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SolarEdge
SEDG

Overview Fund Activity

599 hedge funds and large institutions have $11.6B invested in SolarEdge in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+44
Holders Change %
+7.93%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
108
Increased
196
Reduced
199
Closed
56
Calls
$545M
Puts
$836M
Net Calls
-$291M
Net Calls Change
-$41.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$574M
2
State Street
State Street
Massachusetts
$548M
3
Holocene Advisors
Holocene Advisors
New York
$139M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$227M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$360M

Top Sellers

1
BlackRock
BlackRock
New York
$1.24B
2
FAM
Fred Alger Management
New York
$91.4M
3
CI
Clal Insurance
Israel
$38.9M
4
MIH
Meitav Investment House
Israel
$32.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
501
Independence Bank of Kentucky
Kentucky
$63K – – –
OIA
502
Optimum Investment Advisors
Illinois
$56K – – –
HCM
503
Highlander Capital Management
New Jersey
$56K +$56K +200 New
ACM
504
Antonetti Capital Management
Florida
$53K – – –
T
505
TOBAM
France
$46K – – –
IA
506
IndexIQ Advisors
New York
$45K +$45K +162 New
CFGS
507
Concourse Financial Group Securities
Alabama
$43K – – –
TFA
508
Toth Financial Advisory
Virginia
$41K – – –
HNB
509
Huntington National Bank
Ohio
$41K +$41K +145 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$36K -$42.2K -150 -54%
UB
511
UMB Bank
Missouri
$36K +$36K +126 New
SWM
512
Spire Wealth Management
Virginia
$35K – – –
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$35K +$32.2K +114 +1,140%
MGIM
514
M&G Investment Management
United Kingdom
$34.3K +$4.62K +16,442 +16%
HS
515
Horan Securities
United States
$34K +$34K +122 New
STCOSD
516
Sageworth Trust Company of South Dakota
South Dakota
$33K +$33K +119 New
CWS
517
Confluence Wealth Services
Pennsylvania
$33K +$33K +120 New
FAG
518
Fortitude Advisory Group
Washington
$30K +$30K +106 New
GWM
519
Geneos Wealth Management
Colorado
$28K -$7K -25 -20%
LPWM
520
Lake Point Wealth Management
Texas
$28K – – –
OCM
521
Orion Capital Management
California
$28K – – –
BWM
522
BerganKDV Wealth Management
Minnesota
$28K – – –
CCM
523
Chilton Capital Management
Texas
$28K +$28K +100 New
TFP
524
Tilia Fiduciary Partners
North Carolina
$28K +$28K +100 New
QCG
525
Quadrant Capital Group
Ohio
$25K +$11.2K +40 +82%
19 20
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