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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
Simplex Trading
351
Simplex Trading
Illinois
– -$96.6K -1,130 Closed
GSWM
352
Golden State Wealth Management
California
– -$84K -1,001 Closed
OIA
353
Optimum Investment Advisors
Illinois
– -$67K -800 Closed
SWA
354
Sutton Wealth Advisors
Florida
– -$53.7K -642 Closed
HS
355
Horan Securities
United States
– -$29K -350 Closed
AP
356
Advisors Preferred
Maryland
– -$20K -237 Closed
NFG
357
Next Financial Group
Texas
– -$18K -210 Closed
PCG
358
Private Capital Group
Connecticut
– -$8.89K -104 -95%
GWMIA
359
Global Wealth Management Investment Advisory
Florida
– -$6K -75 Closed
VFA
360
Valeo Financial Advisors
Indiana
– -$5K -55 Closed
PFBT
361
Parkside Financial Bank & Trust
Missouri
– -$5K -54 Closed
MIM
362
Macroview Investment Management
Maryland
– -$4K -44 Closed
FGAM
363
Financial Gravity Asset Management
Texas
– -$3K -31 Closed
HAM
364
Highstreet Asset Management
Ontario, Canada
– -$1K -6 Closed
MC
365
Maplelane Capital
New York
– +$86 +1 New
FCM
366
Firestone Capital Management
Florida
– +$428 +5 New
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.