SEDG icon

SolarEdge
SEDG

Overview Fund Activity

667 hedge funds and large institutions have $13.5B invested in SolarEdge in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 206 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-15
Holders Change %
-2.2%
% of All Funds
10.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
71
Increased
274
Reduced
206
Closed
83
Calls
$591M
Puts
$695M
Net Calls
-$104M
Net Calls Change
+$19.4M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$164M
2
Swedbank
Swedbank
Sweden
+$119M
3
BlackRock
BlackRock
New York
+$71M
4
Man Group
Man Group
United Kingdom
+$59.8M
5
DCP
DSM Capital Partners
Florida
+$55.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$96.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$87.3M
4
ClearBridge Investments
ClearBridge Investments
New York
-$71.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
501
Personal CFO Solutions
New Jersey
$233K +$233K +866 New
KeyBank National Association
502
KeyBank National Association
Ohio
$233K +$26.6K +99 +13%
BRWA
503
B. Riley Wealth Advisors
Florida
$229K -$7.53K -28 -3%
EWM
504
Empirical Wealth Management
Washington
$227K – – –
PAG
505
Private Advisor Group
New Jersey
$227K +$10.5K +39 +5%
SGA
506
Seaport Global Advisors
Massachusetts
$227K +$24.2K +90 +12%
MGWM
507
Marks Group Wealth Management
Minnesota
$225K +$3.23K +12 +1%
PAM
508
Panagora Asset Management
Massachusetts
$225K -$208K -774 -48%
CWP
509
Curated Wealth Partners
California
$224K +$224K +833 New
UB
510
UMB Bank
Missouri
$223K – – –
JCM
511
Jag Capital Management
Missouri
$223K -$184K -685 -45%
HCA
512
Heck Capital Advisors
Wisconsin
$221K -$5.11K -19 -2%
CC
513
Corton Capital
Ontario, Canada
$220K +$220K +819 New
DTL
514
Dynamic Technology Lab
Singapore
$220K +$220K +817 New
GDP
515
Great Diamond Partners
Maine
$219K -$6.19K -23 -3%
NWM
516
NEIRG Wealth Management
Massachusetts
$218K +$218K +810 New
FHB
517
First Hawaiian Bank
Hawaii
$216K -$8.34K -31 -4%
PCM
518
Parsons Capital Management
Rhode Island
$215K +$13.5K +50 +7%
RWMG
519
Redwood Wealth Management Group
New Jersey
$213K – – –
V
520
Veritable
Delaware
$205K -$13.7K -51 -6%
GHAM
521
Gilman Hill Asset Management
Connecticut
$202K -$13.5K -50 -6%
SWM
522
Sculati Wealth Management
Michigan
$202K – – –
GSC
523
Grey Street Capital
Illinois
$202K +$202K +750 New
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$196K +$44.7K +166 +30%
Walleye Trading
525
Walleye Trading
New York
$195K +$195K +724 New
19 20
21
22 23