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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
VCM
176
Versant Capital Management
Arizona
$25K -$498 -13 -2%
AAMU
177
Amundi Asset Management US
Massachusetts
$23.2K +$6.04M +157,800 +31%
MCA
178
Mercer Capital Advisers
New Jersey
$23K – – –
SWA
179
Sutton Wealth Advisors
Florida
$22.5K +$6.47K +169 +36%
WIM
180
Westside Investment Management
California
$20K +$3.83K +100 +21%
AS
181
Altshuler Shaham
Israel
$19K +$76.6K +2,000 New
TCOV
182
Trust Company of Vermont
Vermont
$18K +$16.2K +423 +510%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$18K +$19.1K +500 New
RCAG
184
Rehmann Capital Advisory Group
Michigan
$17.4K -$6.36K -166 -25%
ER
185
Enlightenment Research
Florida
$14K +$15.3K +400 New
PG
186
Patten Group
Tennessee
$13K -$7.66K -200 -35%
HS
187
Horan Securities
United States
$13K – – –
GWMIA
188
Global Wealth Management Investment Advisory
Florida
$13K +$13.9K +364 New
GWM
189
Geneos Wealth Management
Colorado
$13K +$14.4K +375 New
SF
190
Synovus Financial
Georgia
$12K – – –
ASN
191
Advisory Services Network
Georgia
$11K – – –
RE
192
RBC Europe
United Kingdom
$9.48K +$3.75K +98 +57%
SEI Investments
193
SEI Investments
Pennsylvania
$9K – – –
PFO
194
Pathstone Family Office
New Jersey
$9K +$9.99K +261 New
SFG
195
SevenBridge Financial Group
Pennsylvania
$7K – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$6K -$842 -22 -11%
PA
197
Parallel Advisors
California
$5K -$13.8K -360 -71%
Schroder Investment Management Group
198
Schroder Investment Management Group
United Kingdom
$4.06K +$307K +8,010 +7%
Macquarie Group
199
Macquarie Group
Australia
$4K -$7.66K -200 -67%
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$4K +$536 +14 +15%
6 7
8
9 10

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.