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SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
376
Centaurus Financial
California
$360K +$206K +816 +167%
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$359K -$182K -724 -36%
SOAMC
378
Spirit of America Management Corp
New York
$359K
PP
379
Paloma Partners
Connecticut
$350K +$23.4K +93 +8%
AG
380
Algert Global
California
$337K -$3.27K -13 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
381
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$332K +$270K +1,073 +825%
EVM
382
Eaton Vance Management
Massachusetts
$329K +$293K +1,162 +3,748%
AFM
383
Abbot Financial Management
Massachusetts
$322K +$20.9K +83 +8%
DA
384
Duality Advisers
Florida
$315K +$287K +1,140 New
KWA
385
KCS Wealth Advisory
California
$313K -$2.52K -10 -0.9%
QI
386
Qtron Investments
Massachusetts
$306K
GC
387
GFG Capital
Florida
$306K +$89.9K +357 +48%
BRWM
388
B. Riley Wealth Management
Tennessee
$303K +$23.4K +93 +9%
IC
389
Inverness Counsel
New York
$301K -$18.4K -73 -6%
AIC
390
Ameritas Investment Company
Nebraska
$300K +$35K +139 +15%
FNBT
391
FineMark National Bank & Trust
Florida
$298K
YMRC
392
Yorktown Management & Research Company
Virginia
$297K +$271K +1,075 New
LNC
393
Lincoln National Corp
Pennsylvania
$293K +$267K +1,059 New
BDF
394
Balasa Dinverno & Foltz
$285K -$42.8K -170 -14%
RIM
395
Redpoint Investment Management
Australia
$284K
Fiera Capital (Canada)
396
Fiera Capital (Canada)
Quebec, Canada
$283K +$34K +135 +15%
WAM
397
World Asset Management
Michigan
$279K -$211K -839 -45%
ACM
398
AlphaCrest Capital Management
New York
$277K -$1.29M -5,104 -84%
GIM
399
Grassi Investment Management
California
$276K -$126K -500 -33%
QT
400
Quantamental Technologies
New York
$275K +$250K +994 New

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.