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SolarEdge

372 hedge funds and large institutions have $3.43B invested in SolarEdge in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 159 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less call options, than puts

Call options by funds: $435M | Put options by funds: $500M

14.36% less ownership

Funds ownership: 98.88%84.53% (-14%)

19% less funds holding

Funds holding: 457372 (-85)

35% less capital invested

Capital invested by funds: $5.25B → $3.43B (-$1.81B)

35% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 159

63% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 128

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
372
Holders Change
-85
Holders Change %
-18.6%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
103
Reduced
159
Closed
128
Calls
$435M
Puts
$500M
Net Calls
-$64.5M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$599M -$36.6M -507,734 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$195M +$55.3M +765,938 +39%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$192M +$34.7M +480,771 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$167M +$4.54M +62,942 +3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$123M +$312K +4,330 +0.3%
Goldman Sachs
6
Goldman Sachs
New York
$114M +$86.5M +1,199,102 +295%
Invesco
7
Invesco
Georgia
$98.3M -$42.7M -591,077 -30%
State Street
8
State Street
Massachusetts
$94.4M -$6.65M -92,128 -6%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$94.3M -$8.39M -116,296 -8%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$78M -$411K -5,700 -0.5%
Two Sigma Investments
11
Two Sigma Investments
New York
$75.2M -$6.84M -94,784 -8%
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$71.5M +$1.66M +23,033 +2%
Morgan Stanley
13
Morgan Stanley
New York
$70.2M -$84.6M -1,172,694 -54%
Impax Asset Management Group
14
Impax Asset Management Group
United Kingdom
$66M -$1.38M -19,162 -2%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$60.7M +$13.6M +189,083 +28%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$46.5M +$1.55M +21,495 +3%
Franklin Resources
17
Franklin Resources
California
$39.5M +$12.7K +176 +0%
UM
18
UniSuper Management
Australia
$39M +$784K +10,866 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$38.6M -$12.9M -178,539 -25%
PI
20
PGGM Investments
Netherlands
$37.7M +$9.32M +129,142 +32%
Citadel Advisors
21
Citadel Advisors
Florida
$35.8M +$15.1M +208,891 +71%
UBS AM
22
UBS AM
Illinois
$33.4M -$16.6M -229,632 -33%
MMH
23
Menora Mivtachim Holdings
Israel
$32.6M +$6.06M +84,000 +22%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$32.6M -$5.16M -71,560 -13%
PF
25
Phoenix Financial
Israel
$32M -$8.63M -119,589 -23%

SEDG Hedge Fund Activity: Q1 2024 in Review

372 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2024, worth a combined $3.43B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of SEDG and 47 opened new positions — a net loss of 81 holders — while 159 trimmed existing stakes and 103 added.

The largest buyer was Goldman Sachs, adding an estimated $86.5M. The largest seller was Swedbank, exiting entirely with an estimated $400M sold.

  • 372 institutional investors held SolarEdge (SEDG) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.43B of SolarEdge stock for Q1 2024, down 35% quarter-over-quarter.
  • 47 funds opened new SolarEdge positions in Q1 2024 and 128 closed out, a net change of -81 holders.
  • The largest SolarEdge buyer in Q1 2024 was Goldman Sachs, an estimated $86.5M added.
  • The largest SolarEdge seller in Q1 2024 was Swedbank, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2024.