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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
626
SOA Wealth Advisors
New York
$7.6K
TCM
627
Tradewinds Capital Management
Washington
$7.3K
WTC
628
WhitTier Trust Company
Nevada
$7.29K
PTC
629
Private Trust Company
Ohio
$6.99K +$4.26K +14 +156%
VCM
630
Versant Capital Management
Arizona
$6.98K
SIC
631
Salem Investment Counselors
North Carolina
$6.08K -$144K -475 -96%
FA
632
Financial Avengers
California
$6.08K
FFA
633
Farther Finance Advisors
California
$6.08K
BCMLT
634
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.08K
CFO
635
CVA Family Office
Colorado
$6.08K
HBW
636
Hazlett, Burt & Watson
West Virginia
$6K +$6K +20 New
GWSG
637
GPS Wealth Strategies Group
Colorado
$5.78K +$5.78K +19 New
MTIC
638
Missouri Trust & Investment Company
Missouri
$5.47K
ZB
639
Zions Bancorporation
Utah
$5.47K +$912 +3 +20%
AF
640
Allworth Financial
California
$5.17K +$3.34K +11 +183%
MAM
641
Magellan Asset Management
Australia
$4.86K +$4.86K +16 New
BBHC
642
Brown Brothers Harriman & Co
New York
$4.56K
NC
643
NewSquare Capital
Pennsylvania
$3.65K +$608 +2 +20%
BWL
644
Bogart Wealth LLC
Virginia
$3.65K +$3.65K +12 New
TC
645
Truvestments Capital
Florida
$3.65K +$3.65K +12 New
EWA
646
EverSource Wealth Advisors
Alabama
$3.34K -$1.22K -4 -27%
HIA
647
Harbor Investment Advisory
Maryland
$3.34K
CIA
648
Cape Investment Advisory
Georgia
$3.34K +$3.34K +11 New
TAM
649
Tucker Asset Management
Colorado
$3.04K -$912 -3 -23%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.04K