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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
BRWM
401
B. Riley Wealth Management
Tennessee
$290K
FNBT
402
FineMark National Bank & Trust
Florida
$287K
AG
403
AlphaSimPlex Group
Massachusetts
$286K +$294K +1,080 New
AIC
404
Ameritas Investment Company
Nebraska
$285K
YMRC
405
Yorktown Management & Research Company
Virginia
$285K
AAS
406
Avantax Advisory Services
Texas
$283K +$37K +136 +15%
IC
407
Inverness Counsel
New York
$282K -$7.62K -28 -3%
RIM
408
Redpoint Investment Management
Australia
$273K
Fiera Capital (Canada)
409
Fiera Capital (Canada)
Quebec, Canada
$272K
WAM
410
World Asset Management
Michigan
$271K +$3.27K +12 +1%
XS
411
XR Securities
Illinois
$265K -$159K -584 -37%
FGAM
412
Financial Gravity Asset Management
Texas
$265K
GIM
413
Grassi Investment Management
California
$265K
SC
414
Shay Capital
New York
$265K +$109K +400 +67%
TSW
415
Thompson Siegel & Walmsley
Virginia
$265K +$272K +1,000 New
AG
416
Algert Global
California
$264K -$60.7K -223 -18%
MOS
417
MGO One Seven
Ohio
$262K +$2.45K +9 +0.7%
TC
418
Telemus Capital
Michigan
$261K +$268K +985 New
FAM
419
Formidable Asset Management
Ohio
$256K
DPIM
420
Duff & Phelps Investment Management
Illinois
$255K +$262K +961 New
TCOV
421
Trust Company of Vermont
Vermont
$249K
ASN
422
Advisory Services Network
Georgia
$246K -$16.1K -59 -6%
SP
423
Symmetry Partners
Connecticut
$246K
ESCM
424
Echo Street Capital Management
New York
$243K -$320K -1,177 -56%
BAMF
425
BI Asset Management Fondsmaeglerselskab
Denmark
$240K

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.