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SolarEdge
SEDG

294 hedge funds and large institutions have $1.33B invested in SolarEdge in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $295M | Put options by funds: $185M

3.74% more ownership

Funds ownership: 97.55% → 101.29% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

6% less capital invested

Capital invested by funds: $1.41B → $1.33B (-$87.1M)

12% less funds holding

Funds holding: 333 → 294 (-39)

53% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 72

Holders
294
Holders Change
-39
Holders Change %
-11.71%
% of All Funds
4.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
104
Reduced
98
Closed
72
Calls
$295M
Puts
$185M
Net Calls
+$110M
Net Calls Change
+$11.6M

Top Buyers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$23.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$19.5M
3
Invesco
Invesco
Georgia
+$15.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$13.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
-$40.4M
2
CI
Clal Insurance
Israel
-$19.9M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
151
Arizona State Retirement System
Arizona
$378K +$12.3K +507 +3%
BGIM
152
Brandywine Global Investment Management
Pennsylvania
$378K +$4.84K +199 +1%
HPG
153
Harvest Portfolios Group
Ontario, Canada
$353K +$375K +15,405 New
AAM
154
Advisors Asset Management
Colorado
$351K +$173K +7,099 +86%
AB
155
Amalgamated Bank
New York
$343K -$12.2K -503 -3%
ECM
156
Everence Capital Management
Indiana
$341K +$134K +5,520 +59%
BFO
157
Boston Family Office
Massachusetts
$320K -$8.83K -363 -3%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$320K +$38.3K +1,574 +13%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$309K -$9.73K -400 -3%
I
160
InceptionR
California
$307K +$103K +4,252 +46%
FCM
161
Firsthand Capital Management
California
$298K +$205K +8,435 +185%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$291K +$309K +12,715 New
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$288K +$304K +12,499 +17,604%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$282K -$997 -41 -0.3%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$281K -$2.41K -99 -0.8%
YIH
166
Y-Intercept (HK)
Hong Kong
$278K +$295K +12,119 New
BJL
167
Brighton Jones LLC
Washington
$267K +$170 +7 +0.1%
YLHM
168
Yelin Lapidot Holdings Management
Israel
$267K – – –
Victory Capital Management
169
Victory Capital Management
Texas
$253K -$15.9K -654 -6%
AIMCA
170
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$240K – – –
HSBC Holdings
171
HSBC Holdings
United Kingdom
$231K -$793K -32,611 -76%
ASN
172
Advisory Services Network
Georgia
$220K – – –
LPL Financial
173
LPL Financial
California
$212K -$42K -1,727 -16%
A
174
AlphaQuest
New York
$210K -$59.8K -2,461 -21%
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$208K – – –
5 6
7
8 9

SEDG Hedge Fund Activity: Q3 2024 in Review

294 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2024, worth a combined $1.33B — down 6.2% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SEDG and 34 opened new positions — a net loss of 38 holders — while 98 trimmed existing stakes and 104 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $23.7M. The largest seller was Swedbank, exiting entirely with an estimated $40.4M sold.

  • 294 institutional investors held SolarEdge (SEDG) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $1.33B of SolarEdge stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 34 funds opened new SolarEdge positions in Q3 2024 and 72 closed out, a net change of -38 holders.
  • The largest SolarEdge buyer in Q3 2024 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $23.7M added.
  • The largest SolarEdge seller in Q3 2024 was Swedbank, an estimated $40.4M sold.

Based on aggregated 13F filings for Q3 2024.