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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
AllSquare Wealth Management
New York
$62K +$44.9K +149 +226%
HCM
477
Highlander Capital Management
New Jersey
$57K
Baillie Gifford & Co
478
Baillie Gifford & Co
United Kingdom
$57K +$2.11K +7 +4%
RE
479
RBC Europe
United Kingdom
$56.9K +$8.75K +29 +17%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$56K -$13.9K -46 -19%
WPA
481
West Paces Advisors
Georgia
$50.3K
T
482
TOBAM
France
$47K -$164K -544 -77%
AIC
483
Archer Investment Corporation
Indiana
$46.6K +$8.14K +27 +20%
CFGS
484
Concourse Financial Group Securities
Alabama
$44K -$3.02K -10 -6%
IAIM
485
International Assets Investment Management
Florida
$43K +$30.5K +101 +230%
TFA
486
Toth Financial Advisory
Virginia
$42K
SSB
487
Sandy Spring Bank
Maryland
$41K +$27.7K +92 +184%
IFAM
488
Institutional & Family Asset Management
Colorado
$38K +$39.8K +132 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
489
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37K -$145K -482 -79%
PMFA
490
Plante Moran Financial Advisors
Michigan
$37K
HFM
491
Harvest Fund Management
China
$35K +$12.1K +40 +48%
TWA
492
TCI Wealth Advisors
Arizona
$34K +$16K +53 +83%
VFA
493
Valeo Financial Advisors
Indiana
$30K
OIA
494
Optimum Investment Advisors
Illinois
$29K +$15.1K +50 +100%
OCM
495
Orion Capital Management
California
$29K +$30.2K +100 New
AIG
496
American International Group
New York
$27K +$298K +989 +1%
MGIM
497
M&G Investment Management
United Kingdom
$26.2K +$3.06M +10,154 +13%
GEA
498
Glen Eagle Advisors
New Jersey
$25.9K
HS
499
Horan Securities
United States
$24K
MWP
500
Meridian Wealth Partners
Pennsylvania
$22K +$23.5K +78 New

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.