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Innovative Solutions & Support

45 hedge funds and large institutions have $67M invested in Innovative Solutions & Support in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $63.2M → $67M (+$3.79M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2% less funds holding

Funds holding: 4645 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1
Federated Hermes
Pennsylvania
$18.1M
WA
2
WealthTrust Axiom
Pennsylvania
$12.5M +$174K +23,173 +1%
Morgan Stanley
3
Morgan Stanley
New York
$7.14M +$389K +51,852 +6%
BIT
4
BlackRock Institutional Trust
California
$3.94M +$169K +22,535 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.42M
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.24M +$20.2K +2,694 +0.6%
MC
7
Muhlenkamp & Co
Pennsylvania
$3.02M -$11.5K -1,525 -0.4%
BFA
8
BlackRock Fund Advisors
California
$2.7M +$82.5K +10,979 +3%
Northern Trust
9
Northern Trust
Illinois
$1.28M -$87.4K -11,632 -6%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.23M -$80.4K -10,700 -6%
TA
11
Teton Advisors
New York
$1.2M
RA
12
Royce & Associates
New York
$1.07M -$113K -15,000 -10%
VDBMI
13
Van Den Berg Management I
Texas
$1.07M
State Street
14
State Street
Massachusetts
$755K +$113K +15,002 +18%
CSM
15
Central Square Management
Illinois
$752K +$457K +60,801 +156%
GI
16
GAMCO Investors
Connecticut
$663K
EIM
17
Essex Investment Management
Massachusetts
$532K +$530K +70,609 New
OAM
18
Oberweis Asset Management
Illinois
$511K +$399K +53,100 +359%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$508K +$32.5K +4,327 +7%
BCM
20
Bridgeway Capital Management
Texas
$478K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$440K -$2.54K -338 -0.6%
TCIM
22
TIAA CREF Investment Management
New York
$379K
BIM
23
BlackRock Investment Management
Delaware
$264K -$4.05K -539 -2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$249K
GCP
25
GSA Capital Partners
United Kingdom
$179K -$75.9K -10,110 -30%

ISSC Hedge Fund Activity: Q1 2014 in Review

45 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Innovative Solutions & Support (ISSC) for Q1 2014, worth a combined $67M — up 6% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ISSC and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $530K. The largest seller was Thompson Davis & Co, exiting entirely with an estimated $260K sold.

  • 45 institutional investors held Innovative Solutions & Support (ISSC) as of Q1 2014, down from 46 in Q4 2013.
  • Funds reported $67M of Innovative Solutions & Support stock for Q1 2014, up 6% quarter-over-quarter.
  • 3 funds opened new Innovative Solutions & Support positions in Q1 2014 and 4 closed out, a net change of -1 holder.
  • The largest Innovative Solutions & Support buyer in Q1 2014 was Essex Investment Management, an estimated $530K added.
  • The largest Innovative Solutions & Support seller in Q1 2014 was Thompson Davis & Co, an estimated $260K sold.

Based on aggregated 13F filings for Q1 2014.