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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
GWSG
501
GPS Wealth Strategies Group
Colorado
$21K +$22.3K +74 New
MAM
502
Meeder Asset Management
Ohio
$20K +$1.21K +4 +6%
NFG
503
Next Financial Group
Texas
$20K +$1.51K +5 +8%
QCG
504
Quadrant Capital Group
Ohio
$20K +$4.83K +16 +30%
CHA
505
Carmichael Hill & Associates
Maryland
$19K +$3.02K +10 +18%
CWA
506
Carolina Wealth Advisors
South Carolina
$18K -$10.6K -35 -36%
NG
507
NWK Group
California
$17K -$3.28M -10,870 -99%
RFA
508
Reilly Financial Advisors
California
$17K
CC
509
Cypress Capital
Tennessee
$16K +$16.6K +55 New
Jones Financial Companies
510
Jones Financial Companies
Missouri
$14K -$8.44K -28 -37%
GAM
511
Gemmer Asset Management
California
$14K
RWB
512
RMR Wealth Builders
New Jersey
$14K
AA
513
AlphaMark Advisors
Kentucky
$14K +$15.1K +50 New
BCA
514
Berman Capital Advisors
Georgia
$13K +$15.1K +50 New
Loomis, Sayles & Company
515
Loomis, Sayles & Company
Massachusetts
$11K
ST
516
Smithfield Trust
Pennsylvania
$10K
Cohen & Steers
517
Cohen & Steers
New York
$10K +$10.3K +34 New
NFSG
518
Newbridge Financial Services Group
Florida
$9K -$13.6K -45 -60%
FPS
519
Fieldpoint Private Securities
Connecticut
$9K -$1.51K -5 -14%
EVM
520
Eaton Vance Management
Massachusetts
$9K +$9.35K +31 New
EARNEST Partners
521
EARNEST Partners
Georgia
$8K
ME
522
McIlrath & Eck
Washington
$8K
CA
523
Clearstead Advisors
Ohio
$7K +$6.03K +20 +400%
CH
524
Canton Hathaway
Rhode Island
$7K +$7.24K +24 New
BC
525
Burleson & Co
California
$7K +$7.54K +25 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.