Change %
-18.98%
% of All Funds
5.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
103
Reduced
155
Closed
128
Calls
$434M
Puts
$500M
Net Calls
-$66.1M
Net Calls Change
-$189M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$114M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$192M
4
QC
Quadrature Capital
United Kingdom
$17.1M
5
Citadel Advisors
Citadel Advisors
Florida
$35.8M

Top Sellers

1
Swedbank
Swedbank
Sweden
$0
2
Morgan Stanley
Morgan Stanley
New York
$70.2M
3
Coatue Management
Coatue Management
New York
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$337K
5
Invesco
Invesco
Georgia
$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
276
WealthCollab
Washington
$14.2K – – –
OIA
277
Optimum Investment Advisors
Illinois
$14.2K – – –
CA
278
Continuum Advisory
Idaho
$12.6K +$12.6K +240 New
LJHT
279
Laurie J. Hall Trustee
$12K – – –
NCTC
280
New Covenant Trust Company
Indiana
$11.9K +$11.9K +168 New
PWM
281
Partnership Wealth Management
Maryland
$11K – – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$11K -$78.9K -1,097 -88%
WIM
283
Westside Investment Management
California
$10.6K -$8.52K -120 -44%
PA
284
Parallel Advisors
California
$10.2K -$10.8K -152 -51%
FPFS
285
First Personal Financial Services
North Carolina
$9.23K +$9.23K +130 New
MRC
286
Millburn Ridgefield Corp
New York
$9.16K +$1.28K +18 +16%
CCA
287
Catalyst Capital Advisors
New York
$9.16K +$1.28K +18 +16%
RAM
288
Riggs Asset Management
Pennsylvania
$9.02K +$497 +7 +6%
GRP
289
Global Retirement Partners
California
$8.52K -$355 -5 -4%
UB
290
UMB Bank
Missouri
$8.3K +$1.85K +26 +29%
CI Investments Inc
291
CI Investments Inc
Ontario, Canada
$8K +$1.75K +24 +28%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$7.74K +$7.74K +109 New
TFA
293
Toth Financial Advisory
Virginia
$7.1K -$568 -8 -7%
OCM
294
Orion Capital Management
California
$7.1K – – –
PCMC
295
Planning Capital Management Corporation
Pennsylvania
$7.1K – – –
AAG
296
Armstrong Advisory Group
Massachusetts
$6.83K – – –
SWM
297
Spire Wealth Management
Virginia
$6.77K -$356 -5 -5%
SAM
298
Shell Asset Management
Netherlands
$6K -$371K -14,549 -98%
LFA
299
LGT Financial Advisors
Texas
$5.75K – – –
SA
300
Scarborough Advisors
Maryland
$5.68K +$355 +5 +7%
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12
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