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SolarEdge
SEDG

Overview Fund Activity

555 hedge funds and large institutions have $10.8B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
196
Reduced
182
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$177M
2
FAM
Fred Alger Management
New York
$271M
3
CI
Clal Insurance
Israel
$168M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$191M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$54.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$584M
2
Ameriprise
Ameriprise
Minnesota
$25.9M
3
Invesco
Invesco
Georgia
$375M
4
Citadel Advisors
Citadel Advisors
Florida
$22.7M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
526
SOA Wealth Advisors
New York
$6K – – –
TAIM
527
TD Ameritrade Investment Management
Nebraska
$6K +$6K +26 New
PFBT
528
Parkside Financial Bank & Trust
Missouri
$5K +$750 +3 +18%
AWA
529
Arkadios Wealth Advisors
Georgia
$5K +$5K +21 New
LC
530
Lindbrook Capital
California
$4K – – –
CWP
531
Concord Wealth Partners
Virginia
$4K +$2.93K +11 +275%
HPC
532
HM Payson & Co
Maine
$3K – – –
HR
533
Howe & Rusling
New York
$3K – – –
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
LF
535
Lee Financial
Texas
$3K – – –
EWM
536
Endurance Wealth Management
Rhode Island
$3K – – –
IA
537
IFP Advisors
Florida
$3K – – –
RIA
538
RPG Investment Advisory
California
$3K – – –
CI
539
CX Institutional
Indiana
$3K – – –
FCM
540
Firestone Capital Management
Florida
$3K – – –
GWMIA
541
Global Wealth Management Investment Advisory
Florida
$3K +$3K +10 New
LWM
542
Liberty Wealth Management
California
$2K +$2K +6 New
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$2K +$2K +6 New
SIM
544
Sonora Investment Management
Arizona
$2K +$2K +8 New
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
KTC
546
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
TCA
547
Tortoise Capital Advisors
Kansas
$1K – – –
MIM
548
Macroview Investment Management
Maryland
$1K – – –
FMP
549
Financial Management Professionals
Texas
$1K – – –
BIA
550
Bell Investment Advisors
California
$1K +$1K +5 New
20 21
22
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