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SolarEdge
SEDG

Overview Fund Activity

555 hedge funds and large institutions have $10.8B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
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
196
Reduced
182
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
$177M
2
FAM
Fred Alger Management
New York
$271M
3
CI
Clal Insurance
Israel
$168M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$191M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$54.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$584M
2
Ameriprise
Ameriprise
Minnesota
$25.9M
3
Invesco
Invesco
Georgia
$375M
4
Citadel Advisors
Citadel Advisors
Florida
$22.7M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
476
RBC Europe
United Kingdom
$61.3K +$1.33K +5 +2%
LJHT
477
Laurie J. Hall Trustee
$60K – – –
IBOK
478
Independence Bank of Kentucky
Kentucky
$60K – – –
TCM
479
Tradewinds Capital Management
Washington
$58K – – –
OIA
480
Optimum Investment Advisors
Illinois
$53K – – –
ACM
481
Antonetti Capital Management
Florida
$50K +$50K +189 New
WPA
482
West Paces Advisors
Georgia
$48.8K – – –
DCM
483
Dupont Capital Management
Delaware
$45K +$45K +171 New
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$44K -$33.7K -127 -43%
T
485
TOBAM
France
$43K – – –
ST
486
Sageworth Trust
Pennsylvania
$42K – – –
CFGS
487
Concourse Financial Group Securities
Alabama
$41K – – –
TFA
488
Toth Financial Advisory
Virginia
$39K – – –
GWM
489
Geneos Wealth Management
Colorado
$34K – – –
SWM
490
Spire Wealth Management
Virginia
$33K -$106K -400 -76%
MGIM
491
M&G Investment Management
United Kingdom
$28K +$1.39K +5,257 +5%
BWM
492
BerganKDV Wealth Management
Minnesota
$27K – – –
LPWM
493
Lake Point Wealth Management
Texas
$27K – – –
OCM
494
Orion Capital Management
California
$27K – – –
MAM
495
Meeder Asset Management
Ohio
$23K -$2.88K -11 -11%
GWSG
496
GPS Wealth Strategies Group
Colorado
$20K – – –
BAM
497
Baldrige Asset Management
Pennsylvania
$19K – – –
GFPC
498
Global Financial Private Client
Florida
$18.8K – – –
PCM
499
Penserra Capital Management
California
$18K – – –
PCG
500
Private Capital Group
Connecticut
$18K +$15.4K +58 +580%
18 19
20
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