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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
Nordea Investment Management
126
Nordea Investment Management
Sweden
$377K +$333K +13,200 New
O
127
OppenheimerFunds
New York
$356K +$314K +12,475 New
EMG
128
ETF Managers Group
New Jersey
$345K +$19.5K +774 +7%
LA
129
Lucus Advisors
New York
$345K +$304K +12,076 New
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$334K – – –
CAMG
131
CWA Asset Management Group
Florida
$327K +$5.04K +200 +2%
CSS
132
Cubist Systematic Strategies
Connecticut
$325K +$287K +11,400 New
ARTA
133
A.R.T. Advisors
New York
$315K +$279K +11,054 New
FCM
134
Firsthand Capital Management
California
$314K – – –
Wells Fargo
135
Wells Fargo
California
$294K +$42.3K +1,680 +20%
HCM
136
Highbridge Capital Management
New York
$290K +$256K +10,166 New
SG Americas Securities
137
SG Americas Securities
New York
$284K -$71.3K -2,828 -22%
CGH
138
Crossmark Global Holdings
Texas
$280K +$247K +9,790 New
EAM
139
EULAV Asset Management
Florida
$257K +$227K +9,000 New
MSA
140
Mason Street Advisors
Wisconsin
$256K +$226K +8,953 New
VanEck Associates
141
VanEck Associates
New York
$244K -$496K -19,675 -70%
SPM
142
Symmetry Peak Management
Pennsylvania
$243K +$214K +8,500 New
Barclays
143
Barclays
United Kingdom
$242K -$341K -13,530 -61%
FMT
144
First Mercantile Trust
Tennessee
$239K +$211K +8,369 New
EDRH
145
Edmond de Rothschild Holding
Switzerland
$226K -$80.7K -3,200 -29%
VF
146
Virtu Financial
New York
$225K +$199K +7,897 New
PIA
147
Piedmont Investment Advisors
North Carolina
$220K +$194K +7,700 New
IR
148
Invictus RG
Bermuda
$202K -$135K -5,365 -43%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$199K +$176K +6,980 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$171K -$32.8K -1,300 -18%
4 5
6
7 8

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.