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SolarEdge

655 hedge funds and large institutions have $14.2B invested in SolarEdge in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $11.7B → $14.2B (+$2.5B)

19% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 207

9% more funds holding

Funds holding: 602655 (+53)

1.37% more ownership

Funds ownership: 79.97%81.34% (+1.4%)

5% more call options, than puts

Call options by funds: $686M | Put options by funds: $652M

Holders
655
Holders Change
+53
Holders Change %
+8.8%
% of All Funds
10.33%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
115
Increased
246
Reduced
207
Closed
56
Calls
$686M
Puts
$652M
Net Calls
+$33.4M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Sierra Capital
Florida
$14K +$549 +2 +5%
BBHC
602
Brown Brothers Harriman & Co
New York
$12K
FMP
603
Financial Management Professionals
Texas
$12K +$9.89K +36 New
COCM
604
Charter Oak Capital Management
New Hampshire
$12K +$10.2K +37 New
GWM
605
Geneos Wealth Management
Colorado
$11K -$17.9K -65 -65%
BWP
606
Baldwin Wealth Partners
Massachusetts
$11K
RA
607
Rational Advisors
New York
$11K +$9.34K +34 New
GAM
608
Gemmer Asset Management
California
$10K
MCM
609
MV Capital Management
Maryland
$10K +$7.69K +28 +1,400%
EARNEST Partners
610
EARNEST Partners
Georgia
$9K
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.65K +6 +27%
SWA
612
SOA Wealth Advisors
New York
$8K
STCOSD
613
Sageworth Trust Company of South Dakota
South Dakota
$7K -$26.9K -98 -82%
VCM
614
Versant Capital Management
Arizona
$7K
DFCM
615
Dark Forest Capital Management
Puerto Rico
$7K +$824 +3 +16%
EW
616
Evoke Wealth
California
$7K +$6.04K +22 New
SSG
617
Summit Securities Group
New York
$7K +$6.04K +22 New
HIA
618
Harbor Investment Advisory
Maryland
$7K +$6.32K +23 New
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$6.32K +23 New
WTC
620
WhitTier Trust Company
Nevada
$6K -$63.4K -231 -92%
GWSG
621
GPS Wealth Strategies Group
Colorado
$6K -$10.4K -38 -67%
SIC
622
SJS Investment Consulting
Ohio
$6K +$275 +1 +5%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$5K +$2.75K +10 +200%
TFO
624
Tarbox Family Office
California
$5K +$3.85K +14 New
WTA
625
Washington Trust Advisors
Massachusetts
$4K

SEDG Hedge Fund Activity: Q1 2022 in Review

655 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2022, worth a combined $14.2B — up 21% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SEDG positions and 56 closed out — a net gain of 59 holders — while 246 added to existing stakes and 207 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $94.7M. The largest seller was Holocene Advisors, cutting an estimated $89.6M.

  • 655 institutional investors held SolarEdge (SEDG) as of Q1 2022, up from 602 in Q4 2021.
  • Funds reported $14.2B of SolarEdge stock for Q1 2022, up 21% quarter-over-quarter.
  • 115 funds opened new SolarEdge positions in Q1 2022 and 56 closed out, a net change of +59 holders.
  • The largest SolarEdge buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $94.7M added.
  • The largest SolarEdge seller in Q1 2022 was Holocene Advisors, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2022.