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SolarEdge
SEDG

676 hedge funds and large institutions have $13.6B invested in SolarEdge in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

25% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.73B)

5% more funds holding

Funds holding: 642 → 676 (+34)

0.67% more ownership

Funds ownership: 85.31% → 85.98% (+0.67%)

6% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 250

12% less call options, than puts

Call options by funds: $724M | Put options by funds: $825M

Holders
676
Holders Change
+34
Holders Change %
+5.3%
% of All Funds
10.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
110
Increased
235
Reduced
250
Closed
66
Calls
$724M
Puts
$825M
Net Calls
-$100M
Net Calls Change
+$12.8M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$127M
2
SM
Senvest Management
New York
+$112M
3
DCP
DSM Capital Partners
Florida
+$95.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$86.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
2
BlackRock
BlackRock
New York
-$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
601
Investment Research & Advisory Group
Georgia
$10.8K – – –
PFBT
602
Parkside Financial Bank & Trust
Missouri
$10.5K +$1.06K +4 +12%
RA
603
Rational Advisors
New York
$10.2K – – –
FMP
604
Financial Management Professionals
Texas
$10K – – –
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$9.91K – – –
GWM
606
Geneos Wealth Management
Colorado
$9.91K – – –
CWA
607
Carolina Wealth Advisors
South Carolina
$9K -$7.7K -29 -48%
IGWM
608
ICA Group Wealth Management
Colorado
$8.5K +$7.96K +30 New
EARNEST Partners
609
EARNEST Partners
Georgia
$8.21K – – –
RBC
610
Romano Brothers & Co
Illinois
$8.21K +$7.7K +29 New
JWA
611
JFS Wealth Advisors
Pennsylvania
$7.93K -$11.7K -44 -61%
EI
612
Ellevest Inc
New York
$7.93K -$4.25K -16 -36%
OLVIG
613
Oliver Lagore Vanvalin Investment Group
Michigan
$7.93K +$1.33K +5 +22%
SWA
614
SOA Wealth Advisors
New York
$7.08K – – –
TCM
615
Tradewinds Capital Management
Washington
$6.8K – – –
WTC
616
WhitTier Trust Company
Nevada
$6.8K +$265 +1 +4%
VCM
617
Versant Capital Management
Arizona
$6.51K – – –
LC
618
Lindbrook Capital
California
$5.67K -$17.8K -67 -77%
CFO
619
CVA Family Office
Colorado
$5.67K -$7.96K -30 -60%
BCMLT
620
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.67K +$5.31K +20 New
FFA
621
Farther Finance Advisors
California
$5.67K +$5.31K +20 New
FA
622
Financial Avengers
California
$5.67K +$5.31K +20 New
WWM
623
Wolff Wiese Magana
California
$5.38K -$265 -1 -5%
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$5K -$7.17K -27 -60%
MTIC
625
Missouri Trust & Investment Company
Missouri
$5K – – –
23 24
25
26 27

SEDG Hedge Fund Activity: Q4 2022 in Review

676 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2022, worth a combined $13.6B — up 25% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SEDG positions and 66 closed out — a net gain of 44 holders — while 235 added to existing stakes and 250 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 676 institutional investors held SolarEdge (SEDG) as of Q4 2022, up from 642 in Q3 2022.
  • Funds reported $13.6B of SolarEdge stock for Q4 2022, up 25% quarter-over-quarter.
  • 110 funds opened new SolarEdge positions in Q4 2022 and 66 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q4 2022 was Holocene Advisors, an estimated $127M added.
  • The largest SolarEdge seller in Q4 2022 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2022.