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SolarEdge

655 hedge funds and large institutions have $14.2B invested in SolarEdge in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $11.7B → $14.2B (+$2.5B)

19% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 207

9% more funds holding

Funds holding: 602655 (+53)

1.37% more ownership

Funds ownership: 79.97%81.34% (+1.4%)

5% more call options, than puts

Call options by funds: $686M | Put options by funds: $652M

Holders
655
Holders Change
+53
Holders Change %
+8.8%
% of All Funds
10.33%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
115
Increased
246
Reduced
207
Closed
56
Calls
$686M
Puts
$652M
Net Calls
+$33.4M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.48B +$48.2M +175,571 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$807M +$4.42M +16,101 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$672M +$10.2M +37,181 +2%
State Street
4
State Street
Massachusetts
$630M -$27.7K -101 -0%
Swedbank
5
Swedbank
Sweden
$544M +$8.71M +31,723 +2%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$525M +$94.7M +344,876 +27%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$495M +$15.7M +57,158 +4%
Invesco
8
Invesco
Georgia
$452M -$35.9M -130,625 -9%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$306M +$15.6M +56,700 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$272M +$9.32M +33,944 +4%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$245M -$4.83M -17,599 -2%
NIPH
12
NN Investment Partners Holdings
Netherlands
$243M -$41.2M -150,006 -17%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$238M +$8.82M +32,096 +4%
Impax Asset Management Group
14
Impax Asset Management Group
United Kingdom
$189M -$45.6M -165,951 -22%
Allianz Asset Management
15
Allianz Asset Management
Germany
$170M +$23.1M +84,269 +19%
ClearBridge Investments
16
ClearBridge Investments
New York
$154M +$71.5M +260,203 +120%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$152M -$72.4M -263,497 -36%
FAM
18
Fred Alger Management
New York
$146M +$35.1M +127,671 +39%
Amundi
19
Amundi
France
$139M -$15.2M -55,295 -11%
Legal & General Group
20
Legal & General Group
United Kingdom
$136M +$7.48M +27,247 +7%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$133M -$31.6M -114,940 -22%
Northern Trust
22
Northern Trust
Illinois
$131M +$5.56M +20,255 +5%
Norges Bank
23
Norges Bank
Norway
$131M +$1.81M +6,596 +2%
Charles Schwab
24
Charles Schwab
California
$127M +$2.89M +10,516 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$127M -$26.1M -95,136 -19%

SEDG Hedge Fund Activity: Q1 2022 in Review

655 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2022, worth a combined $14.2B — up 21% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SEDG positions and 56 closed out — a net gain of 59 holders — while 246 added to existing stakes and 207 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $94.7M. The largest seller was Holocene Advisors, cutting an estimated $89.6M.

  • 655 institutional investors held SolarEdge (SEDG) as of Q1 2022, up from 602 in Q4 2021.
  • Funds reported $14.2B of SolarEdge stock for Q1 2022, up 21% quarter-over-quarter.
  • 115 funds opened new SolarEdge positions in Q1 2022 and 56 closed out, a net change of +59 holders.
  • The largest SolarEdge buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $94.7M added.
  • The largest SolarEdge seller in Q1 2022 was Holocene Advisors, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2022.