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SolarEdge

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.

New
Increased
Maintained
Reduced
Closed

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: 556557 (+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: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
326
L & S Advisors
California
$719K +$302K +1,000 +67%
Nordea Investment Management
327
Nordea Investment Management
Sweden
$703K
AWM
328
Avitas Wealth Management
California
$695K -$241K -798 -25%
GAAM
329
Guinness Atkinson Asset Management
California
$690K +$257K +853 +55%
AIA
330
Angeles Investment Advisors
California
$678K -$33.2K -110 -4%
PAM
331
Panagora Asset Management
Massachusetts
$674K +$178K +591 +34%
KeyBank National Association
332
KeyBank National Association
Ohio
$639K +$17.2K +57 +3%
WS
333
Wedbush Securities
California
$635K +$310K +1,028 +87%
UCFA
334
United Capital Financial Advisors
Texas
$625K
FHB
335
First Hawaiian Bank
Hawaii
$621K
KWM
336
Kingsview Wealth Management
Oregon
$605K -$422K -1,400 -40%
RG
337
Rathbones Group
United Kingdom
$584K
IWM
338
IHT Wealth Management
Illinois
$584K +$67.3K +223 +12%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$581K +$481K +1,594 +372%
SSG
340
Summit Securities Group
New York
$575K +$603K +2,000 New
SI
341
Shaker Investments
Ohio
$571K -$129K -429 -18%
CMI
342
Clare Market Investments
Texas
$555K
AssetMark Inc
343
AssetMark Inc
California
$550K -$59.1K -196 -9%
FHA
344
Flagship Harbor Advisors
Massachusetts
$547K +$29K +96 +5%
CI
345
Cigna Investments
Connecticut
$547K +$35.3K +117 +7%
BRWA
346
B. Riley Wealth Advisors
Florida
$538K -$10.6K -35 -2%
FA
347
FDx Advisors
Illinois
$529K -$79.3K -263 -13%
SFI
348
Susquehanna Fundamental Investments
Pennsylvania
$529K +$72.4K +240 +15%
TCWM
349
Total Clarity Wealth Management
Illinois
$520K
SWP
350
Stratos Wealth Partners
Ohio
$519K +$125K +416 +30%

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.