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SolarEdge
SEDG

462 hedge funds and large institutions have $10.4B invested in SolarEdge in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

67% more capital invested

Capital invested by funds: $6.21B → $10.4B (+$4.14B)

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

17% more funds holding

Funds holding: 396 → 462 (+66)

10% less call options, than puts

Call options by funds: $358M | Put options by funds: $395M

3.48% less ownership

Funds ownership: 90.52% → 87.05% (-3.5%)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
462
Holders Change
+66
Holders Change %
+16.67%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.38%
New
113
Increased
141
Reduced
162
Closed
45
Calls
$358M
Puts
$395M
Net Calls
-$37.7M
Net Calls Change
+$121M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$302M
2
JP Morgan Chase
JP Morgan Chase
New York
+$281M
3
Invesco
Invesco
Georgia
+$61.4M
4
BlackRock
BlackRock
New York
+$49.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$190M
2
SCH
Sylebra Capital (HK)
Hong Kong
-$116M
3
IAM
Ion Asset Management
Israel
-$112M
4
MMH
Menora Mivtachim Holdings
Israel
-$84.1M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
351
Stephens Inc
Arkansas
$293K -$201K -1,044 -46%
QC
352
QCM Cayman
Texas
$292K -$45.4K -236 -16%
BAM
353
Belpointe Asset Management
Nevada
$286K +$74K +385 +47%
EA
354
Ellsworth Advisors
Ohio
$285K +$230K +1,196 New
KWM
355
Kingsview Wealth Management
Oregon
$280K +$226K +1,174 New
AWM
356
Apollon Wealth Management
South Carolina
$275K +$188K +979 +559%
GAAM
357
Guinness Atkinson Asset Management
California
$274K -$48K -250 -18%
FNBT
358
FineMark National Bank & Trust
Florida
$269K +$217K +1,130 New
TI
359
TT International
United Kingdom
$269K +$217K +1,131 New
PG
360
Pendal Group
Australia
$264K +$213K +1,106 New
CAN
361
Cetera Advisor Networks
California
$260K +$125K +648 +147%
TC
362
TownSquare Capital
Utah
$260K +$184K +956 New
FCBT
363
First Citizens Bank & Trust
North Carolina
$258K +$208K +1,084 New
RC
364
RegentAtlantic Capital
New Jersey
$254K +$205K +1,067 New
PSP
365
Principal Street Partners
Tennessee
$253K +$204K +1,062 New
Mackenzie Financial
366
Mackenzie Financial
Ontario, Canada
$250K -$218K -1,135 -52%
ECM
367
ETrade Capital Management
Virginia
$247K +$200K +1,038 New
CAG
368
Csenge Advisory Group
Florida
$243K +$171K +892 New
PA
369
PFG Advisors
Arizona
$241K +$152K +791 New
VI
370
Versor Investments
New York
$239K +$193K +1,003 New
GIM
371
Grassi Investment Management
California
$238K +$192K +1,000 New
JWCA
372
J.W. Cole Advisors
Florida
$235K +$190K +986 New
PA
373
Parallel Advisors
California
$228K -$42.5K -221 -19%
GF
374
Gabelli Funds
New York
$226K +$183K +950 New
TCOV
375
Trust Company of Vermont
Vermont
$225K – – –
13 14
15
16 17

SEDG Hedge Fund Activity: Q3 2020 in Review

462 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2020, worth a combined $10.4B — up 67% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SEDG positions and 45 closed out — a net gain of 68 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $190M.

  • 462 institutional investors held SolarEdge (SEDG) as of Q3 2020, up from 396 in Q2 2020.
  • Funds reported $10.4B of SolarEdge stock for Q3 2020, up 67% quarter-over-quarter.
  • 113 funds opened new SolarEdge positions in Q3 2020 and 45 closed out, a net change of +68 holders.
  • The largest SolarEdge buyer in Q3 2020 was Fidelity International, an estimated $302M added.
  • The largest SolarEdge seller in Q3 2020 was Fidelity Investments, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.