We are live on ! Find out more
SEDG icon

SolarEdge

117 hedge funds and large institutions have $444M invested in SolarEdge in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

6% less funds holding

Funds holding: 124117 (-7)

10% less capital invested

Capital invested by funds: $492M → $444M (-$48M)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

80% less call options, than puts

Call options by funds: $8.74M | Put options by funds: $44.8M

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
22
Increased
45
Reduced
32
Closed
28
Calls
$8.74M
Puts
$44.8M
Net Calls
-$36.1M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.13M +$4.23M +239,855 New
LG
27
Leuthold Group
Minnesota
$3.48M -$107K -6,077 -3%
EIM
28
Essex Investment Management
Massachusetts
$3.43M -$4.84M -274,491 -58%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$3.41M +$59.2K +3,358 +2%
HLA
30
Hamilton Lane Advisors
Pennsylvania
$3.35M +$2.03M +115,198 +146%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$3.19M -$123K -6,973 -4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$2.68M +$1.76M +99,665 +178%
Credit Agricole
33
Credit Agricole
France
$2.61M +$2.67M +151,349 New
DL
34
Delta Lloyd
Netherlands
$2.58M +$441K +25,000 +20%
GACM
35
Global Alpha Capital Management
Quebec, Canada
$1.74M +$247K +14,000 +16%
Northern Trust
36
Northern Trust
Illinois
$1.54M +$779K +44,162 +98%
HHC
37
Hutchin Hill Capital
New York
$1.5M +$72.3K +4,100 +5%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$1.38M -$751K -42,583 -35%
GH
39
GAM Holding
Switzerland
$1.36M -$1.12M -63,522 -45%
BAMCO Inc
40
BAMCO Inc
New York
$1.31M -$555K -31,500 -29%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$1.26M
Morgan Stanley
42
Morgan Stanley
New York
$1.21M +$244K +13,860 +24%
PCM
43
Prelude Capital Management
New York
$1.21M +$199K +11,284 +19%
FIM
44
Freedom Investment Management
Connecticut
$1.21M +$221K +12,543 +22%
Charles Schwab
45
Charles Schwab
California
$1.17M +$1.2M +68,061 New
PL
46
Perpetual Ltd
Australia
$1.04M -$1.01M -57,500 -49%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.03M +$353K +20,026 +50%
Goldman Sachs
48
Goldman Sachs
New York
$978K +$470K +26,653 +89%
V
49
Veritable
Delaware
$973K -$8.81K -500 -0.9%
LPL Financial
50
LPL Financial
California
$907K +$956K +54,200 New

SEDG Hedge Fund Activity: Q3 2016 in Review

117 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2016, worth a combined $444M — down 9.8% from $492M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SEDG and 22 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $12.8M. The largest seller was Fidelity Investments, cutting an estimated $24.7M.

  • 117 institutional investors held SolarEdge (SEDG) as of Q3 2016, down from 124 in Q2 2016.
  • Funds reported $444M of SolarEdge stock for Q3 2016, down 9.8% quarter-over-quarter.
  • 22 funds opened new SolarEdge positions in Q3 2016 and 28 closed out, a net change of -6 holders.
  • The largest SolarEdge buyer in Q3 2016 was NN Investment Partners Holdings, an estimated $12.8M added.
  • The largest SolarEdge seller in Q3 2016 was Fidelity Investments, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2016.