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SolarEdge

289 hedge funds and large institutions have $3.3B invested in SolarEdge in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.48B → $3.3B (+$823M)

17% more funds holding

Funds holding: 248289 (+41)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

0% more call options, than puts

Call options by funds: $175M | Put options by funds: $175M

1.26% less ownership

Funds ownership: 83.39%82.13% (-1.3%)

Holders
289
Holders Change
+41
Holders Change %
+16.53%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
81
Increased
89
Reduced
78
Closed
37
Calls
$175M
Puts
$175M
Net Calls
+$627K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34.2M +$2.06M +27,667 +7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$33.6M +$1.95M +26,171 +7%
Principal Financial Group
28
Principal Financial Group
Iowa
$31.8M +$1.51M +20,253 +6%
Artisan Partners
29
Artisan Partners
Wisconsin
$30.7M +$316K +4,236 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.1M -$16.2M -217,700 -40%
JP Morgan Chase
31
JP Morgan Chase
New York
$25M +$8M +107,323 +56%
Zurich Cantonal Bank
32
Zurich Cantonal Bank
Switzerland
$24.4M -$7.43M -99,651 -25%
MIH
33
Meitav Investment House
Israel
$24.4M -$55M -737,542 -72%
PAA
34
Peregrine Asset Advisers
Oregon
$23.7M +$2.39M +31,998 New
Ameriprise
35
Ameriprise
Minnesota
$22.2M +$1.23M +16,473 +7%
Deutsche Bank
36
Deutsche Bank
Germany
$20.5M -$24.3M -326,030 -57%
Charles Schwab
37
Charles Schwab
California
$15.8M +$1.53M +20,522 +12%
Citadel Advisors
38
Citadel Advisors
Florida
$14.9M +$5.4M +72,417 +68%
Millennium Management
39
Millennium Management
New York
$14.7M -$4.42M -59,301 -25%
Northern Trust
40
Northern Trust
Illinois
$13.6M +$589K +7,904 +5%
NGM
41
North Growth Management
British Columbia, Canada
$13.2M
BIM
42
Bogle Investment Management
Massachusetts
$11.3M +$10M +134,686 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$11.2M -$947K -12,700 -9%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$10.8M -$8.65M -116,005 -47%
GACM
45
Global Alpha Capital Management
Quebec, Canada
$10.7M -$5.86M -78,600 -38%
RI
46
Redwood Investments
Massachusetts
$10.5M +$9.31M +124,874 New
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$10.4M +$9.29M +124,609 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.2M +$1.74M +23,288 +24%
Legal & General Group
49
Legal & General Group
United Kingdom
$9.91M +$389K +5,218 +5%
PCM
50
Penserra Capital Management
California
$9.86M +$8.78M +117,726 New

SEDG Hedge Fund Activity: Q3 2019 in Review

289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2019, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SEDG positions and 37 closed out — a net gain of 44 holders — while 89 added to existing stakes and 78 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $52.8M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $71.6M.

  • 289 institutional investors held SolarEdge (SEDG) as of Q3 2019, up from 248 in Q2 2019.
  • Funds reported $3.3B of SolarEdge stock for Q3 2019, up 33% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q3 2019 and 37 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q3 2019 was Migdal Insurance & Financial Holdings, an estimated $52.8M added.
  • The largest SolarEdge seller in Q3 2019 was Menora Mivtachim Holdings, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.