SEDG icon

SolarEdge

682 hedge funds and large institutions have $14.8B invested in SolarEdge in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 256 increasing their positions, 224 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
10.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
92
Increased
256
Reduced
224
Closed
66
Calls
$659M
Puts
$782M
Net Calls
-$123M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
601
Sutton Wealth Advisors
Florida
$14.6K +$10.9K +36 +300%
NFSG
602
Newbridge Financial Services Group
Florida
$14.3K +$14.3K +47 New
BTI
603
Blue Trust Inc
Georgia
$14K -$549 -2 -4%
IA
604
IFP Advisors
Florida
$13.7K -$2.35K -43 -15%
TWC
605
TD Waterhouse Canada
Ontario, Canada
$13.6K
TIM
606
Tortoise Investment Management
New York
$12.2K +$12.2K +40 New
IRAG
607
Investment Research & Advisory Group
Georgia
$11.6K
FMP
608
Financial Management Professionals
Texas
$11K
NIC
609
Northwest Investment Counselors
Oregon
$10.9K -$4.26K -14 -28%
RA
610
Rational Advisors
New York
$10.9K
PFBT
611
Parkside Financial Bank & Trust
Missouri
$10.6K -$608 -2 -5%
GWM
612
Geneos Wealth Management
Colorado
$10.6K
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$10.6K
TPCW
614
TD Private Client Wealth
New York
$10.6K +$6.69K +22 +169%
GFPC
615
Global Financial Private Client
Florida
$10.4K -$4.48K -15 -30%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$10.3K +$4.86K +16 +89%
JWA
617
JFS Wealth Advisors
Pennsylvania
$10K +$1.52K +5 +18%
WP
618
WealthPLAN Partners
Nebraska
$10K +$10K +33 New
WT
619
Whittier Trust
California
$10K +$5.47K +18 +120%
CWA
620
Carolina Wealth Advisors
South Carolina
$9.73K
IGWM
621
ICA Group Wealth Management
Colorado
$9.12K
EARNEST Partners
622
EARNEST Partners
Georgia
$8.82K
EI
623
Ellevest Inc
New York
$8.51K
ME
624
McIlrath & Eck
Washington
$8.21K +$8.21K +27 New
AA
625
AlphaMark Advisors
Kentucky
$8K -$8K -25 -50%