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SolarEdge

81 hedge funds and large institutions have $395M invested in SolarEdge in 2015 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

64% more capital invested

Capital invested by funds: $241M → $395M (+$154M)

45% more funds holding

Funds holding: 5681 (+25)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

41% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $6.52M

Holders
81
Holders Change
+25
Holders Change %
+44.64%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
47
Increased
16
Reduced
14
Closed
21
Calls
$3.87M
Puts
$6.52M
Net Calls
-$2.65M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NVPX
1
Norwest Venture Partners XI
California
$119M
GE
2
General Electric
Ohio
$31.1M
CS
3
Credit Suisse
Switzerland
$23.7M +$21M +652,795 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$22.7M -$805K -25,000 -4%
JHIU
5
Janus Henderson Investors US
Colorado
$16.2M +$6.22M +193,164 +77%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$13.3M +$5.98M +185,707 +104%
VanEck Associates
7
VanEck Associates
New York
$13M +$3.5M +108,743 +43%
EA
8
Ecofin Advisors
United Kingdom
$10.8M -$3.79M -117,719 -28%
GC
9
Guggenheim Capital
Illinois
$9.32M +$8.26M +256,493 New
DCM
10
Driehaus Capital Management
Illinois
$8.46M +$7.49M +232,627 New
BIM
11
Bogle Investment Management
Massachusetts
$8.03M +$7.11M +220,836 New
EAM
12
EverPoint Asset Management
Connecticut
$7.82M +$5.31M +165,000 +330%
CCI
13
Columbus Circle Investors
$7.79M -$2.5M -77,628 -27%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$7.63M +$6.76M +210,000 New
WRF
15
Waddell & Reed Financial
Kansas
$7.21M +$591K +18,350 +10%
SM
16
Senvest Management
New York
$7.12M -$1.74M -54,118 -22%
LIM
17
Lorem Ipsum Management
New York
$6.91M +$6.12M +190,000 New
ZP
18
Zimmer Partners
New York
$6.66M -$1.18M -36,800 -17%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$6.24M +$5.53M +171,625 New
VAM
20
Visium Asset Management
New York
$5.45M +$2.41M +75,000 +100%
CCM
21
Cupps Capital Management
Illinois
$5.28M +$4.68M +145,338 New
Invesco
22
Invesco
Georgia
$4.27M +$3.78M +117,497 New
Ameriprise
23
Ameriprise
Minnesota
$3.02M -$12.6M -392,495 -83%
Millennium Management
24
Millennium Management
New York
$2.83M -$2.79M -86,502 -53%
Deutsche Bank
25
Deutsche Bank
Germany
$2.73M +$67.6K +2,100 +3%

SEDG Hedge Fund Activity: Q2 2015 in Review

81 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2015, worth a combined $395M — up 64% from $241M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SEDG positions and 21 closed out — a net gain of 26 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $21M. The largest seller was Odey Asset Management Group, exiting entirely with an estimated $14.2M sold.

  • 81 institutional investors held SolarEdge (SEDG) as of Q2 2015, up from 56 in Q1 2015.
  • Funds reported $395M of SolarEdge stock for Q2 2015, up 64% quarter-over-quarter.
  • 47 funds opened new SolarEdge positions in Q2 2015 and 21 closed out, a net change of +26 holders.
  • The largest SolarEdge buyer in Q2 2015 was Credit Suisse, an estimated $21M added.
  • The largest SolarEdge seller in Q2 2015 was Odey Asset Management Group, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2015.