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SolarEdge

294 hedge funds and large institutions have $1.33B invested in SolarEdge in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $295M | Put options by funds: $185M

3.74% more ownership

Funds ownership: 97.55%101.29% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

6% less capital invested

Capital invested by funds: $1.41B → $1.33B (-$87.1M)

12% less funds holding

Funds holding: 333294 (-39)

53% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 72

Holders
294
Holders Change
-39
Holders Change %
-11.71%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
104
Reduced
98
Closed
72
Calls
$295M
Puts
$185M
Net Calls
+$110M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M -$1.4M -57,405 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$98.8M +$23.7M +973,409 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73M +$10.7M +440,943 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.9M -$1.91M -78,428 -3%
Invesco
5
Invesco
Georgia
$53.3M +$15.6M +639,793 +38%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$50.6M +$19.5M +800,034 +57%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$39.4M -$97.5K -4,008 -0.2%
State Street
8
State Street
Massachusetts
$31.8M -$120K -4,941 -0.4%
Goldman Sachs
9
Goldman Sachs
New York
$30.1M -$18.4M -756,137 -37%
Two Sigma Investments
10
Two Sigma Investments
New York
$28.4M +$2.24M +92,015 +8%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$26.2M +$82.7K +3,400 +0.3%
Marshall Wace
12
Marshall Wace
United Kingdom
$25.9M +$13.9M +573,164 +103%
Morgan Stanley
13
Morgan Stanley
New York
$24.3M -$925K -38,029 -3%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$23M -$171K -7,048 -0.7%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$21.5M +$12.9M +529,798 +130%
MGP
16
M&G plc
United Kingdom
$21.5M +$924K +38,001 +4%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$21M -$172K -7,059 -0.8%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$19.6M -$127K -5,205 -0.6%
Millennium Management
19
Millennium Management
New York
$18.5M +$5.16M +212,285 +36%
Barclays
20
Barclays
United Kingdom
$17.8M +$9.56M +393,117 +102%
Legal & General Group
21
Legal & General Group
United Kingdom
$17.2M +$3.52M +144,868 +24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.2M +$619K +25,474 +4%
Bank of America
23
Bank of America
North Carolina
$16.2M +$11.4M +468,676 +198%
PI
24
PGGM Investments
Netherlands
$15.4M +$3.41M +140,420 +26%
Capital Fund Management (CFM)
25
Capital Fund Management (CFM)
France
$14.9M +$11.2M +461,990 +243%

SEDG Hedge Fund Activity: Q3 2024 in Review

294 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2024, worth a combined $1.33B — down 6.2% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SEDG and 34 opened new positions — a net loss of 38 holders — while 98 trimmed existing stakes and 104 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $23.7M. The largest seller was Swedbank, exiting entirely with an estimated $40.4M sold.

  • 294 institutional investors held SolarEdge (SEDG) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $1.33B of SolarEdge stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 34 funds opened new SolarEdge positions in Q3 2024 and 72 closed out, a net change of -38 holders.
  • The largest SolarEdge buyer in Q3 2024 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $23.7M added.
  • The largest SolarEdge seller in Q3 2024 was Swedbank, an estimated $40.4M sold.

Based on aggregated 13F filings for Q3 2024.