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SolarEdge
SEDG

Overview Fund Activity

682 hedge funds and large institutions have $14.8B invested in SolarEdge in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 256 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
10.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
92
Increased
256
Reduced
224
Closed
66
Calls
$659M
Puts
$782M
Net Calls
-$123M
Net Calls Change
-$22.8M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$272M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$283M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$507M
4
BlackRock
4
BlackRock
New York
$1.7B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$365M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.3M
3
SM
3
Senvest Management
New York
$107M
4
FAM
4
Fred Alger Management
New York
$28.6M
5
Swedbank
5
Swedbank
Sweden
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
526
Lincoln National Corp
Pennsylvania
$209K +$209K +689 New
FB
527
Fulton Bank
Pennsylvania
$209K +$209K +687 New
LFAS
528
Level Four Advisory Services
Texas
$209K +$209K +686 New
SP
529
Symmetry Partners
Connecticut
$208K +$208K +685 New
FAM
530
Formidable Asset Management
Ohio
$207K -$17.4K -57 -8%
HIC
531
Holderness Investments Company
North Carolina
$206K +$206K +679 New
FMAEN1
532
Fund Management at Engine No 1
California
$206K -$902K -2,969 -81%
VAFP
533
Vahanian & Associates Financial Planning
New York
$205K +$205K +676 New
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$205K +$205K +675 New
CG
535
Colony Group
Massachusetts
$204K -$304K -1,000 -60%
TAM
536
Trust Asset Management
Texas
$203K +$203K +669 New
FTDI
537
First Trust Direct Indexing
Massachusetts
$201K +$201K +660 New
EWM
538
Evermay Wealth Management
Virginia
$196K – – –
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$182K +$88.9K +292 +95%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$171K -$50.2K -165 -23%
MCM
541
MV Capital Management
Maryland
$155K +$1.22K +4 +0.8%
HCP
542
Hexagon Capital Partners
Arkansas
$153K – – –
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$152K – – –
ST
544
Smithfield Trust
Pennsylvania
$138K – – –
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K -$29.2K -96 -18%
SC
546
Steph & Co
Wisconsin
$120K – – –
IWP
547
Icon Wealth Partners
Texas
$116K +$116K +380 New
SIM
548
Sentry Investment Management
Wisconsin
$110K -$1.21K -4 -1%
OAM
549
Ostrum Asset Management
France
$99.4K +$99.4K +327 New
AAG
550
Armstrong Advisory Group
Massachusetts
$97.9K – – –
20 21
22
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