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SolarEdge
SEDG

217 hedge funds and large institutions have $1.34B invested in SolarEdge in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3.43% more ownership

Funds ownership: 81.52% → 84.95% (+3.4%)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

1% more funds holding

Funds holding: 215 → 217 (+2)

4% less capital invested

Capital invested by funds: $1.39B → $1.34B (-$55.2M)

44% less call options, than puts

Call options by funds: $37.1M | Put options by funds: $65.7M

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
41
Increased
90
Reduced
57
Closed
38
Calls
$37.1M
Puts
$65.7M
Net Calls
-$28.7M
Net Calls Change
-$16.4M

Top Buyers

1
O
OppenheimerFunds
New York
+$47.9M
2
MIH
Meitav Investment House
Israel
+$17.3M
3
BTP
Bloom Tree Partners
New York
+$13.4M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$11.7M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$7.66M

Top Sellers

1
RS
Robeco Schweiz
Switzerland
-$36.8M
2
SM
Senvest Management
New York
-$12.1M
3
IAM
Ion Asset Management
Israel
-$10.4M
4
VIG
Vienna Insurance Group
Poland
-$9.41M
5
Goldman Sachs
Goldman Sachs
New York
-$8.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
101
Credit Suisse
Switzerland
$818K -$843K -22,026 -49%
BFO
102
Boston Family Office
Massachusetts
$812K +$241K +6,300 +37%
VRS
103
Virginia Retirement Systems
Virginia
$776K +$310K +8,100 +58%
RJA
104
Raymond James & Associates
Florida
$776K +$520K +13,589 +159%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$725K -$154K -4,009 -16%
Stifel Financial
106
Stifel Financial
Missouri
$711K +$215K +5,626 +38%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$703K +$96.3K +2,514 +14%
HI
108
HBK Investments
Texas
$701K +$765K +19,981 New
JRP
109
Jasper Ridge Partners
California
$699K – – –
USAA
110
United Services Automobile Association
Texas
$698K +$36.5K +952 +5%
DZ Bank
111
DZ Bank
Germany
$697K – – –
ARTA
112
A.R.T. Advisors
New York
$683K -$394K -10,300 -35%
UBS AM
113
UBS AM
Illinois
$673K +$70.8K +1,849 +11%
CS
114
Cannell & Spears
New York
$642K – – –
BJL
115
Brighton Jones LLC
Washington
$628K +$685K +17,892 New
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$565K -$107K -2,791 -15%
VHMC
117
Value Holdings Management Company
New York
$562K +$613K +16,000 New
SG Americas Securities
118
SG Americas Securities
New York
$560K +$145K +3,785 +31%
MERSOM
119
Municipal Employees' Retirement System of Michigan
Michigan
$540K +$589K +15,380 New
Simplex Trading
120
Simplex Trading
Illinois
$530K -$64.1K -1,673 -10%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$518K +$174K +4,537 +44%
APG Asset Management
122
APG Asset Management
Netherlands
$513K +$88.1K +2,300 +16%
OA
123
Oak Associates
Ohio
$509K – – –
GC
124
Globeflex Capital
California
$505K – – –
SOADOR
125
State of Alaska Department of Revenue
Alaska
$504K +$20.3K +530 +4%
3 4
5
6 7

SEDG Hedge Fund Activity: Q4 2018 in Review

217 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2018, worth a combined $1.34B — down 4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SEDG positions and 38 closed out — a net gain of 3 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $47.9M. The largest seller was Robeco Schweiz, cutting an estimated $36.8M.

  • 217 institutional investors held SolarEdge (SEDG) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.34B of SolarEdge stock for Q4 2018, down 4% quarter-over-quarter.
  • 41 funds opened new SolarEdge positions in Q4 2018 and 38 closed out, a net change of +3 holders.
  • The largest SolarEdge buyer in Q4 2018 was OppenheimerFunds, an estimated $47.9M added.
  • The largest SolarEdge seller in Q4 2018 was Robeco Schweiz, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2018.