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SolarEdge

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88%78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$47.2M +$35.1K +129 +0.1%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$46.7M +$32.3M +118,529 +205%
DekaBank Deutsche Girozentrale
53
DekaBank Deutsche Girozentrale
Germany
$43.3M +$20.6M +75,753 +86%
NAMA
54
Nikko Asset Management Americas
New York
$42.5M +$6.72M +24,683 +18%
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.6M -$10.9M -40,185 -21%
MAM
56
Montanaro Asset Management
United Kingdom
$39.2M +$4.45M +16,350 +12%
PF
57
Phoenix Financial
Israel
$33.5M -$17.3M -63,556 -33%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$32.7M +$19.2M +70,450 +133%
NC
59
Noked Capital
Israel
$32.6M +$33.5M +123,035 New
NI
60
Noked Israel
Israel
$32.6M +$33.5M +123,035 New
EAM
61
Erste Asset Management
Austria
$32.4M +$1.37M +5,015 +4%
Federated Hermes
62
Federated Hermes
Pennsylvania
$32.4M +$21.4M +78,525 +180%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$31.1M +$14.9M +54,884 +87%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$31.1M +$672K +2,468 +2%
APG Asset Management
65
APG Asset Management
Netherlands
$30.6M +$3.33M +12,243 +10%
Barclays
66
Barclays
United Kingdom
$30.1M -$13.8M -50,824 -31%
Vontobel Holding
67
Vontobel Holding
Switzerland
$29.7M +$650K +2,389 +2%
RPI
68
Railway Pension Investments
United Kingdom
$29.4M
Franklin Resources
69
Franklin Resources
California
$29.4M -$22.9M -84,216 -43%
Assenagon Asset Management
70
Assenagon Asset Management
Luxembourg
$29.2M +$28.2M +103,638 +1,631%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$27.7M +$65.3K +240 +0.2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$27M -$6.34M -23,309 -19%
SI
73
Scout Investments
Missouri
$27M +$12M +44,109 +76%
Ameriprise
74
Ameriprise
Minnesota
$25.9M -$105M -386,651 -80%
BHC
75
Bowen Hanes & Co
Florida
$24.4M -$2.18M -8,000 -8%

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.