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SolarEdge

682 hedge funds and large institutions have $14.8B invested in SolarEdge in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 256 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
10.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
92
Increased
256
Reduced
224
Closed
66
Calls
$659M
Puts
$782M
Net Calls
-$123M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
501
Marks Group Wealth Management
Minnesota
$251K +$2.74K +9 +1%
HI
502
Horizon Investments
North Carolina
$250K +$5.47K +18 +2%
V
503
Veritable
Delaware
$247K -$45.9K -151 -16%
IC
504
IEQ Capital
California
$246K +$29.5K +97 +14%
PAG
505
Private Advisor Group
New Jersey
$245K +$245K +805 New
GHAM
506
Gilman Hill Asset Management
Connecticut
$243K -$129K -425 -35%
AW
507
Atlas Wealth
Ohio
$243K -$30.4K -100 -11%
RWMG
508
Redwood Wealth Management Group
New Jersey
$240K +$9.12K +30 +4%
GAM
509
Gotham Asset Management
New York
$240K -$3.65K -12 -2%
VAS
510
Vestmark Advisory Solutions
Massachusetts
$238K +$238K +783 New
KeyBank National Association
511
KeyBank National Association
Ohio
$233K -$608 -2 -0.3%
Lido Advisors
512
Lido Advisors
California
$231K +$231K +759 New
SCA
513
Summit Creek Advisors
Minnesota
$231K +$231K +759 New
SGA
514
Seaport Global Advisors
Massachusetts
$229K -$94.8K -312 -29%
SWM
515
Sculati Wealth Management
Michigan
$228K
PCM
516
Parsons Capital Management
Rhode Island
$228K
FAFN
517
First Affirmative Financial Network
Colorado
$228K +$228K +749 New
PSP
518
Principal Street Partners
Tennessee
$226K +$6.99K +23 +3%
FFS
519
Founders Financial Securities
Maryland
$222K -$4.56K -15 -2%
QCM
520
Quantinno Capital Management
New York
$221K +$221K +726 New
UAML
521
US Asset Management LLC
Pennsylvania
$219K -$3.03K -10 -1%
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$218K -$50.5K -166 -19%
Fiera Capital (Canada)
523
Fiera Capital (Canada)
Quebec, Canada
$214K +$214K +705 New
FRM
524
Fox Run Management
Connecticut
$213K -$161K -529 -43%
AIP
525
Ameritas Investment Partners
Nebraska
$209K -$1.4M -4,600 -87%