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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
SSA
401
Schonfeld Strategic Advisors
New York
$309K -$4.41M -14,615 -93%
GKWIM
402
Gerber Kawasaki Wealth & Investment Management
California
$308K +$30.2K +100 +10%
LW
403
Linscomb Wealth
Texas
$308K +$323K +1,071 New
PCA
404
Pallas Capital Advisors
Massachusetts
$304K +$430K +1,426 New
RIM
405
Redpoint Investment Management
Australia
$296K
TCMP
406
Thrive Capital Management (Pennsylvania)
Pennsylvania
$292K +$306K +1,015 New
FTUS
407
Flow Traders U.S.
New York
$291K +$305K +1,013 New
BRWM
408
B. Riley Wealth Management
Tennessee
$288K -$18.1K -60 -6%
RCM
409
Requisite Capital Management
Texas
$287K -$151K -500 -33%
HH
410
Hilltop Holdings
Texas
$287K -$51.3K -170 -15%
PCM
411
Prelude Capital Management
New York
$287K +$302K +1,000 New
SWM
412
Spire Wealth Management
Virginia
$287K +$302K +1,001 New
PG
413
Pendal Group
Australia
$284K +$298K +988 New
VF
414
Virtu Financial
New York
$282K -$1.8M -5,985 -86%
TYCC
415
Texas Yale Capital Corp
Florida
$280K
TC
416
TownSquare Capital
Utah
$280K +$67.3K +223 +30%
KCM
417
Karp Capital Management
California
$280K +$294K +975 New
MF
418
Magnetar Financial
Illinois
$275K +$288K +955 New
ASN
419
Advisory Services Network
Georgia
$274K +$74.5K +247 +35%
GF
420
Gabelli Funds
New York
$273K
TCOV
421
Trust Company of Vermont
Vermont
$270K
AIC
422
Ameritas Investment Company
Nebraska
$269K +$282K +936 New
WA
423
Wealth Alliance
New York
$268K -$36.2K -120 -11%
FAM
424
Formidable Asset Management
Ohio
$268K
Cetera Investment Advisers
425
Cetera Investment Advisers
Illinois
$267K -$330K -1,094 -54%

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.