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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
BBHC
601
Brown Brothers Harriman & Co
New York
$3K -$6.19K -21 -58%
EW
602
Evoke Wealth
California
$3K -$1.77K -6 -29%
AF
603
Allworth Financial
California
$3K +$1.48K +5 +83%
EWA
604
EverSource Wealth Advisors
Alabama
$3K +$1.48K +5 +56%
TAM
605
Tucker Asset Management
Colorado
$2.99K +$3.83K +13 New
FGAM
606
Financial Gravity Asset Management
Texas
$2.94K +$1.16M +3,927 New
SC
607
Stephens Consulting
Michigan
$2.55K
WPA
608
West Paces Advisors
Georgia
$2.31K -$590 -2 -17%
C
609
Covestor
United Kingdom
$2K -$2.95K -10 -59%
PTC
610
Private Trust Company
Ohio
$2K -$2.65K -9 -47%
WTA
611
Washington Trust Advisors
Massachusetts
$2K -$1.18K -4 -31%
EWM
612
Endurance Wealth Management
Rhode Island
$2K
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
SC
614
Schubert & Co
Texas
$2K
SFO
615
Standard Family Office
South Dakota
$2K
CAL
616
Capital Advisors Ltd
Ohio
$2K +$1.77K +6 +150%
CB
617
Community Bank
New York
$2K +$2.06K +7 New
PI
618
PFS Investments
Georgia
$1.13K +$1.44M +4,873 New
HIA
619
Harbor Investment Advisory
Maryland
$1K -$5.9K -20 -87%
HR
620
Howe & Rusling
New York
$1K -$590 -2 -25%
AAP
621
Arax Advisory Partners
Colorado
$1K
CA
622
Clearstead Advisors
Ohio
$1K
LFG
623
Larson Financial Group
Missouri
$1K
LF
624
Lee Financial
Texas
$1K
MIM
625
Macroview Investment Management
Maryland
$1K

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.