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SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
501
First Manhattan
New York
$13K +$12.6K +50 New
QCG
502
Quadrant Capital Group
Ohio
$11K -$7.3K -29 -41%
BWP
503
Baldwin Wealth Partners
Massachusetts
$10K +$3.78K +15 +75%
GAM
504
Gemmer Asset Management
California
$9K -$3.78K -15 -31%
AssetMark Inc
505
AssetMark Inc
California
$8K -$474K -1,883 -98%
EARNEST Partners
506
EARNEST Partners
Georgia
$8K
CFO
507
CVA Family Office
Colorado
$8K +$7.56K +30 New
Cohen & Steers
508
Cohen & Steers
New York
$7K -$2.02K -8 -24%
FPS
509
Fieldpoint Private Securities
Connecticut
$7K -$1.26K -5 -17%
CA
510
Clearstead Advisors
Ohio
$7K
ME
511
McIlrath & Eck
Washington
$7K
BFA
512
Brendel Financial Advisors
New Hampshire
$7K +$6.55K +26 New
NFSG
513
Newbridge Financial Services Group
Florida
$6K -$2.52K -10 -33%
MFT
514
Moisand Fitzgerald Tamayo
Florida
$6K
VCM
515
Versant Capital Management
Arizona
$6K +$1.51K +6 +35%
PGWM
516
Parisi Gray Wealth Management
New Jersey
$6K +$5.29K +21 New
SWA
517
SOA Wealth Advisors
New York
$6K +$6.3K +25 New
IFAM
518
Institutional & Family Asset Management
Colorado
$5K -$28.5K -113 -86%
FHA
519
First Horizon Advisors
Tennessee
$5K +$1.26K +5 +31%
GWS
520
Glassman Wealth Services
Virginia
$5K +$4.28K +17 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$5K +$4.28K +17 New
HPC
522
HM Payson & Co
Maine
$4K
HR
523
Howe & Rusling
New York
$4K
LC
524
Lindbrook Capital
California
$4K +$252 +1 +7%
IA
525
IFP Advisors
Florida
$3K -$96.7K -384 -97%

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.