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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
UCFA
301
United Capital Financial Advisors
Texas
$507K +$9.61K +50 +2%
BIM
302
Bogle Investment Management
Massachusetts
$501K -$730K -3,800 -64%
AIA
303
Angeles Investment Advisors
California
$501K
URS
304
Utah Retirement Systems
Utah
$501K +$19.2K +100 +5%
MML Investors Services
305
MML Investors Services
Massachusetts
$499K +$70.2K +365 +21%
RG
306
Rathbones Group
United Kingdom
$498K +$113K +590 +39%
SSA
307
South Street Advisors
New York
$489K +$26.9K +140 +7%
IWM
308
IHT Wealth Management
Illinois
$475K -$29.8K -155 -7%
WAM
309
World Asset Management
Michigan
$473K -$3.46K -18 -0.9%
SPC
310
Sigma Planning Corp
Michigan
$470K +$379K +1,970 New
TCWM
311
Total Clarity Wealth Management
Illinois
$459K +$7.69K +40 +2%
SSA
312
Schonfeld Strategic Advisors
New York
$442K +$356K +1,853 New
AWM
313
Avitas Wealth Management
California
$434K +$350K +1,821 New
DHFB
314
Dixon Hubard Feinour & Brown
Virginia
$429K -$24K -125 -6%
RCA
315
Rowland Carmichael Advisors
Arizona
$417K
IC
316
Inverness Counsel
New York
$417K +$26.3K +137 +8%
RBFC
317
Roman Butler Fullerton & Co
Missouri
$409K -$35.6K -185 -10%
ASN
318
Advisory Services Network
Georgia
$408K +$329K +1,711 New
HH
319
Hilltop Holdings
Texas
$402K +$324K +1,685 New
CG
320
Colony Group
Massachusetts
$398K -$63.4K -330 -17%
BCM
321
BlueCrest Capital Management
Jersey
$394K +$317K +1,651 New
CI
322
Cigna Investments
Connecticut
$385K
AG
323
AlphaSimPlex Group
Massachusetts
$384K +$310K +1,612 New
SFI
324
Susquehanna Fundamental Investments
Pennsylvania
$381K
IRF
325
IBM Retirement Fund
New York
$378K +$305K +1,587 New

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.