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SolarEdge

111 hedge funds and large institutions have $306M invested in SolarEdge in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60.08% more ownership

Funds ownership: 0%60.08% (+60%)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

5% less funds holding

Funds holding: 117111 (-6)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less capital invested

Capital invested by funds: $444M → $306M (-$138M)

85% less call options, than puts

Call options by funds: $3.95M | Put options by funds: $26.6M

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
44
Reduced
29
Closed
26
Calls
$3.95M
Puts
$26.6M
Net Calls
-$22.7M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAMG
1
Odey Asset Management Group
United Kingdom
$40.9M -$558K -40,166 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.8M -$7.74M -557,280 -15%
SM
3
Senvest Management
New York
$32.8M +$9.3M +669,602 +34%
SCH
4
Sylebra Capital (HK)
Hong Kong
$21.2M -$1.41M -101,432 -6%
NIPH
5
NN Investment Partners Holdings
Netherlands
$15M +$3.49M +251,313 +26%
JHIU
6
Janus Henderson Investors US
Colorado
$12M -$70.2K -5,056 -0.5%
MMH
7
Menora Mivtachim Holdings
Israel
$10.6M +$6.1M +439,500 +107%
TIM
8
Thornburg Investment Management
New Mexico
$10.3M -$62.8K -4,526 -0.5%
SAM
9
Shell Asset Management
Netherlands
$8.48M +$249K +17,898 +3%
GC
10
Guggenheim Capital
Illinois
$6.97M +$1.37M +98,446 +21%
BIT
11
BlackRock Institutional Trust
California
$6.46M +$639K +46,036 +10%
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$6.02M +$170K +12,234 +3%
CFIC
13
City Financial Investment Company
United Kingdom
$5.45M +$6.11M +439,713 New
Vanguard Group
14
Vanguard Group
Pennsylvania
$5.28M +$424K +30,546 +8%
Bank of America
15
Bank of America
North Carolina
$5.25M +$5.83M +419,711 +11,620%
BCIM
16
British Columbia Investment Management
British Columbia, Canada
$5.08M +$1.53M +110,000 +37%
GE
17
General Electric
Ohio
$5.04M
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$4.03M -$1.96M -141,124 -30%
HLA
19
Hamilton Lane Advisors
Pennsylvania
$3.7M +$1.44M +103,903 +54%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.59M +$685K +49,300 +21%
Invesco
21
Invesco
Georgia
$3.3M +$38.6K +2,779 +1%
VIG
22
Vienna Insurance Group
Poland
$3.1M
Neuberger Berman Group
23
Neuberger Berman Group
New York
$2.83M -$10M -722,352 -76%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.82M +$2.44M +175,990 +342%
HHC
25
Hutchin Hill Capital
New York
$2.65M +$1.75M +126,200 +145%

SEDG Hedge Fund Activity: Q4 2016 in Review

111 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2016, worth a combined $306M — down 31% from $444M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SEDG and 23 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Senvest Management, adding an estimated $9.3M. The largest seller was Prince Street Capital Management, exiting entirely with an estimated $16.6M sold.

  • 111 institutional investors held SolarEdge (SEDG) as of Q4 2016, down from 117 in Q3 2016.
  • Funds reported $306M of SolarEdge stock for Q4 2016, down 31% quarter-over-quarter.
  • 23 funds opened new SolarEdge positions in Q4 2016 and 26 closed out, a net change of -3 holders.
  • The largest SolarEdge buyer in Q4 2016 was Senvest Management, an estimated $9.3M added.
  • The largest SolarEdge seller in Q4 2016 was Prince Street Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2016.