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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
BIT Capital
Germany
-$87K -672 Closed
UOTTAIMCU
602
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$83.3K -643 Closed
NC
603
NewSquare Capital
Pennsylvania
-$64.8K -500 Closed
OAM
604
Ostrum Asset Management
France
-$42.2K -326 Closed
SIM
605
Sentry Investment Management
Wisconsin
-$41K -319 Closed
PCM
606
Penserra Capital Management
California
-$40K -313 Closed
Kayne Anderson Rudnick Investment Management
607
Kayne Anderson Rudnick Investment Management
California
-$35.9K -277 Closed
TFM
608
TFC Financial Management
Massachusetts
-$25.9K -200 Closed
BAAM
609
Baker Avenue Asset Management
California
-$23.8K -184 Closed
MSE
610
MUFG Securities EMEA
United Kingdom
-$18.6K -144 Closed
HCA
611
Heck Capital Advisors
Wisconsin
-$17.7K -137 Closed
IG
612
ING Group
Netherlands
-$13K -100 Closed
LS
613
Livforsakringsbolaget Skandia
Sweden
-$12.9K -100 Closed
HT
614
Headlands Technologies
Illinois
-$12.2K -94 Closed
MIA
615
Milestone Investment Advisors
Wisconsin
-$8.81K -68 Closed
SFM
616
Systematic Financial Management
New Jersey
-$7.77K -60 Closed
FIM
617
FWL Investment Management
Texas
-$7.38K -57 Closed
QL
618
Quarry LP
New York
-$7.25K -56 Closed
HBW
619
Hazlett, Burt & Watson
West Virginia
-$6K -50 Closed
SSB
620
Sandy Spring Bank
Maryland
-$6.48K -50 Closed
Legacy Financial Group (Iowa)
621
Legacy Financial Group (Iowa)
Iowa
-$5.7K -44 Closed
MIM
622
Macroview Investment Management
Maryland
-$5.18K -40 Closed
TIM
623
Tortoise Investment Management
New York
-$5.18K -40 Closed
NIC
624
Northwest Investment Counselors
Oregon
-$4.66K -36 Closed
RA
625
Rational Advisors
New York
-$9.69K -36 Closed

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.