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SolarEdge

181 hedge funds and large institutions have $837M invested in SolarEdge in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 17

71% more capital invested

Capital invested by funds: $489M → $837M (+$348M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more funds holding

Funds holding: 124181 (+57)

10.78% more ownership

Funds ownership: 58.87%69.65% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

41% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $27.6M

Holders
181
Holders Change
+57
Holders Change %
+45.97%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
75
Increased
44
Reduced
44
Closed
17
Calls
$16.3M
Puts
$27.6M
Net Calls
-$11.3M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84M +$56.4M +2,237,402 +318%
SM
2
Senvest Management
New York
$76.4M -$27.1M -1,076,291 -29%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$50.8M +$6.4M +254,056 +17%
MMH
4
Menora Mivtachim Holdings
Israel
$38.4M -$2.52M -100,000 -7%
NIPH
5
NN Investment Partners Holdings
Netherlands
$38.4M -$9.91M -393,246 -23%
IAM
6
Ion Asset Management
Israel
$37.8M +$7.91M +313,674 +31%
Renaissance Technologies
7
Renaissance Technologies
New York
$26.6M +$23.5M +932,112 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$23.8M +$9.4M +373,013 +81%
GC
9
Guggenheim Capital
Illinois
$23.3M +$3.5M +138,744 +21%
SFM
10
Soros Fund Management
New York
$19.9M +$17.5M +695,305 New
Deutsche Bank
11
Deutsche Bank
Germany
$19.7M +$12.4M +491,546 +246%
Goldman Sachs
12
Goldman Sachs
New York
$19.4M +$8.5M +337,023 +99%
SAM
13
Shell Asset Management
Netherlands
$18.3M -$4.13M -163,704 -20%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.7M -$18.6M -739,400 -56%
BHC
15
Bowen Hanes & Co
Florida
$16.1M +$13.7M +543,000 +2,715%
DCM
16
Driehaus Capital Management
Illinois
$13M +$11.5M +456,413 New
RS
17
Robeco Schweiz
Switzerland
$12.7M +$2.77M +110,000 +33%
Morgan Stanley
18
Morgan Stanley
New York
$12.4M +$2.26M +89,710 +26%
SIM
19
Spark Investment Management
New York
$12.1M +$10.7M +425,100 New
Invesco
20
Invesco
Georgia
$11.4M +$5.19M +205,896 +106%
Zurich Cantonal Bank
21
Zurich Cantonal Bank
Switzerland
$11M -$6.79M -269,217 -41%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$10.2M -$2.09M -83,007 -19%
Millennium Management
23
Millennium Management
New York
$10M -$23.5M -932,204 -73%
PP
24
PDT Partners
New York
$8.69M +$7.68M +304,500 New
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$8.27M -$297K -11,772 -4%

SEDG Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2017, worth a combined $837M — up 71% from $489M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SEDG positions and 17 closed out — a net gain of 58 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $56.4M. The largest seller was Senvest Management, cutting an estimated $27.1M.

  • 181 institutional investors held SolarEdge (SEDG) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $837M of SolarEdge stock for Q3 2017, up 71% quarter-over-quarter.
  • 75 funds opened new SolarEdge positions in Q3 2017 and 17 closed out, a net change of +58 holders.
  • The largest SolarEdge buyer in Q3 2017 was BlackRock, an estimated $56.4M added.
  • The largest SolarEdge seller in Q3 2017 was Senvest Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.