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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Cinctive Capital Management
New York
$5.64M +$3.55M +11,762 +150%
SOMRS
152
State of Michigan Retirement System
Michigan
$5.48M +$121K +400 +2%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$5.37M -$721K -2,390 -11%
AIM
154
ARK Investment Management
Florida
$5.3M +$5.56M +18,439 New
FAF
155
Fjarde Ap-fonden
Sweden
$5.2M
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$5.13M -$446K -1,479 -8%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$5.12M +$5.37M +17,814 New
ERSOT
158
Employees Retirement System of Texas
Texas
$5M
NIM
159
NXG Investment Management
Texas
$4.99M +$4.87M +16,161 +1,337%
Nomura Holdings
160
Nomura Holdings
Japan
$4.98M +$5.21M +17,287 New
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.95M +$32.3K +107 +0.6%
Aviva
162
Aviva
United Kingdom
$4.79M +$5.03M +16,680 New
HighTower Advisors
163
HighTower Advisors
Illinois
$4.67M +$101K +335 +2%
OA
164
Oak Associates
Ohio
$4.66M -$115K -382 -2%
LPL Financial
165
LPL Financial
California
$4.6M -$1.76M -5,841 -27%
Russell Investments Group
166
Russell Investments Group
United Kingdom
$4.35M +$238K +790 +5%
DnB Asset Management
167
DnB Asset Management
Norway
$4.28M +$4.49M +14,895 New
ASRS
168
Arizona State Retirement System
Arizona
$4.24M +$119K +395 +3%
CAM
169
Covenant Asset Management
New Jersey
$4.17M +$227K +754 +5%
AIP
170
Ameritas Investment Partners
Nebraska
$4.08M
HSBC Holdings
171
HSBC Holdings
United Kingdom
$4.07M +$3.07M +10,173 +250%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$4.06M -$79.9K -265 -2%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$3.99M +$1.9M +6,287 +70%
William Blair & Company
174
William Blair & Company
Illinois
$3.95M -$838K -2,779 -17%
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$3.85M +$181K +600 +5%

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.