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SolarEdge

289 hedge funds and large institutions have $3.3B invested in SolarEdge in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.48B → $3.3B (+$823M)

17% more funds holding

Funds holding: 248289 (+41)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

0% more call options, than puts

Call options by funds: $175M | Put options by funds: $175M

1.26% less ownership

Funds ownership: 83.39%82.13% (-1.3%)

Holders
289
Holders Change
+41
Holders Change %
+16.53%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
81
Increased
89
Reduced
78
Closed
37
Calls
$175M
Puts
$175M
Net Calls
+$627K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M +$32.9M +441,286 +9%
Invesco
2
Invesco
Georgia
$232M -$2.08M -27,853 -1%
Swedbank
3
Swedbank
Sweden
$174M +$5.95M +79,871 +4%
CI
4
Clal Insurance
Israel
$174M +$31.1M +416,675 +25%
NIPH
5
NN Investment Partners Holdings
Netherlands
$139M -$60.7M -814,445 -33%
Vanguard Group
6
Vanguard Group
Pennsylvania
$134M -$6.42M -86,080 -5%
IAM
7
Ion Asset Management
Israel
$117M -$10.2M -137,274 -9%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$98.4M +$52.8M +707,750 +151%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$94.1M +$7.26M +97,353 +9%
MMH
10
Menora Mivtachim Holdings
Israel
$85.5M -$71.6M -961,000 -48%
PVH
11
Psagot Value Holdings
Israel
$76.6M +$57.8K +775 +0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$71.4M -$138K -1,851 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$60.5M +$15.2M +203,794 +39%
VanEck Associates
14
VanEck Associates
New York
$57.2M -$20.9M -280,750 -29%
Renaissance Technologies
15
Renaissance Technologies
New York
$55.8M +$25.1M +336,022 +102%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$53M +$48.1M +645,600 New
PF
17
Phoenix Financial
Israel
$52.2M +$48.7M +653,602 New
AAMU
18
Amundi Asset Management US
Massachusetts
$46.8M -$2.52M -33,827 -6%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$45.4M +$31.1M +417,493 +335%
State Street
20
State Street
Massachusetts
$44.7M +$2.13M +28,584 +6%
Norges Bank
21
Norges Bank
Norway
$43.1M -$2.51M -33,708 -6%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$42.9M +$17.9M +239,948 +88%
NC
23
Noked Capital
Israel
$41.9M -$8.8M -118,000 -19%
NI
24
Noked Israel
Israel
$41.9M -$8.8M -118,000 -19%
SM
25
Senvest Management
New York
$41.2M +$10.8M +144,998 +42%

SEDG Hedge Fund Activity: Q3 2019 in Review

289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2019, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SEDG positions and 37 closed out — a net gain of 44 holders — while 89 added to existing stakes and 78 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $52.8M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $71.6M.

  • 289 institutional investors held SolarEdge (SEDG) as of Q3 2019, up from 248 in Q2 2019.
  • Funds reported $3.3B of SolarEdge stock for Q3 2019, up 33% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q3 2019 and 37 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q3 2019 was Migdal Insurance & Financial Holdings, an estimated $52.8M added.
  • The largest SolarEdge seller in Q3 2019 was Menora Mivtachim Holdings, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.