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SolarEdge
SEDG

637 hedge funds and large institutions have $12.7B invested in SolarEdge in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 284 increasing their positions, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.47% more ownership

Funds ownership: 81.34% → 84.81% (+3.5%)

3% less funds holding

Funds holding: 655 → 637 (-18)

11% less capital invested

Capital invested by funds: $14.2B → $12.7B (-$1.52B)

11% less call options, than puts

Call options by funds: $642M | Put options by funds: $722M

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.73%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.25%
New
72
Increased
284
Reduced
186
Closed
82
Calls
$642M
Puts
$722M
Net Calls
-$80.7M
Net Calls Change
-$114M

Top Buyers

1
BlackRock
BlackRock
New York
+$279M
2
Goldman Sachs
Goldman Sachs
New York
+$145M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$107M
4
FAM
Fred Alger Management
New York
+$59.1M
5
Morgan Stanley
Morgan Stanley
New York
+$42.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$73.5M
2
Holocene Advisors
Holocene Advisors
New York
-$54.9M
3
CI
Clal Insurance
Israel
-$54.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCMU
651
Rokos Capital Management (UK)
United Kingdom
– -$4.8M -15,000 Closed
VF
652
Virtu Financial
New York
– -$4.31M -13,367 Closed
BAM
653
Blueshift Asset Management
New Jersey
– -$4.22M -13,094 Closed
BC
654
Brookfield Corp
Ontario, Canada
– -$4.21M -13,048 Closed
HF
655
HRT Financial
New York
– -$4.1M -12,713 Closed
YCM
656
Yaupon Capital Management
New York
– -$3.22M -10,000 Closed
EGM
657
Engineers Gate Manager
New York
– -$3.19M -9,901 Closed
CM
658
CoreCommodity Management
Connecticut
– -$3.02M -9,353 Closed
FMI
659
F/M Investments
District of Columbia
– -$2.6M -8,071 Closed
LPARFS
660
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$2.58M -8,000 Closed
PAA
661
Peregrine Asset Advisers
Oregon
– -$2.45M -7,590 Closed
MSL
662
Mackay Shields LLC
New York
– -$2.42M -7,501 Closed
OC
663
Optimas Capital
Hong Kong
– -$2.03M -6,300 Closed
AFM
664
Anson Funds Management
Texas
– -$1.93M -6,000 Closed
SEC
665
Seven Eight Capital
New York
– -$1.61M -5,006 Closed
WMSA
666
Weiss Multi-Strategy Advisers
New York
– -$1.32M -4,087 Closed
ESCM
667
Echo Street Capital Management
New York
– -$984K -3,051 Closed
TCM
668
Tributary Capital Management
Nebraska
– -$925K -2,870 Closed
PAMP
669
Polar Asset Management Partners
Ontario, Canada
– -$806K -2,500 Closed
GCM
670
Graham Capital Management
Connecticut
– -$734K -2,278 Closed
SCM
671
Stevens Capital Management
Pennsylvania
– -$610K -1,891 Closed
MOS
672
MGO One Seven
Ohio
– -$387K -1,803 Closed
TSS
673
Two Sigma Securities
New York
– -$565K -1,752 Closed
WCA
674
Waratah Capital Advisors
Ontario, Canada
– -$512K -1,589 Closed
AWM
675
Axxcess Wealth Management
California
– -$494K -1,531 Closed
25 26
27
28 29

SEDG Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2022, worth a combined $12.7B — down 11% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of SEDG and 72 opened new positions — a net loss of 10 holders — while 186 trimmed existing stakes and 284 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was JP Morgan Chase, cutting an estimated $73.5M.

  • 637 institutional investors held SolarEdge (SEDG) as of Q2 2022, down from 655 in Q1 2022.
  • Funds reported $12.7B of SolarEdge stock for Q2 2022, down 11% quarter-over-quarter.
  • 72 funds opened new SolarEdge positions in Q2 2022 and 82 closed out, a net change of -10 holders.
  • The largest SolarEdge buyer in Q2 2022 was BlackRock, an estimated $279M added.
  • The largest SolarEdge seller in Q2 2022 was JP Morgan Chase, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2022.