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SolarEdge

642 hedge funds and large institutions have $10.8B invested in SolarEdge in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

14% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 218

1% more funds holding

Funds holding: 637642 (+5)

0.5% more ownership

Funds ownership: 84.81%85.31% (+0.5%)

15% less capital invested

Capital invested by funds: $12.7B → $10.8B (-$1.86B)

17% less call options, than puts

Call options by funds: $562M | Put options by funds: $675M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
642
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
11.06%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
85
Increased
249
Reduced
218
Closed
70
Calls
$562M
Puts
$675M
Net Calls
-$113M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$229K -$56.9K -193 -16%
HFS
477
Hantz Financial Services
Michigan
$229K -$2.36K -8 -0.8%
GT
478
Glenmede Trust
Pennsylvania
$228K +$292K +989 New
KeyBank National Association
479
KeyBank National Association
Ohio
$227K +$15K +51 +5%
MGAM
480
McGowan Group Asset Management
Texas
$225K -$214K -726 -43%
BRWA
481
B. Riley Wealth Advisors
Florida
$224K -$348K -1,181 -55%
MYIA
482
Mount Yale Investment Advisors
Colorado
$221K -$263K -890 -48%
IC
483
IEQ Capital
California
$221K +$25.1K +85 +10%
AWM
484
Ameliora Wealth Management
Switzerland
$220K +$324K +1,100 New
TCOV
485
Trust Company of Vermont
Vermont
$218K
TCWM
486
Total Clarity Wealth Management
Illinois
$218K +$16.2K +55 +6%
FT
487
Fiduciary Trust
Massachusetts
$216K -$13.3K -45 -5%
AWM
488
Activest Wealth Management
Florida
$215K +$274K +930 New
SGA
489
Seaport Global Advisors
Massachusetts
$213K -$108K -367 -28%
AWM
490
Apollon Wealth Management
South Carolina
$213K +$3.25K +11 +1%
AAS
491
Avantax Advisory Services
Texas
$209K -$18K -61 -6%
BMSSC
492
B. Metzler seel. Sohn & Co
Germany
$205K
IAN
493
Integrated Advisors Network
Texas
$205K +$5.9K +20 +2%
MGWM
494
Marks Group Wealth Management
Minnesota
$204K -$18.6K -63 -7%
SA
495
Syntax Advisors
New York
$202K -$8.85K -30 -3%
VCG
496
Vantage Consulting Group
Virginia
$202K -$8.85K -30 -3%
PCA
497
Pallas Capital Advisors
Massachusetts
$202K +$3.54K +12 +1%
SWP
498
Stratos Wealth Partners
Ohio
$200K -$258K -874 -50%
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$200K -$11.2K -38 -4%
UB
500
UMB Bank
Missouri
$194K -$4.13K -14 -2%

SEDG Hedge Fund Activity: Q3 2022 in Review

642 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2022, worth a combined $10.8B — down 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 70 closed out — a net gain of 15 holders — while 249 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 642 institutional investors held SolarEdge (SEDG) as of Q3 2022, up from 637 in Q2 2022.
  • Funds reported $10.8B of SolarEdge stock for Q3 2022, down 15% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q3 2022 and 70 closed out, a net change of +15 holders.
  • The largest SolarEdge buyer in Q3 2022 was Fidelity Investments, an estimated $139M added.
  • The largest SolarEdge seller in Q3 2022 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2022.