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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
Koshinski Asset Management
701
Koshinski Asset Management
Illinois
– -$106K -330 Closed
FGAM
702
Financial Gravity Asset Management
Texas
– -$3 -322 Closed
DCM
703
Dupont Capital Management
Delaware
– -$98K -304 Closed
FAG
704
Fortitude Advisory Group
Washington
– -$42K -129 Closed
ACM
705
Aquatic Capital Management
Illinois
– -$32K -100 Closed
BAM
706
Baldrige Asset Management
Pennsylvania
– -$23K -70 Closed
KFP
707
KB Financial Partners
New Jersey
– -$16.4K -60 Closed
PCM
708
Penserra Capital Management
California
– -$14K -44 Closed
SC
709
Sierra Capital
Florida
– -$14K -43 Closed
COCM
710
Charter Oak Capital Management
New Hampshire
– -$12K -37 Closed
GAM
711
Gemmer Asset Management
California
– -$10K -34 Closed
DFCM
712
Dark Forest Capital Management
Puerto Rico
– -$7K -22 Closed
TFO
713
Tarbox Family Office
California
– -$5K -14 Closed
CI
714
Cordant Inc
Oregon
– -$2K -7 Closed
LAS
715
Lloyd Advisory Services
Georgia
– -$2K -6 Closed
T
716
TCWP
Ohio
– -$1K -6 Closed
TAIM
717
TD Ameritrade Investment Management
Nebraska
– -$820 -3 -75%
BTI
718
Blue Trust Inc
Georgia
– +$547 +2 New
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.