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SolarEdge

642 hedge funds and large institutions have $10.8B invested in SolarEdge in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

14% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 218

1% more funds holding

Funds holding: 637642 (+5)

0.5% more ownership

Funds ownership: 84.81%85.31% (+0.5%)

15% less capital invested

Capital invested by funds: $12.7B → $10.8B (-$1.86B)

17% less call options, than puts

Call options by funds: $562M | Put options by funds: $675M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
642
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
11.06%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
85
Increased
249
Reduced
218
Closed
70
Calls
$562M
Puts
$675M
Net Calls
-$113M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.29B -$9.77M -33,117 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$519M +$14.6M +49,486 +2%
State Street
3
State Street
Massachusetts
$476M +$13.9M +47,081 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$459M +$139M +471,967 +31%
JP Morgan Chase
5
JP Morgan Chase
New York
$366M -$192M -651,236 -29%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$355M -$61.5M -208,416 -12%
Swedbank
7
Swedbank
Sweden
$341M -$98.1M -332,524 -18%
Invesco
8
Invesco
Georgia
$322M +$12.4M +42,073 +3%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$282M +$20.8M +70,579 +6%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$225M +$12.5M +42,524 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$218M +$8.5M +28,821 +3%
Goldman Sachs
12
Goldman Sachs
New York
$179M +$7.84M +26,570 +4%
Amundi
13
Amundi
France
$164M +$57M +193,338 +38%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$157M -$30.7M -104,117 -13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$138M +$6.27M +21,248 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$128M -$20.8M -70,644 -11%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$126M -$9.81M -33,263 -6%
Norges Bank
18
Norges Bank
Norway
$118M +$19.4M +65,913 +15%
Morgan Stanley
19
Morgan Stanley
New York
$111M +$9.85M +33,399 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$106M +$30.5M +103,466 +29%
Legal & General Group
21
Legal & General Group
United Kingdom
$103M -$2.28M -7,721 -2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$102M +$60.5M +205,095 +87%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$101M -$10.9M -36,895 -8%
Charles Schwab
24
Charles Schwab
California
$100M +$2.12M +7,204 +2%
First Trust Advisors
25
First Trust Advisors
Illinois
$100M +$9.64M +32,672 +8%

SEDG Hedge Fund Activity: Q3 2022 in Review

642 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2022, worth a combined $10.8B — down 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 70 closed out — a net gain of 15 holders — while 249 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 642 institutional investors held SolarEdge (SEDG) as of Q3 2022, up from 637 in Q2 2022.
  • Funds reported $10.8B of SolarEdge stock for Q3 2022, down 15% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q3 2022 and 70 closed out, a net change of +15 holders.
  • The largest SolarEdge buyer in Q3 2022 was Fidelity Investments, an estimated $139M added.
  • The largest SolarEdge seller in Q3 2022 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2022.