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SolarEdge

396 hedge funds and large institutions have $6.21B invested in SolarEdge in 2020 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 126 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 45

78% more capital invested

Capital invested by funds: $3.49B → $6.21B (+$2.72B)

21% more funds holding

Funds holding: 327396 (+69)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

3.87% more ownership

Funds ownership: 86.65%90.52% (+3.9%)

9% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 116

43% less call options, than puts

Call options by funds: $209M | Put options by funds: $368M

Holders
396
Holders Change
+69
Holders Change %
+21.1%
% of All Funds
8.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.33%
New
117
Increased
126
Reduced
116
Closed
45
Calls
$209M
Puts
$368M
Net Calls
-$159M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$709M +$151M +1,232,579 +32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$526M +$5.38M +43,978 +1%
Swedbank
3
Swedbank
Sweden
$442M +$13.9M +113,793 +4%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$194M -$4.37M -35,747 -2%
NIPH
5
NN Investment Partners Holdings
Netherlands
$191M -$26.6M -217,247 -14%
CI
6
Clal Insurance
Israel
$174M -$17.7M -144,425 -10%
State Street
7
State Street
Massachusetts
$167M +$62.8M +513,999 +75%
Vanguard Group
8
Vanguard Group
Pennsylvania
$165M +$16.3M +133,361 +13%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$147M -$27.2M -222,296 -17%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$135M -$26.3M -215,301 -18%
AAMU
11
Amundi Asset Management US
Massachusetts
$122M -$3.91M -31,981 -4%
MMH
12
Menora Mivtachim Holdings
Israel
$117M -$2.56M -20,925 -2%
SCH
13
Sylebra Capital (HK)
Hong Kong
$116M +$76.5M +625,351 +296%
IAM
14
Ion Asset Management
Israel
$112M -$30.7M -250,997 -24%
VanEck Associates
15
VanEck Associates
New York
$102M -$142K -1,158 -0.2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$101M -$1.53M -12,526 -2%
Invesco
17
Invesco
Georgia
$99M +$8.77M +71,706 +11%
Goldman Sachs
18
Goldman Sachs
New York
$93.7M +$29.5M +241,351 +56%
PVH
19
Psagot Value Holdings
Israel
$92.2M -$48.5M -396,887 -37%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$87.5M +$24.1M +197,368 +46%
ClearBridge Investments
21
ClearBridge Investments
New York
$80.8M +$61.4M +502,354 +628%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$74.3M +$4.09M +33,420 +7%
Norges Bank
23
Norges Bank
Norway
$72.8M -$11.4M -93,111 -15%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$70.2M +$4.29M +35,089 +7%
ZIG
25
Zurich Insurance Group
Switzerland
$68.3M +$2.21M +18,072 +4%

SEDG Hedge Fund Activity: Q2 2020 in Review

396 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2020, worth a combined $6.21B — up 78% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SEDG positions and 45 closed out — a net gain of 72 holders — while 126 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $151M. The largest seller was D.E. Shaw & Co, cutting an estimated $63M.

  • 396 institutional investors held SolarEdge (SEDG) as of Q2 2020, up from 327 in Q1 2020.
  • Funds reported $6.21B of SolarEdge stock for Q2 2020, up 78% quarter-over-quarter.
  • 117 funds opened new SolarEdge positions in Q2 2020 and 45 closed out, a net change of +72 holders.
  • The largest SolarEdge buyer in Q2 2020 was BlackRock, an estimated $151M added.
  • The largest SolarEdge seller in Q2 2020 was D.E. Shaw & Co, an estimated $63M sold.

Based on aggregated 13F filings for Q2 2020.