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SolarEdge

327 hedge funds and large institutions have $3.49B invested in SolarEdge in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 118 increasing their positions, 104 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 104

6.51% more ownership

Funds ownership: 80.14%86.65% (+6.5%)

3% less call options, than puts

Call options by funds: $143M | Put options by funds: $148M

4% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 71

2% less funds holding

Funds holding: 332327 (-5)

5% less capital invested

Capital invested by funds: $3.69B → $3.49B (-$200M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.21%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
68
Increased
118
Reduced
104
Closed
71
Calls
$143M
Puts
$148M
Net Calls
-$4.8M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$26.2M +248,034 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$307M +$185M +1,745,657 +87%
Swedbank
3
Swedbank
Sweden
$251M +$62.3M +588,783 +24%
NIPH
4
NN Investment Partners Holdings
Netherlands
$131M -$42.2M -399,499 -20%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$117M +$152M +1,432,686 New
CI
6
Clal Insurance
Israel
$114M +$132M +1,246,423 +832%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$105M -$6.2M -58,673 -4%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$97.1M -$5.94M -56,136 -5%
PVH
9
Psagot Value Holdings
Israel
$86.9M -$4.82M -45,601 -4%
IAM
10
Ion Asset Management
Israel
$86.7M -$57.5M -543,275 -34%
Vanguard Group
11
Vanguard Group
Pennsylvania
$86.6M +$1.33M +12,598 +1%
AAMU
12
Amundi Asset Management US
Massachusetts
$73.8M +$31.2M +294,790 +48%
MMH
13
Menora Mivtachim Holdings
Israel
$70.9M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$60.8M -$10.3M -97,864 -12%
VanEck Associates
15
VanEck Associates
New York
$60.4M +$462K +4,373 +0.6%
State Street
16
State Street
Massachusetts
$56.2M +$3.21M +30,380 +5%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$54.8M +$70M +661,667 +9,166%
Invesco
18
Invesco
Georgia
$52.6M -$2.72M -25,679 -4%
PC
19
Polar Capital
United Kingdom
$51.7M +$24.6M +233,064 +58%
Norges Bank
20
Norges Bank
Norway
$50.6M +$10.8M +102,574 +20%
Bank of America
21
Bank of America
North Carolina
$45.2M +$24M +226,719 +70%
PF
22
Phoenix Financial
Israel
$44.8M -$10.1M -95,838 -15%
AAMU
23
AEGON Asset Management (UK)
United Kingdom
$41.2M -$57.5K -544 -0.1%
ZIG
24
Zurich Insurance Group
Switzerland
$38.8M +$50.2M +474,430 New
Impax Asset Management Group
25
Impax Asset Management Group
United Kingdom
$38.3M +$18.7M +176,653 +60%

SEDG Hedge Fund Activity: Q1 2020 in Review

327 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2020, worth a combined $3.49B — down 5.4% from $3.69B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SEDG and 68 opened new positions — a net loss of 3 holders — while 104 trimmed existing stakes and 118 added.

The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Senvest Management, exiting entirely with an estimated $79.2M sold.

  • 327 institutional investors held SolarEdge (SEDG) as of Q1 2020, down from 332 in Q4 2019.
  • Funds reported $3.49B of SolarEdge stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 68 funds opened new SolarEdge positions in Q1 2020 and 71 closed out, a net change of -3 holders.
  • The largest SolarEdge buyer in Q1 2020 was Fidelity Investments, an estimated $185M added.
  • The largest SolarEdge seller in Q1 2020 was Senvest Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2020.