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SolarEdge
SEDG

676 hedge funds and large institutions have $13.6B invested in SolarEdge in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

25% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.73B)

5% more funds holding

Funds holding: 642 → 676 (+34)

0.67% more ownership

Funds ownership: 85.31% → 85.98% (+0.67%)

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 250

12% less call options, than puts

Call options by funds: $724M | Put options by funds: $825M

Holders
676
Holders Change
+34
Holders Change %
+5.3%
% of All Funds
10.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
110
Increased
235
Reduced
250
Closed
66
Calls
$724M
Puts
$825M
Net Calls
-$100M
Net Calls Change
+$12.8M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$127M
2
SM
Senvest Management
New York
+$112M
3
DCP
DSM Capital Partners
Florida
+$95.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$86.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
2
BlackRock
BlackRock
New York
-$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
476
Abbot Financial Management
Massachusetts
$288K -$41.1K -155 -13%
MCM
477
MAI Capital Management
Ohio
$287K -$39.5K -149 -13%
FT
478
Fiduciary Trust
Massachusetts
$285K +$19.1K +72 +8%
SAM
479
Silvercrest Asset Management
New York
$285K +$267K +1,005 New
HIM
480
Hotaling Investment Management
Pennsylvania
$284K -$1.33K -5 -0.5%
SFG
481
Synergy Financial Group
California
$282K -$66.1K -249 -20%
HFS
482
Hantz Financial Services
Michigan
$282K +$1.59K +6 +0.6%
CCA
483
Catalyst Capital Advisors
New York
$282K -$53.1K -200 -17%
AT
484
Arden Trust
Delaware
$279K -$9.29K -35 -3%
TCOV
485
Trust Company of Vermont
Vermont
$276K +$9.29K +35 +4%
V
486
Veritable
Delaware
$273K -$344K -1,296 -57%
TC
487
Telemus Capital
Michigan
$269K -$20.2K -76 -7%
AWM
488
Apollon Wealth Management
South Carolina
$267K +$5.84K +22 +2%
AWM
489
Activest Wealth Management
Florida
$263K – – –
MAM
490
Meeder Asset Management
Ohio
$263K -$88.9K -335 -27%
IEFM
491
IQ EQ Fund Management
Ireland
$262K +$246K +926 New
EI
492
Ethic Inc
New York
$259K -$68.7K -259 -22%
BRWA
493
B. Riley Wealth Advisors
Florida
$258K -$13.5K -51 -5%
PCA
494
Pallas Capital Advisors
Massachusetts
$257K -$6.63K -25 -3%
Mercer Global Advisors
495
Mercer Global Advisors
Colorado
$255K -$24.4K -92 -9%
AW
496
Atlas Wealth
Ohio
$255K +$239K +900 New
BTWM
497
Baker Tilly Wealth Management
Wisconsin
$250K +$4.51K +17 +2%
TCWM
498
Total Clarity Wealth Management
Illinois
$246K -$18.6K -70 -7%
SWP
499
Stratos Wealth Partners
Ohio
$246K +$796 +3 +0.3%
SCA
500
Snowden Capital Advisors
New York
$242K +$227K +854 New
18 19
20
21 22

SEDG Hedge Fund Activity: Q4 2022 in Review

676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2022, worth a combined $13.6B — up 25% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SEDG positions and 66 closed out — a net gain of 44 holders — while 235 added to existing stakes and 250 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 676 institutional investors held SolarEdge (SEDG) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $13.6B of SolarEdge stock for Q4 2022, up 25% quarter-over-quarter.
  • 110 funds opened new SolarEdge positions in Q4 2022 and 66 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q4 2022 was Holocene Advisors, an estimated $127M added.
  • The largest SolarEdge seller in Q4 2022 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2022.