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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$838M +$317M +3,483,829 +64%
Swedbank
2
Swedbank
Sweden
$400M +$89.4M +981,856 +30%
Vanguard Group
3
Vanguard Group
Pennsylvania
$214M -$22.3M -244,820 -10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$209M +$55.1M +605,647 +37%
Morgan Stanley
5
Morgan Stanley
New York
$202M +$104M +1,141,092 +112%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$185M +$43.8M +481,173 +32%
Invesco
7
Invesco
Georgia
$185M -$34.1M -375,068 -16%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$162M -$3.75M -41,171 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$135M +$32.5M +356,623 +33%
State Street
10
State Street
Massachusetts
$133M -$73.6M -808,464 -36%
Two Sigma Investments
11
Two Sigma Investments
New York
$108M +$105M +1,154,028 New
Two Sigma Advisers
12
Two Sigma Advisers
New York
$103M +$101M +1,104,600 New
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$92.2M +$8.13M +89,279 +10%
Impax Asset Management Group
14
Impax Asset Management Group
United Kingdom
$88.9M +$1.35M +14,878 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$67.6M +$27M +296,851 +70%
UBS AM
16
UBS AM
Illinois
$65.5M +$3.51M +38,532 +6%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$65.2M +$44.3M +487,120 +232%
Coatue Management
18
Coatue Management
New York
$63.3M
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$62.3M +$47.7M +524,476 +372%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$59.2M -$36.5M -401,311 -39%
RS
21
Robeco Schweiz
Switzerland
$54M -$5.55M -61,000 -10%
Franklin Resources
22
Franklin Resources
California
$52M +$26.7M +293,588 +112%
SAM
23
Storebrand Asset Management
Norway
$51.4M +$19.3M +212,460 +63%
UM
24
UniSuper Management
Australia
$50.4M -$601K -6,600 -1%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$49.7M +$5.34M +58,690 +12%

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.