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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
576
Jump Financial
Illinois
-$1.08M -3,400 Closed
DTL
577
Dynamic Technology Lab
Singapore
-$852K -2,671 Closed
BA
578
Bridgewater Associates
Connecticut
-$809K -2,534 Closed
BA
579
Bellwether Advisors
Nebraska
-$794K -2,491 Closed
HSA
580
Hussman Strategic Advisors
Maryland
-$651K -2,040 Closed
Simplex Trading
581
Simplex Trading
Illinois
-$582K -1,930 Closed
QC
582
QCM Cayman
Texas
-$524K -1,641 Closed
WG
583
Winton Group
United Kingdom
-$506K -1,587 Closed
Lazard Asset Management
584
Lazard Asset Management
New York
-$494K -1,551 Closed
CAIMH
585
Central Asset Investments & Management Holdings
Hong Kong
-$494K -1,550 Closed
Mackenzie Financial
586
Mackenzie Financial
Ontario, Canada
-$433K -1,357 Closed
OTPPB
587
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$429K -1,343 Closed
CQS
588
Credential Qtrade Securities
-$412K -1,290 Closed
BC
589
Bridgefront Capital
Texas
-$366K -1,146 Closed
SI
590
Stephens Inc
Arkansas
-$351K -1,100 Closed
AIM
591
Axiom Investment Management
New York
-$3.36K -957 Closed
TSS
592
Two Sigma Securities
New York
-$303K -949 Closed
AC
593
Allstate Corporation
Illinois
-$286K -896 Closed
IAN
594
Integrated Advisors Network
Texas
-$285K -892 Closed
PM
595
Parametrica Management
Hong Kong
-$271K -849 Closed
MFG
596
Magnus Financial Group
New York
-$257K -804 Closed
BWM
597
BNC Wealth Management
Oregon
-$256K -801 Closed
BAM
598
Blueshift Asset Management
New Jersey
-$250K -783 Closed
RFC
599
Regions Financial Corp
Alabama
-$238K -747 Closed
EWM
600
Evermay Wealth Management
Virginia
-$232K -727 Closed

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.