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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
SM
326
Sciencast Management
New Jersey
$699K -$403K -1,480 -39%
PCM
327
Palisade Capital Management
New Jersey
$690K -$54.4K -200 -7%
State Board of Administration of Florida Retirement System
328
State Board of Administration of Florida Retirement System
Florida
$671K -$62.6K -230 -8%
KAS
329
Kestra Advisory Services
Texas
$671K +$688K +2,529 New
GKWIM
330
Gerber Kawasaki Wealth & Investment Management
California
$669K +$268K +986 +68%
Nordea Investment Management
331
Nordea Investment Management
Sweden
$666K
AWM
332
Avitas Wealth Management
California
$655K -$8.71K -32 -1%
TRCT
333
Tower Research Capital (TRC)
New York
$654K -$1.21M -4,453 -64%
GAAM
334
Guinness Atkinson Asset Management
California
$654K +$13.1K +48 +2%
CT
335
Chicago Trust
Illinois
$625K +$55.8K +205 +10%
PP
336
Paloma Partners
Connecticut
$620K +$292K +1,071 +85%
PSP
337
Principal Street Partners
Tennessee
$614K +$5.99K +22 +1%
MYIA
338
Mount Yale Investment Advisors
Colorado
$612K +$628K +2,306 New
Simplex Trading
339
Simplex Trading
Illinois
$609K
DLG
340
Daniel L. Goodwin
$603K
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$582K +$597K +2,193 New
KCM
342
Karp Capital Management
California
$573K -$16.9K -62 -3%
AII
343
AGF Investments Inc
Ontario, Canada
$572K +$61K +224 +12%
UCFA
344
United Capital Financial Advisors
Texas
$571K +$5.72K +21 +1%
DA
345
Duality Advisers
Florida
$554K +$258K +948 +83%
RG
346
Rathbones Group
United Kingdom
$538K
LSA
347
L & S Advisors
California
$530K +$544K +2,000 New
IWM
348
IHT Wealth Management
Illinois
$520K -$146K -537 -22%
Cetera Investment Advisers
349
Cetera Investment Advisers
Illinois
$519K +$15.5K +57 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
350
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$519K +$54.4K +200 +11%

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.