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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
AF
651
Allworth Financial
California
$1.7K -$1.33K -5 -45%
SIC
652
SJS Investment Consulting
Ohio
$1.7K +$1.06K +4 +200%
MA
653
Montag & Associates
Georgia
$1.7K +$1.59K +6 New
PWS
654
Paragon Wealth Strategies
Florida
$1.7K +$1.59K +6 New
CA
655
Clearstead Advisors
Ohio
$1.42K – – –
CFB
656
Cullen/Frost Bankers
Texas
$1.42K – – –
TCA
657
Trifecta Capital Advisors
Illinois
$1.42K +$1.33K +5 New
AWM
658
Abound Wealth Management
Tennessee
$1.13K – – –
LFG
659
Larson Financial Group
Missouri
$1.13K – – –
DI
660
Disciplined Investments
Oklahoma
$1.13K +$531 +2 +100%
CAL
661
Capital Advisors Ltd
Ohio
$1K -$1.86K -7 -70%
PPC
662
Park Place Capital
Alabama
$1K +$796 +3 New
SFG
663
Steward Financial Group
Texas
$1K +$1.59K +6 New
AAP
664
Arax Advisory Partners
Colorado
$850 – – –
MIM
665
Macroview Investment Management
Maryland
$850 – – –
PI
666
PEAK6 Investments
Illinois
$665 -$138K -519 -100%
KTC
667
Kistler-Tiffany Companies
Pennsylvania
$567 – – –
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$567 +$531 +2 New
ECM
669
Everence Capital Management
Indiana
$496 -$154K -580 -25%
FGAM
670
Financial Gravity Asset Management
Texas
$354 -$967K -3,644 -93%
FSWA
671
Financial Synergies Wealth Advisors
Texas
$284 – – –
CWC
672
Carolinas Wealth Consulting
North Carolina
$283 – – –
SBL
673
Sargent Bickham Lagudis
Colorado
$283 – – –
TWD
674
True Wealth Design
Ohio
$283 +$265 +1 New
WIM
675
Westside Investment Management
California
$76 – – –
25 26
27
28 29

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.