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SolarEdge
SEDG

676 hedge funds and large institutions have $13.6B invested in SolarEdge in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

25% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.73B)

5% more funds holding

Funds holding: 642 → 676 (+34)

0.67% more ownership

Funds ownership: 85.31% → 85.98% (+0.67%)

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 250

12% less call options, than puts

Call options by funds: $724M | Put options by funds: $825M

Holders
676
Holders Change
+34
Holders Change %
+5.3%
% of All Funds
10.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
110
Increased
235
Reduced
250
Closed
66
Calls
$724M
Puts
$825M
Net Calls
-$100M
Net Calls Change
+$12.8M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$127M
2
SM
Senvest Management
New York
+$112M
3
DCP
DSM Capital Partners
Florida
+$95.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$86.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
2
BlackRock
BlackRock
New York
-$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$242K -$93.1K -351 -29%
GDP
502
Great Diamond Partners
Maine
$240K +$225K +849 New
IAN
503
Integrated Advisors Network
Texas
$239K -$10.9K -41 -5%
FHB
504
First Hawaiian Bank
Hawaii
$236K +$221K +832 New
UB
505
UMB Bank
Missouri
$234K -$2.39K -9 -1%
MGWM
506
Marks Group Wealth Management
Minnesota
$231K -$17.2K -65 -7%
HCA
507
Heck Capital Advisors
Wisconsin
$230K +$206K +777 +2,158%
SA
508
Syntax Advisors
New York
$229K -$16.7K -63 -7%
VCG
509
Vantage Consulting Group
Virginia
$229K -$16.7K -63 -7%
HI
510
Horizon Investments
North Carolina
$228K +$213K +804 New
GAM
511
Gotham Asset Management
New York
$227K +$212K +800 New
FIM
512
Freedom Investment Management
Connecticut
$222K -$1.06M -3,991 -84%
Pacer Advisors
513
Pacer Advisors
Pennsylvania
$220K -$10M -37,761 -98%
KeyBank National Association
514
KeyBank National Association
Ohio
$218K -$56.5K -213 -22%
RWMG
515
Redwood Wealth Management Group
New Jersey
$215K +$202K +760 New
AWM
516
AE Wealth Management
Kansas
$214K +$200K +755 New
EF
517
Empirical Finance
Pennsylvania
$213K +$200K +752 New
PCM
518
Parsons Capital Management
Rhode Island
$212K +$199K +750 New
SWM
519
Sculati Wealth Management
Michigan
$212K +$199K +750 New
FFS
520
Founders Financial Securities
Maryland
$211K +$197K +744 New
FAM
521
Formidable Asset Management
Ohio
$209K +$196K +737 New
UAML
522
US Asset Management LLC
Pennsylvania
$207K +$194K +732 New
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$206K -$25.2K -95 -12%
PSP
524
Principal Street Partners
Tennessee
$204K +$191K +719 New
WA
525
Wealth Alliance
New York
$203K +$190K +717 New
19 20
21
22 23

SEDG Hedge Fund Activity: Q4 2022 in Review

676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2022, worth a combined $13.6B — up 25% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SEDG positions and 66 closed out — a net gain of 44 holders — while 235 added to existing stakes and 250 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 676 institutional investors held SolarEdge (SEDG) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $13.6B of SolarEdge stock for Q4 2022, up 25% quarter-over-quarter.
  • 110 funds opened new SolarEdge positions in Q4 2022 and 66 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q4 2022 was Holocene Advisors, an estimated $127M added.
  • The largest SolarEdge seller in Q4 2022 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2022.