Question 1

Which hedge funds and institutional investors hold SEDG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SEDG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SEDG whale holdings?

Accepted Answer

Conviction level reflects how significant SEDG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SEDG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SEDG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SEDG?

Accepted Answer

QoQ changes for SEDG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
GMO	2.2M	$114.1M	0.3%	$39.1B
Two Sigma	2.2M	$113.9M	0.1%	$123.9B
State Street	1.7M	$89.3M	0.0%	$2896.4B
Artisan Partners	1.6M	$83.6M	0.1%	$62.3B
Balyasny	1.0M	$53.1M	0.1%	$77.1B
Citadel	908.4K	$46.4M	0.0%	$618.5B
American Century	777.0K	$39.7M	0.0%	$194.3B
Citadel	673.2K	$34.4M	0.0%	$618.5B
Tudor	655.1K	$33.4M	0.1%	$53.9B
DE Shaw	545.6K	$27.9M	0.0%	$166.3B
Renaissance Tech	476.6K	$24.3M	0.0%	$63.9B
Point72	271.6K	$13.9M	0.0%	$78.1B
Citadel	247.7K	$12.6M	0.0%	$618.5B
Point72	227.8K	$11.6M	0.0%	$78.1B
Millennium	180.9K	$9.2M	0.0%	$240.3B
PDT Partners	172.8K	$8.8M	0.5%	$1.7B
Geode Capital	133.4K	$6.8M	0.0%	$1607.5B
Franklin Templeton	74.8K	$3.8M	0.0%	$408.3B
Millennium	74.5K	$3.8M	0.0%	$240.3B
Caxton	71.1K	$3.6M	0.1%	$4.4B
Sculptor	49.5K	$2.5M	0.0%	$9.6B
Millennium	40.0K	$2.0M	0.0%	$240.3B
Marshall Wace	30.6K	$1.6M	0.0%	$100.4B
Man Group	29.6K	$1.5M	0.0%	$55.1B
Brevan Howard	20.0K	$1.0M	0.0%	$11.3B
Schonfeld	19.3K	$984K	0.0%	$14.2B
Bridgewater	18.8K	$961K	0.0%	$22.4B
Two Sigma	18.6K	$950K	0.0%	$123.9B
Tudor	16.7K	$853K	0.0%	$53.9B
Two Sigma	14.0K	$715K	0.0%	$123.9B
DE Shaw	11.4K	$582K	0.0%	$166.3B
DFA	11.1K	$566K	0.0%	$481.4B
Tudor	5.5K	$281K	0.0%	$53.9B
Wellington	1.8K	$93K	—	$535.5B
Fidelity (FMR)	136	$7K	—	$1898.4B
AQR Capital	100	$5K	—	$218.4B
Northern Trust	58	$3K	—	$756.6B
BlackRock	37	$2K	—	$5723.5B
Acadian	4.1K	$210	0.0%	$70.5M

SEDG

Who Holds SEDG

Changes This Quarter