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SolarEdge

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88%78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
301
Truist Financial
North Carolina
$1.03M +$43K +158 +4%
RA
302
Rational Advisors
New York
$1.01M -$35.4K -130 -3%
LC
303
LNZ Capital
New York
$993K +$1.02M +3,744 New
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$992K +$1.02M +3,742 New
EGA
305
Eagle Global Advisors
Texas
$955K
CIBC World Market
306
CIBC World Market
Ontario, Canada
$951K +$140K +515 +17%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$943K +$14.2K +52 +1%
M
308
Mirova
France
$943K +$487K +1,789 +101%
CAN
309
Cetera Advisor Networks
California
$910K +$64.2K +236 +7%
MSE
310
MUFG Securities EMEA
United Kingdom
$903K +$926K +3,403 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
311
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$900K +$596K +2,191 +182%
AFC
312
AFT Forsyth & Company
Florida
$894K +$917K +3,370 New
Prudential Financial
313
Prudential Financial
New Jersey
$893K -$23.7K -87 -3%
EWM
314
Evercore Wealth Management
New York
$893K
APA
315
American Portfolios Advisors
New York
$877K -$115K -422 -11%
CAM
316
Cresset Asset Management
Illinois
$850K +$223K +821 +34%
PC
317
Pier Capital
Connecticut
$835K +$84.1K +309 +11%
NL
318
NVWM LLC
Pennsylvania
$788K +$30.8K +113 +4%
American Century Companies
319
American Century Companies
Missouri
$767K +$62.9K +231 +9%
KeyBank National Association
320
KeyBank National Association
Ohio
$766K +$391K +1,436 +99%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$744K -$5.99K -22 -0.8%
TIAM
322
TT International Asset Management
United Kingdom
$741K +$88.2K +324 +13%
QT
323
Quantbot Technologies
New York
$732K +$751K +2,760 New
PWM
324
Perigon Wealth Management
California
$731K +$15.8K +58 +2%
VIA
325
Vident Investment Advisory
Georgia
$710K +$211K +774 +41%

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.