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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
526
Harbor Investment Advisory
Maryland
$6K -$2.71K -9 -29%
BWP
527
Baldwin Wealth Partners
Massachusetts
$6K
TAIM
528
TD Ameritrade Investment Management
Nebraska
$6K
MFT
529
Moisand Fitzgerald Tamayo
Florida
$6K +$6.03K +20 New
VCM
530
Versant Capital Management
Arizona
$5K -$1.81K -6 -26%
EWA
531
Evolution Wealth Advisors
Florida
$5K +$5.73K +19 New
LC
532
Lindbrook Capital
California
$4K -$6.94K -23 -61%
HR
533
Howe & Rusling
New York
$4K -$1.21K -4 -24%
HPC
534
HM Payson & Co
Maine
$4K
SOW
535
State of Wyoming
Wyoming
$4K +$3.92K +13 New
FHA
536
First Horizon Advisors
Tennessee
$4K +$4.52K +15 +1,500%
RIA
537
RPG Investment Advisory
California
$3K -$1.51K -5 -33%
EWM
538
Endurance Wealth Management
Rhode Island
$3K
FCM
539
Firestone Capital Management
Florida
$3K
PCG
540
Private Capital Group
Connecticut
$3K
DAC
541
Dividend Assets Capital
South Carolina
$2K
PFA
542
Professional Financial Advisors
Nebraska
$2K
EI
543
Ellevest Inc
New York
$2K +$302 +1 +20%
Walleye Capital
544
Walleye Capital
New York
$1.14K -$253K -840 -17%
BC
545
Bartlett & Co
Ohio
$1K
KTC
546
Kistler-Tiffany Companies
Pennsylvania
$1K
MIM
547
Macroview Investment Management
Maryland
$1K
PFGIA
548
Patriot Financial Group Insurance Agency
Massachusetts
$1K
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$1K +$603 +2 New
CWP
550
Concord Wealth Partners
Virginia
$1K +$1.51K +5 New