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SolarEdge
SEDG

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: 16 → 19 (+3)

17% more funds holding

Funds holding: 396 → 462 (+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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$302M
2
JP Morgan Chase
JP Morgan Chase
New York
+$281M
3
Invesco
Invesco
Georgia
+$61.4M
4
BlackRock
BlackRock
New York
+$49.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$190M
2
SCH
Sylebra Capital (HK)
Hong Kong
-$116M
3
IAM
Ion Asset Management
Israel
-$112M
4
MMH
Menora Mivtachim Holdings
Israel
-$84.1M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
426
Glen Eagle Advisors
New Jersey
$21.5K – – –
AWM
427
AllSquare Wealth Management
New York
$17K -$3.65K -19 -21%
PFS
428
Prospera Financial Services
Texas
$17K +$13.5K +70 New
QCG
429
Quadrant Capital Group
Ohio
$16K -$1.92K -10 -13%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$16K -$384 -2 -3%
TWA
431
TCI Wealth Advisors
Arizona
$15K – – –
SPIA
432
Steward Partners Investment Advisory
New York
$15K +$2.88K +15 +30%
BHB
433
Bank Hapoalim BM
Israel
$14.1K -$2.13M -11,059 -16%
AF
434
Advisornet Financial
Minnesota
$14K – – –
RFA
435
Reilly Financial Advisors
California
$14K – – –
SSB
436
Sandy Spring Bank
Maryland
$12K – – –
NFG
437
Next Financial Group
Texas
$12K +$9.61K +50 New
OIA
438
Optimum Investment Advisors
Illinois
$12K +$9.61K +50 New
HIA
439
Harbor Investment Advisory
Maryland
$10K +$3.84K +20 +91%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$10K +$8.27K +43 New
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$9K +$7.11K +37 New
GAM
442
Gemmer Asset Management
California
$8K – – –
FFA
443
Founders Financial Alliance
North Carolina
$8K +$6.15K +32 New
ST
444
Smithfield Trust
Pennsylvania
$8K +$6.73K +35 New
Millennium Management
445
Millennium Management
New York
$7.8K -$1.46M -7,571 -19%
AA
446
Advisory Alpha
Michigan
$7K +$4.61K +24 New
EARNEST Partners
447
EARNEST Partners
Georgia
$7K +$5.57K +29 New
HR
448
Howe & Rusling
New York
$6K -$384 -2 -7%
VCM
449
Versant Capital Management
Arizona
$6K – – –
TAIM
450
TD Ameritrade Investment Management
Nebraska
$6K +$3.46K +18 +225%
16 17
18
19 20

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.