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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
VIA
376
Vident Investment Advisory
Georgia
$418K +$224K +744 +105%
AP
377
Adero Partners
California
$410K +$431K +1,428 New
OC
378
Oppenheimer & Co
New York
$405K -$430K -1,426 -50%
KWILP
379
Kiwi Wealth Investments Limited Partnership
New Zealand
$400K -$701K -2,323 -63%
FCBT
380
First Citizens Bank & Trust
North Carolina
$400K -$60.9K -202 -13%
BPC
381
Banque Pictet & Cie
Switzerland
$388K
SM
382
Sciencast Management
New Jersey
$380K +$429K +1,422 New
SOAMC
383
Spirit of America Management Corp
New York
$374K
GT
384
Glenmede Trust
Pennsylvania
$374K +$393K +1,303 New
SIGI
385
Susquehanna International Group (Ireland)
Ireland
$365K +$10.3K +34 +3%
CAM
386
Cresset Asset Management
Illinois
$359K +$175K +581 +87%
M
387
Mirova
France
$359K +$377K +1,250 New
AII
388
AGF Investments Inc
Ontario, Canada
$356K +$374K +1,239 New
AG
389
Algert Global
California
$354K +$372K +1,233 New
BDF
390
Balasa Dinverno & Foltz
$345K -$9.95K -33 -3%
PP
391
Paloma Partners
Connecticut
$337K -$478K -1,585 -57%
C
392
Certuity
Florida
$335K +$351K +1,165 New
IC
393
Inverness Counsel
New York
$334K -$33.2K -110 -9%
KWA
394
KCS Wealth Advisory
California
$329K -$13.6K -45 -4%
Canada Pension Plan Investment Board
395
Canada Pension Plan Investment Board
Ontario, Canada
$326K -$3.66M -12,130 -91%
QI
396
Qtron Investments
Massachusetts
$318K
Macquarie Group
397
Macquarie Group
Australia
$317K +$152K +504 +84%
WWM
398
Western Wealth Management
Colorado
$312K +$54.3K +180 +20%
FNBT
399
FineMark National Bank & Trust
Florida
$311K
AFM
400
Abbot Financial Management
Massachusetts
$311K +$326K +1,082 New

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.