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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
AWS
576
Atria Wealth Solutions
New York
-$266K -2,052 Closed
PC
577
Pier Capital
Connecticut
-$262K -2,022 Closed
CW
578
Connectus Wealth
Ohio
-$259K -2,000 Closed
EFL
579
ERn Financial LLC
Wisconsin
-$251K -1,935 Closed
MWM
580
Mission Wealth Management
California
-$247K -1,911 Closed
Cetera Investment Advisers
581
Cetera Investment Advisers
Illinois
-$245K -1,894 Closed
HP
582
Hartree Partners
New York
-$238K -1,835 Closed
GF
583
Gabelli Funds
New York
-$237K -1,830 Closed
William Blair & Company
584
William Blair & Company
Illinois
-$236K -1,825 Closed
PAM
585
Panagora Asset Management
Massachusetts
-$234K -1,807 Closed
UH
586
Unigestion Holding
Switzerland
-$232K -1,788 Closed
NMIMC
587
Northwestern Mutual Investment Management Company
Wisconsin
-$231K -1,784 Closed
TCM
588
Tandem Capital Management
New Jersey
-$230K -1,775 Closed
HI
589
Handelsinvest Investeringsforvaltning
Denmark
-$226K -1,744 Closed
TMAM
590
Tokio Marine Asset Management
Japan
-$219K -1,693 Closed
SAM
591
Silvercrest Asset Management
New York
-$217K -1,676 Closed
VCG
592
Vantage Consulting Group
Virginia
-$214K -1,655 Closed
BC
593
Bridgefront Capital
Texas
-$212K -1,634 Closed
IC
594
IEQ Capital
California
-$207K -1,597 Closed
UCFA
595
United Capital Financial Advisors
Texas
-$205K -1,585 Closed
OC
596
Oppenheimer & Co
New York
-$200K -1,548 Closed
VSQM
597
V-Square Quantitative Management
Illinois
-$181K -1,395 Closed
VI
598
Vestcor Inc
New Brunswick, Canada
-$170K -1,310 Closed
CM
599
Castleark Management
Illinois
-$140K -1,080 Closed
AIP
600
Ameritas Investment Partners
Nebraska
-$89.2K -689 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.