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SolarEdge

248 hedge funds and large institutions have $2.48B invested in SolarEdge in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

68% more capital invested

Capital invested by funds: $1.48B → $2.48B (+$1B)

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

12% more funds holding

Funds holding: 221248 (+27)

0.54% more ownership

Funds ownership: 82.85%83.39% (+0.54%)

15% less call options, than puts

Call options by funds: $117M | Put options by funds: $139M

Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
61
Increased
79
Reduced
59
Closed
32
Calls
$117M
Puts
$139M
Net Calls
-$21.4M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$302M +$6.63M +131,352 +3%
Invesco
2
Invesco
Georgia
$175M +$95.9M +1,901,658 +211%
NIPH
3
NN Investment Partners Holdings
Netherlands
$155M -$60.1M -1,190,927 -32%
Swedbank
4
Swedbank
Sweden
$125M +$101M +2,000,617 New
MMH
5
Menora Mivtachim Holdings
Israel
$124M -$41.6M -824,151 -29%
Vanguard Group
6
Vanguard Group
Pennsylvania
$105M +$2.32M +45,993 +3%
CI
7
Clal Insurance
Israel
$104M -$882K -17,482 -1%
IAM
8
Ion Asset Management
Israel
$96.1M -$7.59M -150,513 -9%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$64.1M +$51.7M +1,024,939 +68,329%
MIH
10
Meitav Investment House
Israel
$63.7M -$41.1M -814,588 -44%
VanEck Associates
11
VanEck Associates
New York
$60.2M -$4.64M -92,011 -9%
PVH
12
Psagot Value Holdings
Israel
$57.1M +$601K +11,911 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$53.4M +$1.59M +31,516 +4%
DG
14
Delek Group
Israel
$49.5M +$5.01M +99,236 +14%
AAMU
15
Amundi Asset Management US
Massachusetts
$45.7M -$12.1M -240,615 -29%
NC
16
Noked Capital
Israel
$38.6M -$6.42M -127,150 -17%
NI
17
Noked Israel
Israel
$38.6M -$6.42M -127,150 -17%
Deutsche Bank
18
Deutsche Bank
Germany
$35.7M +$4.44M +87,952 +18%
Norges Bank
19
Norges Bank
Norway
$34.3M +$2.45M +48,626 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.8M -$3.59M -71,105 -12%
Morgan Stanley
21
Morgan Stanley
New York
$32.4M +$14.4M +285,912 +123%
State Street
22
State Street
Massachusetts
$31.5M +$1.51M +29,933 +6%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$29.2M -$4.27M -84,690 -15%
Zurich Cantonal Bank
24
Zurich Cantonal Bank
Switzerland
$24.5M +$19.6M +388,001 +10,942%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$23.8M +$511K +10,123 +3%

SEDG Hedge Fund Activity: Q2 2019 in Review

248 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2019, worth a combined $2.48B — up 68% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SEDG positions and 32 closed out — a net gain of 29 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $101M. The largest seller was NN Investment Partners Holdings, cutting an estimated $60.1M.

  • 248 institutional investors held SolarEdge (SEDG) as of Q2 2019, up from 221 in Q1 2019.
  • Funds reported $2.48B of SolarEdge stock for Q2 2019, up 68% quarter-over-quarter.
  • 61 funds opened new SolarEdge positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest SolarEdge buyer in Q2 2019 was Swedbank, an estimated $101M added.
  • The largest SolarEdge seller in Q2 2019 was NN Investment Partners Holdings, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.