We are live on ! Find out more
SEDG icon

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
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K -$480K -1,764 -74%
MCA
452
Mercer Capital Advisers
New Jersey
$146K
SO
453
STRS Ohio
Ohio
$145K
PA
454
Parallel Advisors
California
$144K -$4.63K -17 -3%
PI
455
PEAK6 Investments
Illinois
$143K -$2.27M -8,348 -94%
Canada Pension Plan Investment Board
456
Canada Pension Plan Investment Board
Ontario, Canada
$134K -$11.4K -42 -8%
GI
457
Gradient Investments
Minnesota
$133K
HCP
458
Hexagon Capital Partners
Arkansas
$133K +$817 +3 +0.6%
SC
459
Steph & Co
Wisconsin
$123K
ST
460
Smithfield Trust
Pennsylvania
$120K
ZB
461
Zions Bancorporation
Utah
$120K +$23.1K +85 +23%
S
462
Seeyond
France
$111K -$1.36K -5 -1%
SPIA
463
Steward Partners Investment Advisory
New York
$100K -$99.6K -366 -49%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$96K +$17.4K +64 +21%
Credit Agricole
465
Credit Agricole
France
$94K +$36.7K +135 +61%
TFM
466
TFC Financial Management
Massachusetts
$91K
Koshinski Asset Management
467
Koshinski Asset Management
Illinois
$87.5K +$89.8K +330 New
DFCM
468
Dark Forest Capital Management
Puerto Rico
$82K -$47.6K -175 -36%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$81K +$272 +1 +0.3%
SOW
470
State of Wyoming
Wyoming
$81K +$60.2K +221 +266%
CLOS
471
Compagnie Lombard Odier SCmA
Switzerland
$80K +$81.7K +300 New
ETC
472
Exchange Traded Concepts
Oklahoma
$79K +$1.09K +4 +1%
PMFA
473
Plante Moran Financial Advisors
Michigan
$74K +$40.8K +150 +117%
CWA
474
Clearview Wealth Advisors
Oregon
$72K
S
475
SignatureFD
Georgia
$67K +$5.17K +19 +8%

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.