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SolarEdge

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: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$66K -$13.6K -50 -17%
AIC
477
Archer Investment Corporation
Indiana
$61.5K -$2.72K -10 -4%
RE
478
RBC Europe
United Kingdom
$61.3K +$1.36K +5 +2%
IBOK
479
Independence Bank of Kentucky
Kentucky
$60K
LJHT
480
Laurie J. Hall Trustee
$60K
TCM
481
Tradewinds Capital Management
Washington
$58K
OIA
482
Optimum Investment Advisors
Illinois
$53K
ACM
483
Antonetti Capital Management
Florida
$50K +$51.4K +189 New
WPA
484
West Paces Advisors
Georgia
$48.8K
DCM
485
Dupont Capital Management
Delaware
$45K +$46.5K +171 New
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$44K -$34.6K -127 -43%
T
487
TOBAM
France
$43K
ST
488
Sageworth Trust
Pennsylvania
$42K
CFGS
489
Concourse Financial Group Securities
Alabama
$41K
TFA
490
Toth Financial Advisory
Virginia
$39K
GWM
491
Geneos Wealth Management
Colorado
$34K
SWM
492
Spire Wealth Management
Virginia
$33K -$109K -400 -76%
MGIM
493
M&G Investment Management
United Kingdom
$28K +$1.43M +5,257 +5%
BWM
494
BerganKDV Wealth Management
Minnesota
$27K
LPWM
495
Lake Point Wealth Management
Texas
$27K
OCM
496
Orion Capital Management
California
$27K
MAM
497
Meeder Asset Management
Ohio
$23K -$2.99K -11 -11%
GWSG
498
GPS Wealth Strategies Group
Colorado
$20K
BAM
499
Baldrige Asset Management
Pennsylvania
$19K
GFPC
500
Global Financial Private Client
Florida
$18.8K

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.