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Innovative Solutions & Support

43 hedge funds and large institutions have $64.3M invested in Innovative Solutions & Support in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $67M → $64.3M (-$2.75M)

4% less funds holding

Funds holding: 4543 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

38% less call options, than puts

Call options by funds: $13K | Put options by funds: $21K

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
7
Reduced
17
Closed
10
Calls
$13K
Puts
$21K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1
Federated Hermes
Pennsylvania
$17.9M
WA
2
WealthTrust Axiom
Pennsylvania
$13M +$540K +77,738 +5%
Morgan Stanley
3
Morgan Stanley
New York
$6.97M -$79.1K -11,375 -1%
BIT
4
BlackRock Institutional Trust
California
$3.08M -$757K -108,873 -21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.06M -$298K -42,806 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.05M -$144K -20,652 -5%
MC
7
Muhlenkamp & Co
Pennsylvania
$2.98M
CSM
8
Central Square Management
Illinois
$2.79M +$1.91M +274,715 +275%
TA
9
Teton Advisors
New York
$1.27M +$78.5K +11,300 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.09M -$111K -15,900 -10%
RA
11
Royce & Associates
New York
$1.06M
VDBMI
12
Van Den Berg Management I
Texas
$1.06M -$1.01K -145 -0.1%
Northern Trust
13
Northern Trust
Illinois
$1.04M -$208K -29,855 -18%
GI
14
GAMCO Investors
Connecticut
$655K
OAM
15
Oberweis Asset Management
Illinois
$629K +$116K +16,700 +25%
BCM
16
Bridgeway Capital Management
Texas
$472K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$454K -$45K -6,475 -10%
Deutsche Bank
18
Deutsche Bank
Germany
$404K +$341K +49,053 +901%
PP
19
Paloma Partners
Connecticut
$401K +$375K +53,910 New
GIP
20
Granite Investment Partners
California
$382K +$357K +51,301 New
TDC
21
Thompson Davis & Co
Virginia
$294K +$275K +39,500 New
BFA
22
BlackRock Fund Advisors
California
$279K -$2.24M -321,544 -90%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$268K +$250K +36,015 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$247K
Citadel Advisors
25
Citadel Advisors
Florida
$246K +$230K +33,028 New

ISSC Hedge Fund Activity: Q2 2014 in Review

43 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Innovative Solutions & Support (ISSC) for Q2 2014, worth a combined $64.3M — down 4.1% from $67M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ISSC and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 7 added.

The largest buyer was Central Square Management, adding an estimated $1.91M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.24M.

  • 43 institutional investors held Innovative Solutions & Support (ISSC) as of Q2 2014, down from 45 in Q1 2014.
  • Funds reported $64.3M of Innovative Solutions & Support stock for Q2 2014, down 4.1% quarter-over-quarter.
  • 8 funds opened new Innovative Solutions & Support positions in Q2 2014 and 10 closed out, a net change of -2 holders.
  • The largest Innovative Solutions & Support buyer in Q2 2014 was Central Square Management, an estimated $1.91M added.
  • The largest Innovative Solutions & Support seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2014.