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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
MCA
451
Mercer Capital Advisers
New Jersey
$158K
HI
452
Harbour Investments
Wisconsin
$155K +$163K +539 New
SFS
453
Sowell Financial Services
Arkansas
$149K +$34.4K +114 +20%
GI
454
Gradient Investments
Minnesota
$144K
LS
455
Livforsakringsbolaget Skandia
Sweden
$144K
CF
456
Centaurus Financial
California
$140K +$29.3K +97 +25%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$136K -$1.78M -5,892 -93%
SC
458
Steph & Co
Wisconsin
$133K -$13.3K -44 -9%
CA
459
CastleArk Alternatives
Illinois
$126K -$2.96M -9,800 -96%
S
460
Seeyond
France
$121K -$243K -806 -66%
MLFP
461
MPS Loria Financial Planners
Illinois
$114K
IA
462
IFP Advisors
Florida
$113K -$1.51K -5 -1%
ZB
463
Zions Bancorporation
Utah
$108K +$114K +377 New
GWM
464
Geneos Wealth Management
Colorado
$105K +$27.1K +90 +29%
TFM
465
TFC Financial Management
Massachusetts
$98K
WTC
466
WhitTier Trust Company
Nevada
$89K +$3.02K +10 +3%
GFPC
467
Global Financial Private Client
Florida
$88.1K -$72.1K -239 -43%
ETC
468
Exchange Traded Concepts
Oklahoma
$88K +$21.7K +72 +31%
Fifth Third Bancorp
469
Fifth Third Bancorp
Ohio
$80K +$4.83K +16 +6%
CWA
470
Clearview Wealth Advisors
Oregon
$78K
MIH
471
Meitav Investment House
Israel
$67.2K +$10M +33,253 +17%
IBOK
472
Independence Bank of Kentucky
Kentucky
$65K
LJHT
473
Laurie J. Hall Trustee
$65K +$67.9K +225 New
TCM
474
Tradewinds Capital Management
Washington
$63K
S
475
SignatureFD
Georgia
$62K -$302 -1 -0.5%

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.