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SolarEdge

221 hedge funds and large institutions have $1.48B invested in SolarEdge in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 58

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $1.34B → $1.48B (+$140M)

2% more funds holding

Funds holding: 217221 (+4)

4% less call options, than puts

Call options by funds: $62.8M | Put options by funds: $65.7M

2.1% less ownership

Funds ownership: 84.95%82.85% (-2.1%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
221
Holders Change
+4
Holders Change %
+1.84%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
33
Increased
81
Reduced
58
Closed
28
Calls
$62.8M
Puts
$65.7M
Net Calls
-$2.94M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$177M +$11.5M +287,461 +7%
NIPH
2
NN Investment Partners Holdings
Netherlands
$138M -$1.36M -34,110 -0.9%
MMH
3
Menora Mivtachim Holdings
Israel
$106M -$6.95M -174,134 -6%
O
4
OppenheimerFunds
New York
$76M -$289K -7,240 -0.4%
MIH
5
Meitav Investment House
Israel
$69.1M -$9.75M -244,087 -12%
IAM
6
Ion Asset Management
Israel
$63.6M -$3.07M -76,962 -4%
CI
7
Clal Insurance
Israel
$63.3M +$13.1M +326,831 +24%
Vanguard Group
8
Vanguard Group
Pennsylvania
$61.8M -$10.7M -268,449 -14%
VanEck Associates
9
VanEck Associates
New York
$39.8M -$632K -15,822 -1%
PVH
10
Psagot Value Holdings
Israel
$34M +$871K +21,811 +2%
Invesco
11
Invesco
Georgia
$34M +$747K +18,701 +2%
AAMU
12
Amundi Asset Management US
Massachusetts
$31.4M +$6.83M +171,083 +26%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$31M +$4.31M +107,946 +15%
NC
14
Noked Capital
Israel
$28.1M +$20.2M +505,076 +210%
NI
15
Noked Israel
Israel
$28.1M +$20.2M +505,076 +210%
DG
16
Delek Group
Israel
$26.7M -$19.6M -491,593 -41%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.1M -$2.01M -50,400 -8%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$20.8M +$2.01M +50,383 +10%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$19.1M +$20.2M +505,823 New
Norges Bank
20
Norges Bank
Norway
$18.9M +$4.11M +102,912 +26%
Deutsche Bank
21
Deutsche Bank
Germany
$18.2M -$760K -19,035 -4%
State Street
22
State Street
Massachusetts
$17.9M +$1.15M +28,796 +6%
BTP
23
Bloom Tree Partners
New York
$14.8M +$1.76M +43,977 +13%
Renaissance Technologies
24
Renaissance Technologies
New York
$14.8M -$1.29M -32,300 -8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$14M +$1.25M +31,325 +9%

SEDG Hedge Fund Activity: Q1 2019 in Review

221 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2019, worth a combined $1.48B — up 10% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SEDG positions and 28 closed out — a net gain of 5 holders — while 81 added to existing stakes and 58 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $20.2M. The largest seller was Delek Group, cutting an estimated $19.6M.

  • 221 institutional investors held SolarEdge (SEDG) as of Q1 2019, up from 217 in Q4 2018.
  • Funds reported $1.48B of SolarEdge stock for Q1 2019, up 10% quarter-over-quarter.
  • 33 funds opened new SolarEdge positions in Q1 2019 and 28 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2019 was Arrowstreet Capital, an estimated $20.2M added.
  • The largest SolarEdge seller in Q1 2019 was Delek Group, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2019.