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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
BTWM
601
Baker Tilly Wealth Management
Wisconsin
-$227K -711 Closed
DADC
602
D.A. Davidson & Co
Montana
-$227K -711 Closed
II
603
Inspire Investing
Idaho
-$223K -700 Closed
RBFC
604
Roman Butler Fullerton & Co
Missouri
-$219K -686 Closed
PCM
605
Parsons Capital Management
Rhode Island
-$207K -650 Closed
VAS
606
Vestmark Advisory Solutions
Massachusetts
-$205K -641 Closed
TWM
607
TriaGen Wealth Management
California
-$202K -634 Closed
VFA
608
Voya Financial Advisors
Connecticut
-$201K -629 Closed
FCA
609
FinTrust Capital Advisors
South Carolina
-$191K -600 Closed
DCM
610
Dupont Capital Management
Delaware
-$168K -526 Closed
RWA
611
Ropes Wealth Advisors
Massachusetts
-$57K -180 Closed
CAAS
612
Capital Asset Advisory Services
Michigan
-$41K -127 Closed
DWM
613
Defined Wealth Management
Oregon
-$37K -115 Closed
AWG
614
Altus Wealth Group
Colorado
-$35K -110 Closed
Acadian Asset Management
615
Acadian Asset Management
Massachusetts
-$26K -83 Closed
CT
616
Clearstead Trust
Maine
-$19K -58 Closed
OPW
617
Oxler Private Wealth
New York
-$12K -40 Closed
FTDI
618
First Trust Direct Indexing
Massachusetts
-$8K -25 Closed
VCG
619
Vantage Consulting Group
Virginia
-$8K -25 Closed
HGWM
620
Harvest Group Wealth Management
Massachusetts
-$5K -17 Closed
RPWA
621
Regent Peak Wealth Advisors
Georgia
-$4K -13 Closed
ABC
622
Associated Banc-Corp
Wisconsin
-$4K -12 Closed
PWPS
623
Pinnacle Wealth Planning Services
Ohio
-$2K -6 Closed
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -2 Closed