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SolarEdge
SEDG

Overview Fund Activity

599 hedge funds and large institutions have $11.6B invested in SolarEdge in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+44
Holders Change %
+7.93%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
108
Increased
196
Reduced
199
Closed
56
Calls
$545M
Puts
$836M
Net Calls
-$291M
Net Calls Change
-$41.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$574M
2
State Street
State Street
Massachusetts
$548M
3
Holocene Advisors
Holocene Advisors
New York
$139M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$227M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$360M

Top Sellers

1
BlackRock
BlackRock
New York
$1.24B
2
FAM
Fred Alger Management
New York
$91.4M
3
CI
Clal Insurance
Israel
$38.9M
4
MIH
Meitav Investment House
Israel
$32.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
526
RBC Europe
United Kingdom
$24K -$41.2K -146 -63%
BAM
527
Baldrige Asset Management
Pennsylvania
$20K – – –
SSB
528
Sandy Spring Bank
Maryland
$20K +$5.71K +20 +40%
GFPC
529
Global Financial Private Client
Florida
$19.4K – – –
PCG
530
Private Capital Group
Connecticut
$19K – – –
CHA
531
Carmichael Hill & Associates
Maryland
$18K – – –
HNWA
532
Henrickson Nauta Wealth Advisors
Michigan
$18K +$18K +79 New
RA
533
Rise Advisors
New York
$17.4K +$17.4K +62 New
CWA
534
Carolina Wealth Advisors
South Carolina
$17K – – –
TWA
535
TCI Wealth Advisors
Arizona
$17K – – –
CA
536
Cornerstone Advisory
Maryland
$17K +$17K +60 New
KFP
537
KB Financial Partners
New Jersey
$17K +$17K +60 New
GWSG
538
GPS Wealth Strategies Group
Colorado
$16K -$4.77K -17 -23%
RFA
539
Reilly Financial Advisors
California
$16K – – –
RPCONE
540
Retirement Planning Company of New England
Rhode Island
$16K +$16K +60 New
EI
541
Ellevest Inc
New York
$15K – – –
NFG
542
Next Financial Group
Texas
$15K +$577 +2 +4%
AA
543
AlphaMark Advisors
Kentucky
$14K – – –
FPS
544
Fieldpoint Private Securities
Connecticut
$14K – – –
CWP
545
Concord Wealth Partners
Virginia
$14K +$9.88K +36 +240%
NIC
546
Northwest Investment Counselors
Oregon
$14K +$14K +50 New
Jones Financial Companies
547
Jones Financial Companies
Missouri
$13K – – –
SPIA
548
Steward Partners Investment Advisory
New York
$12K -$93.2K -334 -89%
PCM
549
Penserra Capital Management
California
$12K -$6.55K -24 -35%
JWA
550
JFS Wealth Advisors
Pennsylvania
$12K +$1.09K +4 +10%
20 21
22
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