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SolarEdge
SEDG

181 hedge funds and large institutions have $837M invested in SolarEdge in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 17

71% more capital invested

Capital invested by funds: $489M → $837M (+$348M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more funds holding

Funds holding: 124 → 181 (+57)

10.78% more ownership

Funds ownership: 58.87% → 69.65% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

41% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $27.6M

Holders
181
Holders Change
+57
Holders Change %
+45.97%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
75
Increased
44
Reduced
44
Closed
17
Calls
$16.3M
Puts
$27.6M
Net Calls
-$11.3M
Net Calls Change
-$6.57M

Top Buyers

1
BlackRock
BlackRock
New York
+$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$23.5M
3
SFM
Soros Fund Management
New York
+$17.5M
4
BHC
Bowen Hanes & Co
Florida
+$13.7M
5
Deutsche Bank
Deutsche Bank
Germany
+$12.4M

Top Sellers

1
SM
Senvest Management
New York
-$27.1M
2
Millennium Management
Millennium Management
New York
-$23.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$21.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.6M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$9.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$1.23M +$452K +17,943 +72%
CIA
77
Cascade Investment Advisors
Oregon
$1.21M +$2.52K +100 +0.2%
Comerica Bank
78
Comerica Bank
Texas
$1.17M +$907K +35,974 New
V
79
Veritable
Delaware
$1.07M -$463K -18,365 -33%
BFS
80
Bradley Foster & Sargent
Connecticut
$1.07M – – –
PPA
81
Parametric Portfolio Associates
Washington
$1.03M +$190K +7,541 +27%
GC
82
Globeflex Capital
California
$1.02M +$701K +27,828 +355%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$996K +$315K +12,498 +56%
Citigroup
84
Citigroup
New York
$949K +$480K +19,044 +134%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$884K +$781K +30,972 New
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$882K +$779K +30,898 New
Neuberger Berman Group
87
Neuberger Berman Group
New York
$846K -$63.1K -2,505 -8%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$842K +$189K +7,517 +34%
Macquarie Group
89
Macquarie Group
Australia
$839K +$741K +29,400 New
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$817K +$721K +28,601 New
OA
91
Oak Associates
Ohio
$801K – – –
RJA
92
Raymond James & Associates
Florida
$784K +$9.4K +373 +1%
CC
93
Cipher Capital
New York
$774K +$683K +27,093 New
TPSF
94
Texas Permanent School Fund
Texas
$737K +$651K +25,807 New
BCM
95
Bayesian Capital Management
New York
$731K +$645K +25,600 New
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$665K +$587K +23,300 New
CS
97
Credit Suisse
Switzerland
$649K +$572K +22,710 New
Public Sector Pension Investment Board (PSP Investments)
98
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$637K +$563K +22,316 New
Credit Agricole
99
Credit Agricole
France
$616K -$622K -24,673 -53%
Allianz Asset Management
100
Allianz Asset Management
Germany
$616K +$544K +21,570 New
2 3
4
5 6

SEDG Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2017, worth a combined $837M — up 71% from $489M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SEDG positions and 17 closed out — a net gain of 58 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $56.4M. The largest seller was Senvest Management, cutting an estimated $27.1M.

  • 181 institutional investors held SolarEdge (SEDG) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $837M of SolarEdge stock for Q3 2017, up 71% quarter-over-quarter.
  • 75 funds opened new SolarEdge positions in Q3 2017 and 17 closed out, a net change of +58 holders.
  • The largest SolarEdge buyer in Q3 2017 was BlackRock, an estimated $56.4M added.
  • The largest SolarEdge seller in Q3 2017 was Senvest Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.