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SolarEdge

237 hedge funds and large institutions have $1.67B invested in SolarEdge in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

45% more capital invested

Capital invested by funds: $1.15B → $1.67B (+$518M)

27% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $38.1M

14% more funds holding

Funds holding: 208237 (+29)

4.17% more ownership

Funds ownership: 68.36%72.53% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

Holders
237
Holders Change
+29
Holders Change %
+13.94%
% of All Funds
5.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
73
Reduced
74
Closed
31
Calls
$48.4M
Puts
$38.1M
Net Calls
+$10.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M +$5.58M +127,206 +4%
MMH
2
Menora Mivtachim Holdings
Israel
$106M +$32.4M +738,703 +58%
Deutsche Bank
3
Deutsche Bank
Germany
$94.6M +$53.2M +1,212,435 +207%
NIPH
4
NN Investment Partners Holdings
Netherlands
$88.5M -$13.4M -306,583 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.2M +$4.84M +110,508 +10%
IAM
6
Ion Asset Management
Israel
$54.6M -$12.1M -275,436 -21%
Renaissance Technologies
7
Renaissance Technologies
New York
$54.5M +$13.9M +317,352 +44%
RS
8
Robeco Schweiz
Switzerland
$49.2M +$18.2M +415,000 +80%
CI
9
Clal Insurance
Israel
$40.5M +$33.7M +767,826 +28,198%
Goldman Sachs
10
Goldman Sachs
New York
$40.5M +$2.91M +66,427 +9%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$40M +$3.95M +90,193 +13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$34M +$9.67M +220,515 +52%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$33.5M +$12.2M +278,124 +78%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$31.4M -$10.6M -241,883 -29%
SM
15
Senvest Management
New York
$31.1M -$48.2M -1,100,479 -65%
SFM
16
Soros Fund Management
New York
$30.8M -$18.6M -424,736 -42%
BHC
17
Bowen Hanes & Co
Florida
$28.9M -$482K -11,000 -2%
DG
18
Delek Group
Israel
$25.9M -$15.7M -359,065 -42%
GC
19
Guggenheim Capital
Illinois
$25.5M -$14M -319,314 -40%
Morgan Stanley
20
Morgan Stanley
New York
$23.8M +$6.82M +155,459 +52%
MIH
21
Meitav Investment House
Israel
$22.6M +$693K +15,802 +4%
Two Sigma Investments
22
Two Sigma Investments
New York
$20.5M +$5.4M +123,213 +46%
Invesco
23
Invesco
Georgia
$19.5M -$2.31M -52,639 -12%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$17M -$509K -11,600 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.9M -$872K -19,900 -6%

SEDG Hedge Fund Activity: Q1 2018 in Review

237 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2018, worth a combined $1.67B — up 45% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SEDG positions and 31 closed out — a net gain of 29 holders — while 73 added to existing stakes and 74 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $53.2M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $53.5M sold.

  • 237 institutional investors held SolarEdge (SEDG) as of Q1 2018, up from 208 in Q4 2017.
  • Funds reported $1.67B of SolarEdge stock for Q1 2018, up 45% quarter-over-quarter.
  • 60 funds opened new SolarEdge positions in Q1 2018 and 31 closed out, a net change of +29 holders.
  • The largest SolarEdge buyer in Q1 2018 was Deutsche Bank, an estimated $53.2M added.
  • The largest SolarEdge seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2018.