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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
MML Investors Services
351
MML Investors Services
Massachusetts
$516K +$64.2K +236 +14%
FA
352
FDx Advisors
Illinois
$508K +$157K +578 +43%
FHB
353
First Hawaiian Bank
Hawaii
$504K
JWCA
354
J.W. Cole Advisors
Florida
$504K +$298K +1,096 +136%
SWP
355
Stratos Wealth Partners
Ohio
$491K +$4.36K +16 +0.9%
FHA
356
Flagship Harbor Advisors
Massachusetts
$486K
Creative Planning
357
Creative Planning
Kansas
$482K -$57.4K -211 -10%
CCM
358
Cribstone Capital Management
Maine
$477K
MWM
359
Mission Wealth Management
California
$477K
AFM
360
Abbot Financial Management
Massachusetts
$467K +$162K +594 +51%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$466K +$479K +1,760 New
PAM
362
Panagora Asset Management
Massachusetts
$465K -$357K -1,310 -43%
TCWM
363
Total Clarity Wealth Management
Illinois
$464K
TCMP
364
Thrive Capital Management (Pennsylvania)
Pennsylvania
$458K -$21.2K -78 -4%
CG
365
Colony Group
Massachusetts
$443K
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$440K -$117K -429 -21%
AR
367
Advisory Research
Illinois
$438K -$107K -392 -19%
BAM
368
Belpointe Asset Management
Nevada
$437K +$26.1K +96 +6%
Macquarie Group
369
Macquarie Group
Australia
$431K +$21.5K +79 +5%
Baillie Gifford & Co
370
Baillie Gifford & Co
United Kingdom
$426K +$386K +1,419 +747%
V
371
Veritable
Delaware
$406K -$20.7K -76 -5%
CF
372
Centaurus Financial
California
$402K +$57.2K +210 +16%
MA
373
MONECO Advisors
Connecticut
$398K
RTS
374
Round Table Services
New Jersey
$398K
TFS
375
TrustCore Financial Services
Tennessee
$395K -$37K -136 -8%

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.