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SolarEdge

215 hedge funds and large institutions have $1.39B invested in SolarEdge in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 55

5.07% more ownership

Funds ownership: 76.45%81.52% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less funds holding

Funds holding: 236215 (-21)

15% less capital invested

Capital invested by funds: $1.65B → $1.39B (-$253M)

20% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $62.6M

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

Holders
215
Holders Change
-21
Holders Change %
-8.9%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
103
Reduced
55
Closed
43
Calls
$50.4M
Puts
$62.6M
Net Calls
-$12.2M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$162M +$28M +582,451 +16%
NIPH
2
NN Investment Partners Holdings
Netherlands
$128M +$46.2M +960,411 +39%
MMH
3
Menora Mivtachim Holdings
Israel
$112M -$7.65M -158,891 -5%
IAM
4
Ion Asset Management
Israel
$76.7M -$7.57M -157,134 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$71.9M +$16M +332,393 +21%
MIH
6
Meitav Investment House
Israel
$61.8M +$35.4M +735,688 +83%
CI
7
Clal Insurance
Israel
$46.2M -$40.5K -842 -0.1%
DG
8
Delek Group
Israel
$37.7M +$18.1M +376,184 +60%
RS
9
Robeco Schweiz
Switzerland
$37.7M +$6.31M +131,000 +15%
VanEck Associates
10
VanEck Associates
New York
$36.1M +$45.7M +948,867 +8,643%
Invesco
11
Invesco
Georgia
$31.1M -$1.61M -33,411 -4%
O
12
OppenheimerFunds
New York
$29.1M +$11.5M +237,877 +44%
Goldman Sachs
13
Goldman Sachs
New York
$28.9M -$3.69M -76,606 -9%
PVH
14
Psagot Value Holdings
Israel
$27.2M +$20.2M +419,781 +138%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$25.7M -$235K -4,884 -0.7%
Deutsche Bank
16
Deutsche Bank
Germany
$19.9M -$24.4M -507,186 -49%
AAMU
17
Amundi Asset Management US
Massachusetts
$19M +$13.5M +280,600 +125%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$17.5M +$3.17M +65,920 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.4M +$5.92M +122,900 +36%
State Street
20
State Street
Massachusetts
$16.8M +$3.7M +76,893 +21%
Renaissance Technologies
21
Renaissance Technologies
New York
$16.4M -$5.1M -105,943 -20%
BHC
22
Bowen Hanes & Co
Florida
$15.1M -$2.41M -50,000 -11%
Norges Bank
23
Norges Bank
Norway
$15M
NGM
24
North Growth Management
British Columbia, Canada
$14.2M +$5.01M +104,000 +38%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.8M +$2.77M +57,503 +19%

SEDG Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2018, worth a combined $1.39B — down 15% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SEDG and 24 opened new positions — a net loss of 19 holders — while 55 trimmed existing stakes and 103 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $46.2M. The largest seller was Arrowstreet Capital, cutting an estimated $28.7M.

  • 215 institutional investors held SolarEdge (SEDG) as of Q3 2018, down from 236 in Q2 2018.
  • Funds reported $1.39B of SolarEdge stock for Q3 2018, down 15% quarter-over-quarter.
  • 24 funds opened new SolarEdge positions in Q3 2018 and 43 closed out, a net change of -19 holders.
  • The largest SolarEdge buyer in Q3 2018 was NN Investment Partners Holdings, an estimated $46.2M added.
  • The largest SolarEdge seller in Q3 2018 was Arrowstreet Capital, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2018.