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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
JA
201
JOYN Advisors
Georgia
$4K +$1.61K +42 +51%
LPWM
202
Lake Point Wealth Management
Texas
$4K +$3.83K +100 New
Parallax Volatility Advisers
203
Parallax Volatility Advisers
California
$4K +$3.83K +100 New
SWM
204
SeaCrest Wealth Management
New York
$3K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$3K +$2.83K +74 New
GEA
206
Glen Eagle Advisors
New Jersey
$2.63K -$4.59K -120 -62%
TWA
207
TCI Wealth Advisors
Arizona
$2K – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K +$421 +11 +39%
APC
209
Aspire Private Capital
North Carolina
$2K +$1.8K +47 New
CAM
210
Cresset Asset Management
Illinois
$2K +$2.68K +70 New
HAM
211
Highstreet Asset Management
Ontario, Canada
$1K -$1.3K -34 -58%
AIM
212
Advantage Investment Management
Iowa
$1K – – –
US Bancorp
213
US Bancorp
Minnesota
$1K +$574 +15 New
GT
214
Glenmede Trust
Pennsylvania
$5 +$6.28K +164 New
SM
215
Senvest Management
New York
– -$12.1M -320,594 Closed
VIG
216
Vienna Insurance Group
Poland
– -$9.41M -250,000 Closed
SFM
217
Sphera Funds Management
Israel
– -$5.68M -150,817 Closed
SIM
218
Spark Investment Management
New York
– -$4.91M -130,300 Closed
AIM
219
Assured Investment Management
New York
– -$4.5M -119,651 Closed
Arrowstreet Capital
220
Arrowstreet Capital
Massachusetts
– -$4.29M -114,009 Closed
Robeco Institutional Asset Management
221
Robeco Institutional Asset Management
Netherlands
– -$4.16M -110,402 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$2.37M -61,995 Closed
MCM
223
Matarin Capital Management
New York
– -$1.85M -49,267 Closed
DTL
224
Dynamic Technology Lab
Singapore
– -$1.74M -46,273 Closed
Wolverine Trading
225
Wolverine Trading
Illinois
– -$1.07M -28,401 Closed
7 8
9
10 11

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.