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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
MWM
351
Mission Wealth Management
California
$518K -$71.2K -236 -12%
CCM
352
Cribstone Capital Management
Maine
$517K
PRC
353
Pearl River Capital
Michigan
$513K +$538K +1,785 New
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$503K +$528K +1,750 New
CSS
355
Cubist Systematic Strategies
Connecticut
$495K +$496K +1,646 +2,138%
KAS
356
Kestra Advisory Services
Texas
$489K +$111K +368 +28%
WAM
357
World Asset Management
Michigan
$487K -$33.5K -111 -6%
TI
358
Trexquant Investment
Connecticut
$487K +$511K +1,693 New
IRF
359
IBM Retirement Fund
New York
$481K -$40.4K -134 -7%
CG
360
Colony Group
Massachusetts
$480K +$302 +1 +0.1%
MOS
361
MGO One Seven
Ohio
$480K +$85.6K +284 +14%
VWA
362
V Wealth Advisors
Kansas
$477K +$60.3K +200 +14%
M&T Bank
363
M&T Bank
New York
$473K +$49.2K +163 +11%
SPC
364
Sigma Planning Corp
Michigan
$468K +$491K +1,629 New
VPIM
365
Vanguard Personalized Indexing Management
California
$466K +$111K +367 +29%
TFS
366
TrustCore Financial Services
Tennessee
$462K +$21.7K +72 +5%
AT
367
Arden Trust
Delaware
$457K -$110K -365 -19%
V
368
Veritable
Delaware
$454K +$302 +1 +0.1%
MA
369
MONECO Advisors
Connecticut
$431K
RTS
370
Round Table Services
New Jersey
$431K
GIM
371
Grassi Investment Management
California
$431K +$151K +500 +50%
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
$431K +$452K +1,500 New
DHFB
373
Dixon Hubard Feinour & Brown
Virginia
$429K
HAG
374
HighPoint Advisor Group
Illinois
$422K -$26.2K -87 -5%
Los Angeles Capital Management
375
Los Angeles Capital Management
California
$419K -$1.87M -6,191 -81%

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.