We are live on ! Find out more
SEDG icon

SolarEdge
SEDG

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: 8 → 10 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549 → 557 (+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

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$182M
2
FAM
Fred Alger Management
New York
+$131M
3
CI
Clal Insurance
Israel
+$92.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$73.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$137M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Invesco
Invesco
Georgia
-$93.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$67.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$57.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$104M -$693K -2,547 -0.6%
Morgan Stanley
27
Morgan Stanley
New York
$98.3M -$16.1M -58,964 -14%
SM
28
Senvest Management
New York
$91.2M +$37.6M +138,005 +67%
Allianz Asset Management
29
Allianz Asset Management
Germany
$90.4M +$6.36M +23,361 +7%
Fidelity International
30
Fidelity International
Bermuda
$87.9M +$12.9M +47,246 +17%
Handelsbanken Fonder
31
Handelsbanken Fonder
Sweden
$82.2M +$136K +500 +0.2%
CS
32
Credit Suisse
Switzerland
$81.9M -$11.1M -40,738 -12%
VanEck Associates
33
VanEck Associates
New York
$80M -$190K -698 -0.2%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$78.5M -$34.1M -125,175 -30%
MIH
35
Meitav Investment House
Israel
$78.1M +$10.8M +39,833 +16%
Stifel Financial
36
Stifel Financial
Missouri
$75M +$473K +1,736 +0.6%
SAM
37
Storebrand Asset Management
Norway
$74.1M -$6.92M -25,404 -8%
Charles Schwab
38
Charles Schwab
California
$74.1M +$34.6M +127,230 +84%
Millennium Management
39
Millennium Management
New York
$71.5M -$35.5M -130,424 -33%
Goldman Sachs
40
Goldman Sachs
New York
$70M +$21.8M +80,069 +44%
MMH
41
Menora Mivtachim Holdings
Israel
$66.7M -$6.4M -23,500 -9%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$64.9M +$1.43M +5,248 +2%
ACA
43
Anchor Capital Advisors
Massachusetts
$60.4M +$483K +1,775 +0.8%
ClearBridge Investments
44
ClearBridge Investments
New York
$58.3M +$4.28M +15,725 +8%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$54.6M +$48.6M +178,365 +647%
Swiss National Bank
46
Swiss National Bank
Switzerland
$54.5M -$1.28M -4,700 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$54.3M +$6.45M +23,713 +13%
Citigroup
48
Citigroup
New York
$53.6M +$8.65M +31,786 +19%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$51.5M -$18.9M -69,328 -26%
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$51.2M +$3.87M +14,216 +8%
1
2
3 4 5

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.