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SolarEdge

642 hedge funds and large institutions have $10.8B invested in SolarEdge in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

14% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 218

1% more funds holding

Funds holding: 637642 (+5)

0.5% more ownership

Funds ownership: 84.81%85.31% (+0.5%)

15% less capital invested

Capital invested by funds: $12.7B → $10.8B (-$1.86B)

17% less call options, than puts

Call options by funds: $562M | Put options by funds: $675M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
642
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
11.06%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
85
Increased
249
Reduced
218
Closed
70
Calls
$562M
Puts
$675M
Net Calls
-$113M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
526
Laurie J. Hall Trustee
$52K
1832 Asset Management
527
1832 Asset Management
Ontario, Canada
$49K -$80.3M -272,300 -100%
BWM
528
BerganKDV Wealth Management
Minnesota
$48K +$32.2K +109 +109%
HGERS
529
Householder Group Estate & Retirement Specialist
Arizona
$47K +$61.1K +207 New
HCM
530
Highlander Capital Management
New Jersey
$46K
FWM
531
Focused Wealth Management
New York
$46K +$59K +200 New
MGIM
532
M&G Investment Management
United Kingdom
$45.1K +$3.72M +12,600 +7%
ACM
533
Antonetti Capital Management
Florida
$41K -$2.95K -10 -5%
CFGS
534
Concourse Financial Group Securities
Alabama
$41K +$9.73K +33 +23%
HNB
535
Huntington National Bank
Ohio
$40K
IA
536
IFP Advisors
Florida
$36K +$13.9K +47 +35%
TFA
537
Toth Financial Advisory
Virginia
$34K
WFA
538
Wipfli Financial Advisors
Wisconsin
$31K +$39.2K +133 New
PMFA
539
Plante Moran Financial Advisors
Michigan
$29K
FHA
540
First Horizon Advisors
Tennessee
$24K -$38.6K -131 -56%
GRP
541
Global Retirement Partners
California
$24K -$590 -2 -2%
FCA
542
FinTrust Capital Advisors
South Carolina
$24K +$33.9K +115 New
NC
543
Noked Capital
Israel
$23.1K -$35.1M -118,981 -54%
LS
544
Livforsakringsbolaget Skandia
Sweden
$23K -$88.5K -300 -75%
OIA
545
Optimum Investment Advisors
Illinois
$23K -$29.5K -100 -50%
AWM
546
AllSquare Wealth Management
New York
$23K
AA
547
Addison Advisors
Vermont
$23K +$590 +2 +2%
Lazard Asset Management
548
Lazard Asset Management
New York
$22K -$590 -2 -2%
SPIA
549
Steward Partners Investment Advisory
New York
$22K +$590 +2 +2%
LC
550
Lindbrook Capital
California
$20K +$17.4K +59 +211%

SEDG Hedge Fund Activity: Q3 2022 in Review

642 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2022, worth a combined $10.8B — down 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 70 closed out — a net gain of 15 holders — while 249 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 642 institutional investors held SolarEdge (SEDG) as of Q3 2022, up from 637 in Q2 2022.
  • Funds reported $10.8B of SolarEdge stock for Q3 2022, down 15% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q3 2022 and 70 closed out, a net change of +15 holders.
  • The largest SolarEdge buyer in Q3 2022 was Fidelity Investments, an estimated $139M added.
  • The largest SolarEdge seller in Q3 2022 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2022.