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SolarEdge

602 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 56

8% more funds holding

Funds holding: 557602 (+45)

8% more capital invested

Capital invested by funds: $10.9B → $11.7B (+$852M)

1.32% more ownership

Funds ownership: 78.64%79.97% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 201

35% less call options, than puts

Call options by funds: $545M | Put options by funds: $836M

Holders
602
Holders Change
+45
Holders Change %
+8.08%
% of All Funds
9.26%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
109
Increased
196
Reduced
201
Closed
56
Calls
$545M
Puts
$836M
Net Calls
-$291M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.24B -$290M -917,859 -17%
JP Morgan Chase
2
JP Morgan Chase
New York
$698M +$89.5M +283,385 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$574M +$260M +822,485 +67%
State Street
4
State Street
Massachusetts
$548M +$212M +672,773 +53%
Swedbank
5
Swedbank
Sweden
$468M -$7.92M -25,086 -1%
Invesco
6
Invesco
Georgia
$430M +$37.5M +118,826 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$415M +$46.5M +147,162 +11%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$360M +$93.9M +297,272 +30%
NIPH
9
NN Investment Partners Holdings
Netherlands
$254M +$8.55M +27,069 +3%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$251M +$71M +225,021 +34%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$227M +$99.8M +316,001 +64%
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$219M -$16.2M -51,309 -6%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$211M +$1.24M +3,938 +0.5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$206M +$3.03M +9,609 +1%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$203M +$1.14M +3,606 +0.5%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$148M -$24.7M -78,098 -13%
Holocene Advisors
17
Holocene Advisors
New York
$139M +$144M +454,900 +1,093%
First Trust Advisors
18
First Trust Advisors
Illinois
$138M +$13.8M +43,790 +10%
Amundi
19
Amundi
France
$130M -$17.3M -54,654 -10%
Allianz Asset Management
20
Allianz Asset Management
Germany
$125M +$32.5M +102,891 +30%
Norges Bank
21
Norges Bank
Norway
$112M -$3M -9,499 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$111M -$8.3M -26,282 -6%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$109M -$5.91M -18,713 -5%
UBS AM
24
UBS AM
Illinois
$108M -$43.2M -136,915 -26%
Northern Trust
25
Northern Trust
Illinois
$108M -$9.07M -28,732 -7%

SEDG Hedge Fund Activity: Q4 2021 in Review

602 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2021, worth a combined $11.7B — up 7.8% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SEDG positions and 56 closed out — a net gain of 53 holders — while 196 added to existing stakes and 201 trimmed.

The largest buyer was Vanguard Group, adding an estimated $260M. The largest seller was BlackRock, cutting an estimated $290M.

  • 602 institutional investors held SolarEdge (SEDG) as of Q4 2021, up from 557 in Q3 2021.
  • Funds reported $11.7B of SolarEdge stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 109 funds opened new SolarEdge positions in Q4 2021 and 56 closed out, a net change of +53 holders.
  • The largest SolarEdge buyer in Q4 2021 was Vanguard Group, an estimated $260M added.
  • The largest SolarEdge seller in Q4 2021 was BlackRock, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2021.