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SolarEdge
SEDG

Overview Fund Activity

667 hedge funds and large institutions have $13.5B invested in SolarEdge in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 206 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-15
Holders Change %
-2.2%
% of All Funds
10.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
71
Increased
274
Reduced
206
Closed
83
Calls
$591M
Puts
$695M
Net Calls
-$104M
Net Calls Change
+$19.4M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$405M
2
Swedbank
Swedbank
Sweden
$422M
3
BlackRock
BlackRock
New York
$1.58B
4
Man Group
Man Group
United Kingdom
$59.8M
5
DCP
DSM Capital Partners
Florida
$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$235M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$236M
4
ClearBridge Investments
ClearBridge Investments
New York
$110M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
626
GPS Wealth Strategies Group
Colorado
$5.11K – – –
GKIM
627
GW&K Investment Management
Massachusetts
$5K +$4.72K +17 +1,700%
MTIC
628
Missouri Trust & Investment Company
Missouri
$4.84K – – –
EWA
629
EverSource Wealth Advisors
Alabama
$4.57K +$1.61K +6 +55%
MAM
630
Magellan Asset Management
Australia
$4.31K – – –
FA
631
Fiduciary Alliance
South Carolina
$4.31K +$4.31K +16 New
BBHC
632
Brown Brothers Harriman & Co
New York
$4.04K – – –
AF
633
Allworth Financial
California
$3.77K -$807 -3 -18%
TC
634
Truvestments Capital
Florida
$3.23K – – –
NC
635
NewSquare Capital
Pennsylvania
$3.23K – – –
BWL
636
Bogart Wealth LLC
Virginia
$3.23K – – –
EWM
637
Endurance Wealth Management
Rhode Island
$3K – – –
HIA
638
Harbor Investment Advisory
Maryland
$2.96K – – –
CIA
639
Cape Investment Advisory
Georgia
$2.96K – – –
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69K – – –
TAM
641
Tucker Asset Management
Colorado
$2.69K – – –
CPG
642
Cornerstone Planning Group
New Jersey
$2.42K +$2.42K +9 New
CYG
643
Clean Yield Group
Vermont
$2.15K – – –
KFP
644
KB Financial Partners
New Jersey
$2K -$286 -1 -13%
ADL
645
Asset Dedication LLC
California
$2K +$2K +8 New
AWM
646
Abound Wealth Management
Tennessee
$1.88K +$269 +1 +17%
LF
647
Lee Financial
Texas
$1.62K – – –
MA
648
Montag & Associates
Georgia
$1.35K -$269 -1 -17%
CA
649
Clearstead Advisors
Ohio
$1.35K – – –
TCA
650
Trifecta Capital Advisors
Illinois
$1.35K – – –
24 25
26
27 28