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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
FCBT
376
First Citizens Bank & Trust
North Carolina
$395K -$3.81K -14 -0.9%
PAG
377
Private Advisor Group
New Jersey
$390K -$77K -283 -16%
HSA
378
HBK Sorce Advisory
Pennsylvania
$382K -$1.36K -5 -0.3%
SG Americas Securities
379
SG Americas Securities
New York
$376K -$8.62M -31,659 -96%
PCA
380
Pallas Capital Advisors
Massachusetts
$374K -$99.9K -367 -26%
VWA
381
V Wealth Advisors
Kansas
$372K
EGM
382
Engineers Gate Manager
New York
$370K +$380K +1,395 New
CI
383
Cigna Investments
Connecticut
$368K -$13.6K -50 -3%
AC
384
Avestar Capital
New York
$365K -$82.8K -304 -18%
YIH
385
Y-Intercept (HK)
Hong Kong
$362K -$776K -2,849 -68%
WS
386
Wedbush Securities
California
$360K -$233K -857 -39%
CB
387
Commerce Bank
Missouri
$358K +$368K +1,351 New
VPIM
388
Vanguard Personalized Indexing Management
California
$349K -$72.1K -265 -17%
ACM
389
AlphaCrest Capital Management
New York
$349K +$85.2K +313 +31%
SOAMC
390
Spirit of America Management Corp
New York
$345K
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$337K -$7.62K -28 -2%
HAG
392
HighPoint Advisor Group
Illinois
$328K -$54.4K -200 -14%
AP
393
Adero Partners
California
$326K -$54.4K -200 -14%
BWP
394
BSW Wealth Partners
Colorado
$319K +$59.6K +219 +22%
BFA
395
Brendel Financial Advisors
New Hampshire
$316K +$317K +1,165 +4,481%
FRM
396
Fox Run Management
Connecticut
$308K +$317K +1,163 New
KWA
397
KCS Wealth Advisory
California
$300K
OC
398
Oppenheimer & Co
New York
$299K -$232K -854 -43%
CMG
399
Cavalry Management Group
California
$298K +$306K +1,124 New
QI
400
Qtron Investments
Massachusetts
$294K

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.