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SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
526
Firestone Capital Management
Florida
$3K
PCG
527
Private Capital Group
Connecticut
$3K
RIA
528
RPG Investment Advisory
California
$3K
CI
529
CX Institutional
Indiana
$3K +$2.52K +10 New
LF
530
Lee Financial
Texas
$3K +$2.52K +10 New
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.52K +10 New
EWM
532
Endurance Wealth Management
Rhode Island
$2K
PFA
533
Professional Financial Advisors
Nebraska
$2K
SFO
534
Standard Family Office
South Dakota
$2K +$2.02K +8 New
BCA
535
Berman Capital Advisors
Georgia
$1K -$11.1K -44 -88%
CWP
536
Concord Wealth Partners
Virginia
$1K -$252 -1 -20%
BC
537
Bartlett & Co
Ohio
$1K
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$1K
MIM
539
Macroview Investment Management
Maryland
$1K
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$1K
FMP
541
Financial Management Professionals
Texas
$1K +$504 +2 New
TCA
542
Tortoise Capital Advisors
Kansas
$1K +$504 +2 New
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$756 +3 New
SB
544
Strategic Blueprint
Georgia
$1K +$1.01K +4 New
BCWM
545
Bartlett & Co Wealth Management
Ohio
$553
Nisa Investment Advisors
546
Nisa Investment Advisors
Missouri
$235 -$50.4K -200 -19%
WIM
547
Westside Investment Management
California
$135
BBHC
548
Brown Brothers Harriman & Co
New York
$10
N
549
Nuveen
North Carolina
-$66M -229,482 Closed
PCH
550
Polar Capital Holdings
United Kingdom
-$54.9M -190,982 Closed

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.