We are live on ! Find out more
SEDG icon

SolarEdge

556 hedge funds and large institutions have $13.3B invested in SolarEdge in 2020 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 175 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 60

29% more capital invested

Capital invested by funds: $10.4B → $13.3B (+$2.99B)

20% more funds holding

Funds holding: 462556 (+94)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

2% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 178

5% less ownership

Funds ownership: 87.05%82.05% (-5%)

10% less call options, than puts

Call options by funds: $813M | Put options by funds: $905M

Holders
556
Holders Change
+94
Holders Change %
+20.35%
% of All Funds
9.84%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
158
Increased
175
Reduced
178
Closed
60
Calls
$813M
Puts
$905M
Net Calls
-$92M
Net Calls Change
-$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.91B +$174M +628,326 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$949M +$47.2M +170,784 +6%
Swedbank
3
Swedbank
Sweden
$875M -$101M -365,675 -12%
JP Morgan Chase
4
JP Morgan Chase
New York
$525M -$76.2M -275,867 -14%
State Street
5
State Street
Massachusetts
$521M +$127M +460,157 +39%
Vanguard Group
6
Vanguard Group
Pennsylvania
$460M +$38.8M +140,353 +11%
Invesco
7
Invesco
Georgia
$440M +$95.5M +345,691 +33%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$292M -$26.5M -95,735 -9%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$266M -$14.7M -53,070 -6%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$265M -$56.3M -203,541 -20%
CI
11
Clal Insurance
Israel
$258M -$87.3M -315,881 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$212M +$17M +61,346 +10%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$208M +$130M +471,559 +261%
ClearBridge Investments
14
ClearBridge Investments
New York
$197M -$27.1M -98,055 -14%
AAMU
15
Amundi Asset Management US
Massachusetts
$188M -$20.8M -75,148 -11%
NIPH
16
NN Investment Partners Holdings
Netherlands
$181M -$192M -695,699 -55%
Ameriprise
17
Ameriprise
Minnesota
$177M +$112M +405,455 +274%
UBS AM
18
UBS AM
Illinois
$162M +$82.7M +299,217 +143%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$154M +$3.99M +14,455 +3%
Northern Trust
20
Northern Trust
Illinois
$153M +$16.5M +59,545 +14%
Norges Bank
21
Norges Bank
Norway
$142M -$3.04M -10,996 -2%
VanEck Associates
22
VanEck Associates
New York
$141M -$56.4M -204,251 -32%
Impax Asset Management Group
23
Impax Asset Management Group
United Kingdom
$141M -$10.1M -36,686 -8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$136M -$63.1M -228,194 -35%
AAMU
25
AEGON Asset Management (UK)
United Kingdom
$127M -$17.5M -63,478 -14%

SEDG Hedge Fund Activity: Q4 2020 in Review

556 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2020, worth a combined $13.3B — up 29% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new SEDG positions and 60 closed out — a net gain of 98 holders — while 175 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $174M. The largest seller was Fidelity International, cutting an estimated $364M.

  • 556 institutional investors held SolarEdge (SEDG) as of Q4 2020, up from 462 in Q3 2020.
  • Funds reported $13.3B of SolarEdge stock for Q4 2020, up 29% quarter-over-quarter.
  • 158 funds opened new SolarEdge positions in Q4 2020 and 60 closed out, a net change of +98 holders.
  • The largest SolarEdge buyer in Q4 2020 was BlackRock, an estimated $174M added.
  • The largest SolarEdge seller in Q4 2020 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2020.