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SolarEdge

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88%78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
576
Banque Pictet & Cie
Switzerland
-$373K -1,350 Closed
GC
577
GFG Capital
Florida
-$306K -1,107 Closed
LNC
578
Lincoln National Corp
Pennsylvania
-$293K -1,059 Closed
QT
579
Quantamental Technologies
New York
-$275K -994 Closed
XT
580
XTX Topco
Cayman Islands
-$257K -929 Closed
BAM
581
Blueshift Asset Management
New Jersey
-$235K -851 Closed
BFM
582
Boothbay Fund Management
New York
-$222K -802 Closed
FFS
583
Founders Financial Securities
Maryland
-$207K -750 Closed
SWM
584
Sculati Wealth Management
Michigan
-$207K -750 Closed
Treasurer of the State of North Carolina
585
Treasurer of the State of North Carolina
North Carolina
-$205K -740 Closed
FC
586
FORA Capital
Florida
-$173K -626 Closed
AWM
587
AllSquare Wealth Management
New York
-$83K -300 Closed
HCM
588
Highlander Capital Management
New Jersey
-$83K -300 Closed
GAM
589
GVO Asset Management
Switzerland
-$73K -265 Closed
CCG
590
Capital CS Group
California
-$46K -168 Closed
CC
591
Cypress Capital
Tennessee
-$22K -79 Closed
HNB
592
Huntington National Bank
Ohio
-$22K -79 Closed
CT
593
Clearstead Trust
Maine
-$16K -58 Closed
CFO
594
CVA Family Office
Colorado
-$8K -30 Closed
ME
595
McIlrath & Eck
Washington
-$7K -27 Closed
PGWM
596
Parisi Gray Wealth Management
New Jersey
-$6K -21 Closed
MFT
597
Moisand Fitzgerald Tamayo
Florida
-$6K -20 Closed
NFSG
598
Newbridge Financial Services Group
Florida
-$6K -20 Closed
IFAM
599
Institutional & Family Asset Management
Colorado
-$5K -19 Closed
GWS
600
Glassman Wealth Services
Virginia
-$5K -17 Closed

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.