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SolarEdge

208 hedge funds and large institutions have $1.15B invested in SolarEdge in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

38% more capital invested

Capital invested by funds: $837M → $1.15B (+$315M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more funds holding

Funds holding: 181208 (+27)

0% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $26.7M

1.29% less ownership

Funds ownership: 69.65%68.36% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
52
Increased
58
Reduced
75
Closed
24
Calls
$26.6M
Puts
$26.7M
Net Calls
-$110K
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$118M +$7.39M +214,504 +7%
NIPH
2
NN Investment Partners Holdings
Netherlands
$74.7M +$22.3M +646,418 +48%
SM
3
Senvest Management
New York
$63.6M -$33.8M -982,438 -37%
CCS
4
Crosspoint Capital Strategies
California
$53.5M -$62.7K -1,822 -1%
IAM
5
Ion Asset Management
Israel
$49.3M -$328K -9,533 -0.7%
MMH
6
Menora Mivtachim Holdings
Israel
$47.7M -$2.5M -72,632 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$43.1M +$10.8M +314,818 +38%
SFM
8
Soros Fund Management
New York
$37.9M +$10.8M +314,488 +45%
DG
9
Delek Group
Israel
$31.9M +$29.3M +851,589 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$31.5M +$8.74M +253,770 +43%
GC
11
Guggenheim Capital
Illinois
$30.2M -$396K -11,499 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$27M -$7.38M -214,264 -23%
Goldman Sachs
13
Goldman Sachs
New York
$26.4M +$887K +25,772 +4%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$25.2M +$22.3M +647,381 +2,778%
Deutsche Bank
15
Deutsche Bank
Germany
$22M -$3.65M -105,908 -15%
BHC
16
Bowen Hanes & Co
Florida
$21.1M -$68.9K -2,000 -0.4%
RS
17
Robeco Schweiz
Switzerland
$19.7M +$2.75M +80,000 +18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$16M +$8.56M +248,547 +141%
Invesco
19
Invesco
Georgia
$15.9M +$804K +23,349 +6%
MIH
20
Meitav Investment House
Israel
$15.5M +$14.2M +413,115 New
SIM
21
Spark Investment Management
New York
$14.8M -$1.1M -31,900 -8%
SAM
22
Shell Asset Management
Netherlands
$13.5M -$9.72M -282,385 -44%
DCM
23
Driehaus Capital Management
Illinois
$13.5M -$3.37M -97,802 -21%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$13.5M +$6.94M +201,476 +128%
Millennium Management
25
Millennium Management
New York
$12.9M -$292K -8,481 -2%

SEDG Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2017, worth a combined $1.15B — up 38% from $837M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SEDG positions and 24 closed out — a net gain of 28 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $22.3M. The largest seller was Bank of New York Mellon, cutting an estimated $51.3M.

  • 208 institutional investors held SolarEdge (SEDG) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.15B of SolarEdge stock for Q4 2017, up 38% quarter-over-quarter.
  • 52 funds opened new SolarEdge positions in Q4 2017 and 24 closed out, a net change of +28 holders.
  • The largest SolarEdge buyer in Q4 2017 was Arrowstreet Capital, an estimated $22.3M added.
  • The largest SolarEdge seller in Q4 2017 was Bank of New York Mellon, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2017.