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SolarEdge

642 hedge funds and large institutions have $10.8B invested in SolarEdge in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

14% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 218

1% more funds holding

Funds holding: 637642 (+5)

0.5% more ownership

Funds ownership: 84.81%85.31% (+0.5%)

15% less capital invested

Capital invested by funds: $12.7B → $10.8B (-$1.86B)

17% less call options, than puts

Call options by funds: $562M | Put options by funds: $675M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
642
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
11.06%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
85
Increased
249
Reduced
218
Closed
70
Calls
$562M
Puts
$675M
Net Calls
-$113M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Storebrand Asset Management
Norway
$53.3M -$534K -1,811 -0.8%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$49.7M +$2M +6,774 +3%
Bank of America
53
Bank of America
North Carolina
$48M -$15.3M -51,981 -20%
Citigroup
54
Citigroup
New York
$43.6M +$1.51M +5,119 +3%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$42.8M +$1.43M +4,841 +3%
Fidelity International
56
Fidelity International
Bermuda
$42.8M +$428K +1,452 +0.8%
EAM
57
Erste Asset Management
Austria
$40.7M +$1.92M +6,497 +4%
Citadel Advisors
58
Citadel Advisors
Florida
$39.2M +$30.7M +104,142 +160%
Vontobel Holding
59
Vontobel Holding
Switzerland
$34.5M +$1.61M +5,473 +4%
Federated Hermes
60
Federated Hermes
Pennsylvania
$34.4M +$11.2M +38,037 +34%
RPI
61
Railway Pension Investments
United Kingdom
$34.4M
VOYA Investment Management
62
VOYA Investment Management
Georgia
$33.6M +$38.1M +129,020 +795%
ZIG
63
Zurich Insurance Group
Switzerland
$33.6M -$8.51M -28,860 -17%
MAM
64
Montanaro Asset Management
United Kingdom
$33.6M -$3.49M -11,820 -8%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$33M -$2.42M -8,209 -5%
Millennium Management
66
Millennium Management
New York
$32.7M -$3.94M -13,363 -9%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$31.4M -$10.2M -34,534 -20%
AII
68
AGF Investments Inc
Ontario, Canada
$26.6M +$33.9M +115,000 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$25.9M +$3.53M +11,961 +12%
CS
70
Candriam SCA
Luxembourg
$25.8M +$5.31M +18,006 +19%
UBS Group
71
UBS Group
Switzerland
$25.6M +$19.2M +65,173 +143%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$25.6M +$32.7M +110,732 New
TC
73
TwinBeech Capital
New York
$25M +$31.9M +108,072 New
DCP
74
DSM Capital Partners
Florida
$24.4M +$31.2M +105,629 New
NI
75
Noked Israel
Israel
$23.1M -$35.1M -118,981 -54%

SEDG Hedge Fund Activity: Q3 2022 in Review

642 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2022, worth a combined $10.8B — down 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 70 closed out — a net gain of 15 holders — while 249 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 642 institutional investors held SolarEdge (SEDG) as of Q3 2022, up from 637 in Q2 2022.
  • Funds reported $10.8B of SolarEdge stock for Q3 2022, down 15% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q3 2022 and 70 closed out, a net change of +15 holders.
  • The largest SolarEdge buyer in Q3 2022 was Fidelity Investments, an estimated $139M added.
  • The largest SolarEdge seller in Q3 2022 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2022.