We are live on ! Find out more
SEDG icon

SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
201
Vestcor Inc
New Brunswick, Canada
$3.06M +$1.8M +7,165 +184%
SC
202
Slow Capital
California
$3.03M +$615K +2,443 +29%
DWA
203
Douglass Winthrop Advisors
New York
$3.02M +$2.75M +10,926 New
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$2.96M +$479K +1,900 +22%
HI
205
Handelsinvest Investeringsforvaltning
Denmark
$2.93M
PFS
206
Prospera Financial Services
Texas
$2.9M +$518K +2,058 +24%
NIA
207
NIA Impact Advisors
California
$2.81M +$113K +450 +5%
LCM
208
Logan Capital Management
Pennsylvania
$2.79M +$415K +1,649 +20%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$2.75M -$86.4K -343 -3%
Nomura Asset Management
210
Nomura Asset Management
Japan
$2.74M +$252K +1,000 +11%
AAM
211
Advisors Asset Management
Colorado
$2.69M -$252 -1 -0%
CSS
212
Cubist Systematic Strategies
Connecticut
$2.67M +$2M +7,956 +462%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$2.62M +$287K +1,139 +14%
AA
214
ALPS Advisors
Colorado
$2.58M +$588K +2,334 +33%
WC
215
Weil Company
California
$2.58M +$25.9K +103 +1%
SSA
216
Schonfeld Strategic Advisors
New York
$2.51M +$2.01M +7,994 +744%
LPL Financial
217
LPL Financial
California
$2.5M -$1.75M -6,946 -43%
IAA
218
Independent Advisor Alliance
North Carolina
$2.49M +$50.4K +200 +2%
AS
219
Altshuler Shaham
Israel
$2.49M +$37.8K +150 +2%
PI
220
PEAK6 Investments
Illinois
$2.46M +$303K +1,204 +16%
OAM
221
Oppenheimer Asset Management
New York
$2.44M -$23.4K -93 -1%
NMIMC
222
Northwestern Mutual Investment Management Company
Wisconsin
$2.39M +$12.8K +51 +0.6%
CS
223
Cannell & Spears
New York
$2.39M -$230K -915 -10%
ODCM
224
Old Dominion Capital Management
Virginia
$2.27M +$958K +3,802 +86%
LSA
225
Leonteq Securities AG
Switzerland
$2.25M -$9.57K -38 -0.5%

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.