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SolarEdge
SEDG

676 hedge funds and large institutions have $13.6B invested in SolarEdge in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

25% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.73B)

5% more funds holding

Funds holding: 642 → 676 (+34)

0.67% more ownership

Funds ownership: 85.31% → 85.98% (+0.67%)

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 250

12% less call options, than puts

Call options by funds: $724M | Put options by funds: $825M

Holders
676
Holders Change
+34
Holders Change %
+5.3%
% of All Funds
10.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
110
Increased
235
Reduced
250
Closed
66
Calls
$724M
Puts
$825M
Net Calls
-$100M
Net Calls Change
+$12.8M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$127M
2
SM
Senvest Management
New York
+$112M
3
DCP
DSM Capital Partners
Florida
+$95.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$86.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
2
BlackRock
BlackRock
New York
-$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
451
MONECO Advisors
Connecticut
$354K – – –
AAS
452
Ameritas Advisory Services
Nebraska
$349K +$1.86K +7 +0.6%
UPC
453
Utah Peaks Capital
Utah
$348K +$326K +1,230 New
FRM
454
Fox Run Management
Connecticut
$348K -$474K -1,786 -59%
GHAM
455
Gilman Hill Asset Management
Connecticut
$347K -$73K -275 -18%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$346K -$98.2K -370 -23%
GG
457
Gofen & Glossberg
Illinois
$340K +$318K +1,200 New
SI
458
SCP Investment
California
$340K -$212K -800 -40%
APP
459
Alpha Paradigm Partners
Illinois
$339K -$1.58M -5,963 -83%
TRCT
460
Tower Research Capital (TRC)
New York
$336K -$1.91M -7,214 -86%
AAS
461
Avantax Advisory Services
Texas
$333K +$72.4K +273 +30%
AFC
462
AFT Forsyth & Company
Florida
$331K -$6.63K -25 -2%
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$329K +$10.3K +39 +3%
GCP
464
GSA Capital Partners
United Kingdom
$323K +$303K +1,141 New
TPW
465
Transatlantique Private Wealth
New York
$316K +$5.31K +20 +2%
AWM
466
Ameliora Wealth Management
Switzerland
$312K – – –
LFM
467
LGT Fund Management
Liechtenstein
$312K – – –
XT
468
XTX Topco
Cayman Islands
$309K +$290K +1,092 New
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$305K -$11.4K -43 -4%
KWA
470
KCS Wealth Advisory
California
$303K – – –
SGA
471
Seaport Global Advisors
Massachusetts
$302K +$38.5K +145 +16%
FNBT
472
FineMark National Bank & Trust
Florida
$300K – – –
VF
473
Virtu Financial
New York
$299K -$5.28M -19,897 -95%
WS
474
Wedbush Securities
California
$292K -$23.1K -87 -8%
VIA
475
Virtus Investment Advisers
Connecticut
$292K – – –
17 18
19
20 21

SEDG Hedge Fund Activity: Q4 2022 in Review

676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2022, worth a combined $13.6B — up 25% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SEDG positions and 66 closed out — a net gain of 44 holders — while 235 added to existing stakes and 250 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 676 institutional investors held SolarEdge (SEDG) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $13.6B of SolarEdge stock for Q4 2022, up 25% quarter-over-quarter.
  • 110 funds opened new SolarEdge positions in Q4 2022 and 66 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q4 2022 was Holocene Advisors, an estimated $127M added.
  • The largest SolarEdge seller in Q4 2022 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2022.