We are live on ! Find out more
SEDG icon

SolarEdge
SEDG

332 hedge funds and large institutions have $3.69B invested in SolarEdge in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 105 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 35

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

15% more funds holding

Funds holding: 289 → 332 (+43)

12% more capital invested

Capital invested by funds: $3.3B → $3.69B (+$386M)

3% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 108

1.99% less ownership

Funds ownership: 82.13% → 80.14% (-2%)

25% less call options, than puts

Call options by funds: $169M | Put options by funds: $224M

Holders
332
Holders Change
+43
Holders Change %
+14.88%
% of All Funds
6.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
85
Increased
105
Reduced
108
Closed
35
Calls
$169M
Puts
$224M
Net Calls
-$55.8M
Net Calls Change
-$56.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35M
3
Swedbank
Swedbank
Sweden
+$34.2M
4
PC
Polar Capital
United Kingdom
+$34.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$180M
2
CI
Clal Insurance
Israel
-$165M
3
BlackRock
BlackRock
New York
-$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$47.6M
5
Morgan Stanley
Morgan Stanley
New York
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$2K +$1.37K +16 +89%
ARMC
327
American Research & Management Company
Massachusetts
$2K +$1.8K +21 New
EWP
328
Engrave Wealth Partners
Texas
$2K +$2.14K +25 New
GAM
329
Gemmer Asset Management
California
$2K +$2.22K +26 New
Balyasny Asset Management
330
Balyasny Asset Management
Illinois
– -$10.4M -124,609 Closed
EGM
331
Engineers Gate Manager
New York
– -$4.12M -49,246 Closed
FCM
332
Frontier Capital Management
Massachusetts
– -$3.76M -44,946 Closed
PP
333
Prudential plc
United Kingdom
– -$3.51M -41,758 Closed
TA
334
Tiedemann Advisors
New York
– -$2.94M -35,100 Closed
PI
335
PineBridge Investments
New York
– -$2.86M -34,147 Closed
PAA
336
Peregrine Asset Advisers
Oregon
– -$23.7M -31,998 Closed
JRP
337
Jasper Ridge Partners
California
– -$1.67M -19,919 Closed
CC
338
Cipher Capital
New York
– -$1.32M -15,782 Closed
Assenagon Asset Management
339
Assenagon Asset Management
Luxembourg
– -$995K -11,890 Closed
Wellington Management Group
340
Wellington Management Group
Massachusetts
– -$708K -8,468 Closed
ECM
341
Everence Capital Management
Indiana
– -$681K -8,140 Closed
BFPW
342
BOK Financial Private Wealth
Colorado
– -$527K -6,300 Closed
HF
343
HRT Financial
New York
– -$441K -5,273 Closed
CM
344
Caption Management
Oklahoma
– -$428K -5,100 Closed
HSBC Holdings
345
HSBC Holdings
United Kingdom
– -$396K -4,735 Closed
BC
346
Blackstart Capital
New York
– -$388K -4,638 Closed
Credit Agricole
347
Credit Agricole
France
– -$365K -4,360 Closed
QT
348
Quantamental Technologies
New York
– -$365K -4,356 Closed
Mackenzie Financial
349
Mackenzie Financial
Ontario, Canada
– -$352K -4,200 Closed
TSS
350
Two Sigma Securities
New York
– -$290K -3,393 Closed
11 12 13
14
15

SEDG Hedge Fund Activity: Q4 2019 in Review

332 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2019, worth a combined $3.69B — up 12% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 35 closed out — a net gain of 50 holders — while 105 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Invesco, cutting an estimated $180M.

  • 332 institutional investors held SolarEdge (SEDG) as of Q4 2019, up from 289 in Q3 2019.
  • Funds reported $3.69B of SolarEdge stock for Q4 2019, up 12% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q4 2019 and 35 closed out, a net change of +50 holders.
  • The largest SolarEdge buyer in Q4 2019 was Fidelity Investments, an estimated $168M added.
  • The largest SolarEdge seller in Q4 2019 was Invesco, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2019.