We are live on ! Find out more
SEDG icon

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
HS
551
Horan Securities
United States
$19K -$2.06K -7 -8%
SSG
552
Summit Securities Group
New York
$17K -$12.4K -42 -36%
JWA
553
JFS Wealth Advisors
Pennsylvania
$17K -$1.48K -5 -6%
GWS
554
Glassman Wealth Services
Virginia
$17K +$5.31K +18 +33%
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$17K +$20.6K +70 +2,333%
CHA
556
Carmichael Hill & Associates
Maryland
$16K +$1.48K +5 +8%
QCG
557
Quadrant Capital Group
Ohio
$16K +$4.13K +14 +26%
DFCM
558
Dark Forest Capital Management
Puerto Rico
$16K +$20.9K +71 New
CWA
559
Carolina Wealth Advisors
South Carolina
$14K
DGAM
560
Desjardins Global Asset Management
Quebec, Canada
$14K
RA
561
Rise Advisors
New York
$14K
TWA
562
TCI Wealth Advisors
Arizona
$14K +$295 +1 +2%
ZB
563
Zions Bancorporation
Utah
$14K +$2.95K +10 +20%
EC
564
Elequin Capital
New York
$13K -$13.6K -46 -46%
HI
565
Harbour Investments
Wisconsin
$13K
AA
566
AlphaMark Advisors
Kentucky
$12K
CCM
567
Covington Capital Management
California
$12K
CFO
568
CVA Family Office
Colorado
$12K
NIC
569
Northwest Investment Counselors
Oregon
$12K
SSB
570
Sandy Spring Bank
Maryland
$12K
Cohen & Steers
571
Cohen & Steers
New York
$12K +$1.48K +5 +10%
GFPC
572
Global Financial Private Client
Florida
$11.8K -$5.6K -19 -28%
TPCW
573
TD Private Client Wealth
New York
$11.3K -$2.65K -9 -16%
Bank of Montreal
574
Bank of Montreal
Ontario, Canada
$11.2K -$2.31M -7,829 -18%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$11K -$590 -2 -4%

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.