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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
EI
576
Ellevest Inc
New York
$10K
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$10K +$590 +2 +5%
IRAG
578
Investment Research & Advisory Group
Georgia
$9K
AF
579
Advisornet Financial
Minnesota
$9K +$8.85K +30 +273%
HCA
580
Heck Capital Advisors
Wisconsin
$8.33K +$10.6K +36 New
FMP
581
Financial Management Professionals
Texas
$8K
GWM
582
Geneos Wealth Management
Colorado
$8K
RA
583
Rational Advisors
New York
$8K +$295 +1 +3%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$8K +$2.06K +7 +25%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$7K -$3.25K -11 -25%
EARNEST Partners
586
EARNEST Partners
Georgia
$7K
MAWCM
587
Mine & Arao Wealth Creation & Management
California
$6K
TCM
588
Tradewinds Capital Management
Washington
$6K
BTI
589
Blue Trust Inc
Georgia
$6K +$6.19K +21 +1,050%
BWP
590
Baldwin Wealth Partners
Massachusetts
$5K -$4.42K -15 -43%
OLVIG
591
Oliver Lagore Vanvalin Investment Group
Michigan
$5K -$2.95K -10 -30%
WTC
592
WhitTier Trust Company
Nevada
$5K -$295 -1 -4%
SWA
593
SOA Wealth Advisors
New York
$5K
VCM
594
Versant Capital Management
Arizona
$5K
WWM
595
Wolff Wiese Magana
California
$5K +$295 +1 +5%
SWM
596
Spire Wealth Management
Virginia
$4K -$38.1K -129 -90%
BIA
597
Bell Investment Advisors
California
$4K
GWSG
598
GPS Wealth Strategies Group
Colorado
$4K
MTIC
599
Missouri Trust & Investment Company
Missouri
$4K
SWA
600
Sutton Wealth Advisors
Florida
$3.01K -$885 -3 -19%

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.