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SolarEdge

462 hedge funds and large institutions have $10.4B invested in SolarEdge in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

67% more capital invested

Capital invested by funds: $6.21B → $10.4B (+$4.14B)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

17% more funds holding

Funds holding: 396462 (+66)

10% less call options, than puts

Call options by funds: $358M | Put options by funds: $395M

3.48% less ownership

Funds ownership: 90.52%87.05% (-3.5%)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
462
Holders Change
+66
Holders Change %
+16.67%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.38%
New
113
Increased
141
Reduced
162
Closed
45
Calls
$358M
Puts
$395M
Net Calls
-$37.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
401
TFC Financial Management
Massachusetts
$82K +$65.7K +342 New
BWM
402
BNC Wealth Management
Oregon
$82K +$65.9K +343 New
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$74K +$40.4K +210 +239%
HCM
404
Highlander Capital Management
New Jersey
$72K +$57.7K +300 New
Robeco Institutional Asset Management
405
Robeco Institutional Asset Management
Netherlands
$70K -$22.5K -117 -28%
C
406
Cerebellum
California
$66K +$53.2K +277 New
S
407
SignatureFD
Georgia
$54K +$29K +151 +196%
TCM
408
Tradewinds Capital Management
Washington
$52K
DCM
409
Dupont Capital Management
Delaware
$46K -$459K -2,389 -92%
CFGS
410
Concourse Financial Group Securities
Alabama
$45K -$4.23K -22 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
411
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44K -$599K -3,114 -94%
RWA
412
Ropes Wealth Advisors
Massachusetts
$43K
WPA
413
West Paces Advisors
Georgia
$41.7K -$59.8K -311 -64%
Canada Pension Plan Investment Board
414
Canada Pension Plan Investment Board
Ontario, Canada
$30K -$130K -676 -85%
PMFA
415
Plante Moran Financial Advisors
Michigan
$30K +$24K +125 New
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25K +$13.6K +71 +209%
GWM
417
Geneos Wealth Management
Colorado
$25K
WCG
418
Weaver Consulting Group
California
$25K
TFA
419
Toth Financial Advisory
Virginia
$24K
HS
420
Horan Securities
United States
$24K +$192 +1 +1%
ADL
421
Asset Dedication LLC
California
$24K +$19.2K +100 New
NFSG
422
Newbridge Financial Services Group
Florida
$24K +$19.2K +100 New
CWA
423
Carolina Wealth Advisors
South Carolina
$23K
HFM
424
Harvest Fund Management
China
$22K +$16.1K +84 New
PCIA
425
Prime Capital Investment Advisors
Kansas
$22K +$18.1K +94 New

SEDG Hedge Fund Activity: Q3 2020 in Review

462 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2020, worth a combined $10.4B — up 67% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SEDG positions and 45 closed out — a net gain of 68 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $190M.

  • 462 institutional investors held SolarEdge (SEDG) as of Q3 2020, up from 396 in Q2 2020.
  • Funds reported $10.4B of SolarEdge stock for Q3 2020, up 67% quarter-over-quarter.
  • 113 funds opened new SolarEdge positions in Q3 2020 and 45 closed out, a net change of +68 holders.
  • The largest SolarEdge buyer in Q3 2020 was Fidelity International, an estimated $302M added.
  • The largest SolarEdge seller in Q3 2020 was Fidelity Investments, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.