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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
ZB
626
Zions Bancorporation
Utah
$4.25K -$11.9K -45 -75%
BBHC
627
Brown Brothers Harriman & Co
New York
$4.25K – – –
EWA
628
EverSource Wealth Advisors
Alabama
$4.25K +$265 +1 +7%
WT
629
Whittier Trust
California
$4.25K +$3.98K +15 New
CPG
630
Cornerstone Planning Group
New Jersey
$4.01K +$3.71K +14 New
SWM
631
Spire Wealth Management
Virginia
$4K – – –
CA
632
CoreCap Advisors
Michigan
$3.97K +$3.71K +14 New
TPCW
633
TD Private Client Wealth
New York
$3.68K -$9.55K -36 -73%
CS
634
Comerica Securities
Michigan
$3.68K +$3.45K +13 New
TAM
635
Tucker Asset Management
Colorado
$3.65K – – –
BIA
636
Bell Investment Advisors
California
$3.4K -$1.33K -5 -29%
SWA
637
Sutton Wealth Advisors
Florida
$3.4K -$265 -1 -8%
HIA
638
Harbor Investment Advisory
Maryland
$3.12K +$2.12K +8 +267%
PTC
639
Private Trust Company
Ohio
$3K -$265 -1 -10%
EWM
640
Endurance Wealth Management
Rhode Island
$3K – – –
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.83K – – –
WPA
642
West Paces Advisors
Georgia
$2.83K – – –
SC
643
Schubert & Co
Texas
$2.83K +$265 +1 +11%
NC
644
NewSquare Capital
Pennsylvania
$2.83K +$2.65K +10 New
WTA
645
Washington Trust Advisors
Massachusetts
$2.55K – – –
CYG
646
Clean Yield Group
Vermont
$2.27K +$1.33K +5 +167%
PWMG
647
Prestige Wealth Management Group
New Jersey
$2.27K +$2.12K +8 New
C
648
Covestor
United Kingdom
$2K – – –
KFP
649
KB Financial Partners
New Jersey
$2K +$531 +2 +40%
LF
650
Lee Financial
Texas
$1.98K – – –
24 25
26
27 28

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.