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SolarEdge

686 hedge funds and large institutions have $14.9B invested in SolarEdge in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 259 increasing their positions, 225 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 67

15% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 225

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.31B)

1% more funds holding

Funds holding: 676686 (+10)

1.29% more ownership

Funds ownership: 85.98%87.28% (+1.3%)

16% less call options, than puts

Call options by funds: $659M | Put options by funds: $782M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
686
Holders Change
+10
Holders Change %
+1.48%
% of All Funds
10.93%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
92
Increased
259
Reduced
225
Closed
67
Calls
$659M
Puts
$782M
Net Calls
-$123M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.7B +$153M +502,417 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$695M -$2.38M -7,810 -0.3%
State Street
3
State Street
Massachusetts
$666M +$52.8M +173,160 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$507M +$201M +658,641 +65%
JP Morgan Chase
5
JP Morgan Chase
New York
$471M -$67.7M -222,137 -13%
Invesco
6
Invesco
Georgia
$419M -$16.3M -53,307 -4%
PAMS
7
Pictet Asset Management (Switzerland)
Switzerland
$375M -$24.8M -81,226 -6%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$368M -$8.94M -29,334 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$365M +$131M +430,692 +56%
Swedbank
10
Swedbank
Sweden
$342M -$76M -249,406 -18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$296M +$3.96M +12,999 +1%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$283M +$272M +893,639 +2,365%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$272M +$273M +895,002 +126,592%
Goldman Sachs
14
Goldman Sachs
New York
$213M +$960K +3,149 +0.5%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$213M +$2.65M +8,701 +1%
ClearBridge Investments
16
ClearBridge Investments
New York
$205M +$15.7M +51,400 +8%
Amundi
17
Amundi
France
$201M +$26M +85,306 +14%
DCP
18
DSM Capital Partners
Florida
$184M +$41.9M +137,401 +29%
Morgan Stanley
19
Morgan Stanley
New York
$181M +$56.7M +186,110 +45%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$159M -$40.8M -133,725 -20%
Handelsbanken Fonder
21
Handelsbanken Fonder
Sweden
$156M +$37.6M +123,405 +32%
Impax Asset Management Group
22
Impax Asset Management Group
United Kingdom
$153M +$6.23M +20,444 +4%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$139M -$62.6M -205,194 -31%
Charles Schwab
24
Charles Schwab
California
$139M +$1.03M +3,391 +0.7%
RS
25
Robeco Schweiz
Switzerland
$138M -$9.42M -30,900 -6%

SEDG Hedge Fund Activity: Q1 2023 in Review

686 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2023, worth a combined $14.9B — up 9.6% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SEDG positions and 67 closed out — a net gain of 25 holders — while 259 added to existing stakes and 225 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $273M. The largest seller was Holocene Advisors, exiting entirely with an estimated $136M sold.

  • 686 institutional investors held SolarEdge (SEDG) as of Q1 2023, up from 676 in Q4 2022.
  • Funds reported $14.9B of SolarEdge stock for Q1 2023, up 9.6% quarter-over-quarter.
  • 92 funds opened new SolarEdge positions in Q1 2023 and 67 closed out, a net change of +25 holders.
  • The largest SolarEdge buyer in Q1 2023 was D.E. Shaw & Co, an estimated $273M added.
  • The largest SolarEdge seller in Q1 2023 was Holocene Advisors, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2023.