SEDG icon

SolarEdge

453 hedge funds and large institutions have $5.18B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 152 increasing their positions, 168 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-115
Holders Change %
-20.25%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
152
Reduced
168
Closed
180
Calls
$715M
Puts
$592M
Net Calls
+$123M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
351
Catalyst Capital Advisors
New York
$10.4K +$3.93K +42 +61%
DGAM
352
Desjardins Global Asset Management
Quebec, Canada
$10.4K -$37.6K -402 -78%
PWM
353
Partnership Wealth Management
Maryland
$10.3K +$10.3K +155 New
TFA
354
Toth Financial Advisory
Virginia
$10.1K
GWMIA
355
Global Wealth Management Investment Advisory
Florida
$9.36K -$3.56K -38 -28%
OCM
356
Orion Capital Management
California
$9.36K
HCM
357
Hollencrest Capital Management
California
$9.36K
CAM
358
Creekmur Asset Management
Illinois
$9.36K +$9.36K +100 New
PCMC
359
Planning Capital Management Corporation
Pennsylvania
$9.36K +$9.36K +100 New
GRP
360
Global Retirement Partners
California
$9.1K -$73 -1 -0.8%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$8.71K +$3.65K +39 +72%
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$8.61K -$11.3K -121 -57%
UB
363
UMB Bank
Missouri
$8.52K -$67.5K -721 -89%
EWA
364
EverSource Wealth Advisors
Alabama
$8.52K +$6.27K +67 +279%
LC
365
Lindbrook Capital
California
$8.33K +$4.49K +48 +117%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$8K -$519K -5,582 -98%
LFA
367
LGT Financial Advisors
Texas
$7.58K
PWA
368
Provenance Wealth Advisors
Florida
$7.02K
SA
369
Scarborough Advisors
Maryland
$7.02K +$7.02K +75 New
SWM
370
Spire Wealth Management
Virginia
$6.94K -$277 -4 -4%
HI
371
Harbour Investments
Wisconsin
$6.93K +$374 +4 +6%
AAG
372
Armstrong Advisory Group
Massachusetts
$6.83K -$23.3K -249 -77%
SS
373
Sunbelt Securities
Texas
$6.27K -$3.18K -34 -34%
BTI
374
Blue Trust Inc
Georgia
$6K +$2.2K +15 +58%
OLVIG
375
Oliver Lagore Vanvalin Investment Group
Michigan
$5.99K +$5.99K +64 New