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SolarEdge

655 hedge funds and large institutions have $14.2B invested in SolarEdge in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $11.7B → $14.2B (+$2.5B)

19% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 207

9% more funds holding

Funds holding: 602655 (+53)

1.37% more ownership

Funds ownership: 79.97%81.34% (+1.4%)

5% more call options, than puts

Call options by funds: $686M | Put options by funds: $652M

Holders
655
Holders Change
+53
Holders Change %
+8.8%
% of All Funds
10.33%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
115
Increased
246
Reduced
207
Closed
56
Calls
$686M
Puts
$652M
Net Calls
+$33.4M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
501
Versor Investments
New York
$258K +$220K +800 New
VVP
502
Venture Visionary Partners
Ohio
$252K
RBFC
503
Roman Butler Fullerton & Co
Missouri
$249K +$212K +772 New
SA
504
Syntax Advisors
New York
$247K -$35.7K -130 -15%
VCG
505
Vantage Consulting Group
Virginia
$247K -$35.7K -130 -15%
BTWM
506
Baker Tilly Wealth Management
Wisconsin
$247K +$210K +765 New
PCM
507
Parsons Capital Management
Rhode Island
$242K -$2.75K -10 -1%
GC
508
GFG Capital
Florida
$242K
SWM
509
Sculati Wealth Management
Michigan
$242K
OC
510
Oppenheimer & Co
New York
$236K -$105K -381 -34%
BCM
511
Bayesian Capital Management
New York
$234K +$199K +725 New
SM
512
Sciencast Management
New Jersey
$234K +$205K +745 New
PA
513
PFG Advisors
Arizona
$233K -$27.2K -99 -12%
UAML
514
US Asset Management LLC
Pennsylvania
$233K
FFM
515
Forum Financial Management
Illinois
$233K +$199K +725 New
BSAM
516
Blue Square Asset Management
New York
$227K -$729K -2,654 -79%
BDF
517
Balasa Dinverno & Foltz
$227K -$34.3K -125 -15%
ASFA
518
All Season Financial Advisors
Colorado
$225K +$192K +698 New
FHC
519
First Heartland Consultants
Missouri
$223K +$190K +693 New
SP
520
Symmetry Partners
Connecticut
$221K +$188K +685 New
SAM
521
Sycomore Asset Management
France
$213K +$50K +182 +38%
EWM
522
Evermay Wealth Management
Virginia
$208K
LNC
523
Lincoln National Corp
Pennsylvania
$204K +$174K +633 New
PA
524
Parallel Advisors
California
$184K +$25K +91 +18%
SOW
525
State of Wyoming
Wyoming
$177K +$21.7K +79 +17%

SEDG Hedge Fund Activity: Q1 2022 in Review

655 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2022, worth a combined $14.2B — up 21% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SEDG positions and 56 closed out — a net gain of 59 holders — while 246 added to existing stakes and 207 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $94.7M. The largest seller was Holocene Advisors, cutting an estimated $89.6M.

  • 655 institutional investors held SolarEdge (SEDG) as of Q1 2022, up from 602 in Q4 2021.
  • Funds reported $14.2B of SolarEdge stock for Q1 2022, up 21% quarter-over-quarter.
  • 115 funds opened new SolarEdge positions in Q1 2022 and 56 closed out, a net change of +59 holders.
  • The largest SolarEdge buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $94.7M added.
  • The largest SolarEdge seller in Q1 2022 was Holocene Advisors, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2022.