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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
KBC Group
176
KBC Group
Belgium
$3.81M +$697K +2,310 +21%
BJL
177
Brighton Jones LLC
Washington
$3.77M -$15.4K -51 -0.4%
WSCM
178
Wellington Shields Capital Management
New York
$3.77M +$30.2K +100 +0.8%
CG
179
Carmignac Gestion
France
$3.76M -$246K -816 -6%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$3.72M -$315K -1,043 -7%
Squarepoint
181
Squarepoint
New York
$3.68M +$1.37M +4,532 +55%
SEI Investments
182
SEI Investments
Pennsylvania
$3.68M +$658K +2,182 +21%
IAM
183
Ion Asset Management
Israel
$3.62M -$17.9M -59,400 -83%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$3.52M +$110K +365 +3%
OMC
185
Old Mission Capital
Illinois
$3.46M +$2.87M +9,510 +377%
FAF
186
Första AP-fonden
Sweden
$3.42M +$784K +2,600 +28%
Korea Investment Corp
187
Korea Investment Corp
South Korea
$3.39M -$875K -2,900 -20%
SC
188
Scotia Capital
Ontario, Canada
$3.39M +$72.1K +239 +2%
CAM
189
ClariVest Asset Management
California
$3.36M -$30.2K -100 -0.8%
Cerity Partners
190
Cerity Partners
New York
$3.31M +$782K +2,594 +29%
AP
191
AtonRa Partners
Switzerland
$3.28M +$248K +824 +8%
SCM
192
Shelton Capital Management
Colorado
$3.26M
ProShare Advisors
193
ProShare Advisors
Maryland
$3.24M +$471K +1,561 +16%
UIM
194
USS Investment Management
United Kingdom
$3.19M +$71.8K +238 +2%
QC
195
Quadrature Capital
United Kingdom
$3.13M +$3.29M +10,901 New
Man Group
196
Man Group
United Kingdom
$3.11M -$3.07M -10,174 -48%
HI
197
Handelsinvest Investeringsforvaltning
Denmark
$3.05M +$2.5M +8,300 +361%
X
198
Xponance
Pennsylvania
$3.02M +$28.3K +94 +0.9%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$2.96M +$198K +658 +7%
SC
200
Slow Capital
California
$2.91M +$296K +982 +13%

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.