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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
ETC
451
Exchange Traded Concepts
Oklahoma
$5K -$55.4K -288 -93%
LC
452
Lindbrook Capital
California
$5K +$1.92K +10 +77%
RIA
453
RPG Investment Advisory
California
$4K -$961 -5 -25%
HGWM
454
Harvest Group Wealth Management
Massachusetts
$4K – – –
PCG
455
Private Capital Group
Connecticut
$3K +$577 +3 +30%
VFA
456
Valeo Financial Advisors
Indiana
$2K +$384 +2 +33%
PFA
457
Professional Financial Advisors
Nebraska
$2K +$1.15K +6 New
ABC
458
Associated Banc-Corp
Wisconsin
$2K +$1.54K +8 New
PFWA
459
Paces Ferry Wealth Advisors
Georgia
$1K +$577 +3 New
WIM
460
Westside Investment Management
California
$128 -$5.77K -30 -5%
SCH
461
Sylebra Capital (HK)
Hong Kong
– -$116M -836,489 Closed
IAM
462
Ion Asset Management
Israel
– -$112M -807,607 Closed
Lord, Abbett & Co
463
Lord, Abbett & Co
New Jersey
– -$25.5M -184,001 Closed
BNP Paribas Asset Management
464
BNP Paribas Asset Management
France
– -$10.4M -75,231 Closed
Assenagon Asset Management
465
Assenagon Asset Management
Luxembourg
– -$6.78M -48,825 Closed
LCG
466
Lisanti Capital Growth
New York
– -$4.32M -31,145 Closed
OAM
467
Origin Asset Management
United Kingdom
– -$3.88M -27,928 Closed
EAM
468
EULAV Asset Management
Florida
– -$3.66M -26,400 Closed
Nomura Holdings
469
Nomura Holdings
Japan
– -$3.47M -25,000 Closed
BCM
470
Barometer Capital Management
Ontario, Canada
– -$3.23M -23,300 Closed
TI
471
Trexquant Investment
Connecticut
– -$2.42M -17,419 Closed
BFA
472
Brendel Financial Advisors
New Hampshire
– -$2.09M -15,058 Closed
PP
473
Paloma Partners
Connecticut
– -$2.33M -12,132 Closed
AIM
474
ARK Investment Management
Florida
– -$1.51M -10,918 Closed
QT
475
Quantbot Technologies
New York
– -$1.44M -10,396 Closed
17 18
19
20 21

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.