We are live on ! Find out more
SEDG icon

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
PCM
501
Penserra Capital Management
California
$18K
PCG
502
Private Capital Group
Connecticut
$18K +$15.8K +58 +580%
CHA
503
Carmichael Hill & Associates
Maryland
$17K
TWA
504
TCI Wealth Advisors
Arizona
$16K -$4.08K -15 -20%
CWA
505
Carolina Wealth Advisors
South Carolina
$16K
GEA
506
Glen Eagle Advisors
New Jersey
$15.9K -$8.17K -30 -33%
EVM
507
Eaton Vance Management
Massachusetts
$15K -$60.2K -221 -19%
RFA
508
Reilly Financial Advisors
California
$15K
EI
509
Ellevest Inc
New York
$14K -$272 -1 -2%
NFG
510
Next Financial Group
Texas
$14K -$272 -1 -2%
FPS
511
Fieldpoint Private Securities
Connecticut
$14K +$7.08K +26 +104%
SSB
512
Sandy Spring Bank
Maryland
$13K -$11.4K -42 -46%
AA
513
AlphaMark Advisors
Kentucky
$13K
First Manhattan
514
First Manhattan
New York
$13K
QCG
515
Quadrant Capital Group
Ohio
$13K +$2.18K +8 +20%
Jones Financial Companies
516
Jones Financial Companies
Missouri
$12K
JWA
517
JFS Wealth Advisors
Pennsylvania
$11K +$10.9K +40 New
AF
518
Advisornet Financial
Minnesota
$10K -$149K -546 -94%
BWP
519
Baldwin Wealth Partners
Massachusetts
$9K
GAM
520
Gemmer Asset Management
California
$9K
AssetMark Inc
521
AssetMark Inc
California
$8K
EARNEST Partners
522
EARNEST Partners
Georgia
$8K
FHA
523
First Horizon Advisors
Tennessee
$8K +$3.54K +13 +62%
CA
524
Clearstead Advisors
Ohio
$7K
Cohen & Steers
525
Cohen & Steers
New York
$7K

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.