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SolarEdge
SEDG

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549 → 557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88% → 78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$182M
2
FAM
Fred Alger Management
New York
+$131M
3
CI
Clal Insurance
Israel
+$92.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$73.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$137M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Invesco
Invesco
Georgia
-$93.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$67.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$57.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.41B -$29.6M -108,785 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$584M -$137M -504,647 -19%
Swedbank
3
Swedbank
Sweden
$446M -$49.9M -183,372 -10%
Invesco
4
Invesco
Georgia
$375M -$93.1M -341,992 -19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$353M -$18.1M -66,323 -5%
State Street
6
State Street
Massachusetts
$340M -$1.35M -4,967 -0.4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$325M -$11.4M -41,943 -3%
FAM
8
Fred Alger Management
New York
$271M +$131M +481,838 +89%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$262M +$269M +987,550 New
NIPH
10
NN Investment Partners Holdings
Netherlands
$233M -$6.79M -24,951 -3%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$220M +$485K +1,781 +0.2%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$198M -$5.91M -21,693 -3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$192M +$31.1M +114,389 +19%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$191M +$73.9M +271,592 +60%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$177M +$182M +668,168 New
CI
16
Clal Insurance
Israel
$168M +$92.5M +339,650 +116%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$161M -$42.4M -155,887 -20%
Amundi
18
Amundi
France
$146M +$6.1M +22,422 +4%
UBS AM
19
UBS AM
Illinois
$139M +$21.9M +80,345 +18%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$131M -$3.06M -11,226 -2%
First Trust Advisors
21
First Trust Advisors
Illinois
$118M -$11.5M -42,098 -9%
Legal & General Group
22
Legal & General Group
United Kingdom
$112M +$4.4M +16,164 +4%
Northern Trust
23
Northern Trust
Illinois
$110M +$6.35M +23,342 +6%
Norges Bank
24
Norges Bank
Norway
$109M -$18.7M -68,813 -14%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$108M +$4.51M +16,569 +4%
1
2 3 4 5

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.