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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
526
Davenport & Co
Virginia
-$746K -5,759 Closed
AA
527
Altman Advisors
Illinois
-$722K -5,571 Closed
M
528
Mirova
France
-$689K -5,319 Closed
MIP
529
Marietta Investment Partners
Wisconsin
-$661K -5,103 Closed
NEI
530
Northwest & Ethical Investments
Ontario, Canada
-$661K -5,103 Closed
ESCM
531
Echo Street Capital Management
New York
-$656K -5,069 Closed
MGP
532
Metis Global Partners
California
-$656K -5,062 Closed
BCIM
533
British Columbia Investment Management
British Columbia, Canada
-$655K -5,061 Closed
KRS
534
Kentucky Retirement Systems
Kentucky
-$638K -4,925 Closed
SMDAM
535
Sumitomo Mitsui DS Asset Management
Japan
-$631K -4,876 Closed
TIAM
536
TT International Asset Management
United Kingdom
-$608K -4,698 Closed
OGC
537
Oak Grove Capital
New Hampshire
-$557K -4,304 Closed
AIC
538
Ayalon Insurance Company
Israel
-$547K -4,227 Closed
Nordea Investment Management
539
Nordea Investment Management
Sweden
-$531K -4,055 Closed
P
540
Paradiem
Louisiana
-$519K -4,006 Closed
UM
541
Ulysses Management
New York
-$518K -4,000 Closed
BCI
542
Brinker Capital Investments
Pennsylvania
-$513K -3,961 Closed
OPS
543
Orion Portfolio Solutions
Nebraska
-$513K -3,961 Closed
SAM
544
Securian Asset Management
Minnesota
-$512K -3,952 Closed
CSS
545
Cubist Systematic Strategies
Connecticut
-$357K -3,917 Closed
HIMCH
546
Hartford Investment Management Co (HIMCO)
Connecticut
-$499K -3,854 Closed
CL
547
CIM LLC
New York
-$463K -3,573 Closed
BAM
548
Blueshift Asset Management
New Jersey
-$432K -3,336 Closed
SC
549
Shay Capital
New York
-$421K -3,250 Closed
BFS
550
Bradley Foster & Sargent
Connecticut
-$853K -3,172 Closed

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.