We are live on ! Find out more
SEDG icon

SolarEdge

289 hedge funds and large institutions have $3.3B invested in SolarEdge in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.48B → $3.3B (+$823M)

17% more funds holding

Funds holding: 248289 (+41)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

0% more call options, than puts

Call options by funds: $175M | Put options by funds: $175M

1.26% less ownership

Funds ownership: 83.39%82.13% (-1.3%)

Holders
289
Holders Change
+41
Holders Change %
+16.53%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
81
Increased
89
Reduced
78
Closed
37
Calls
$175M
Puts
$175M
Net Calls
+$627K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$995K -$2.03M -27,291 -70%
CS
152
Cannell & Spears
New York
$971K -$499K -6,700 -37%
ACM
153
Arlington Capital Management
Illinois
$929K +$827K +11,093 New
VOYA Investment Management
154
VOYA Investment Management
Georgia
$906K -$6.63K -89 -0.8%
NEIRG
155
New England Investment & Retirement Group
Massachusetts
$850K +$757K +10,151 New
FAM
156
Fred Alger Management
New York
$841K +$749K +10,051 New
Jane Street
157
Jane Street
New York
$824K -$1.63M -21,923 -69%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$812K +$723K +9,694 New
AA
159
ALPS Advisors
Colorado
$810K +$722K +9,680 New
SCM
160
Shelton Capital Management
Colorado
$796K
LPL Financial
161
LPL Financial
California
$773K +$362K +4,862 +111%
GC
162
Guggenheim Capital
Illinois
$748K +$325K +4,360 +95%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$746K
VI
164
Versor Investments
New York
$737K +$656K +8,800 New
Wellington Management Group
165
Wellington Management Group
Massachusetts
$708K +$631K +8,468 New
FCM
166
Flinton Capital Management
Pennsylvania
$694K
ECM
167
Everence Capital Management
Indiana
$681K
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$664K -$3.53M -47,329 -86%
BFS
169
Bradley Foster & Sargent
Connecticut
$650K +$7.46K +100 +1%
CCA
170
Catalyst Capital Advisors
New York
$649K -$138K -1,850 -19%
AIM
171
Axiom Investment Management
New York
$645K +$335K +4,500 +141%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$628K +$280K +3,761 +100%
AIM
173
ARK Investment Management
Florida
$621K -$306K -4,106 -36%
CS
174
Candriam SCA
Luxembourg
$583K -$413K -5,536 -44%
TAM
175
Tyers Asset Management
Texas
$572K

SEDG Hedge Fund Activity: Q3 2019 in Review

289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2019, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SEDG positions and 37 closed out — a net gain of 44 holders — while 89 added to existing stakes and 78 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $52.8M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $71.6M.

  • 289 institutional investors held SolarEdge (SEDG) as of Q3 2019, up from 248 in Q2 2019.
  • Funds reported $3.3B of SolarEdge stock for Q3 2019, up 33% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q3 2019 and 37 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q3 2019 was Migdal Insurance & Financial Holdings, an estimated $52.8M added.
  • The largest SolarEdge seller in Q3 2019 was Menora Mivtachim Holdings, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.