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ISUN

iSun, Inc. Common Stock

Delisted

ISUN was delisted on the 22nd of May, 2024.

29 hedge funds and large institutions have $2.69M invested in iSun, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $181K | Put options by funds: $34K

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

14% less capital invested

Capital invested by funds: $3.11M → $2.69M (-$426K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
6
Calls
$181K
Puts
$34K
Net Calls
+$147K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Arjuna Capital
North Carolina
$629K +$866K +469,394 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$455K +$242 +131 +0%
VC
3
Veracity Capital
Georgia
$382K +$18.4K +10,000 +4%
EIM
4
Essex Investment Management
Massachusetts
$307K -$3.29K -1,784 -0.8%
UCFA
5
United Capital Financial Advisors
Texas
$306K +$421K +228,001 New
BlackRock
6
BlackRock
New York
$135K +$1.81K +982 +1%
LCM
7
Legato Capital Management
California
$104K +$144K +77,970 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$83K -$242 -131 -0.2%
State Street
9
State Street
Massachusetts
$38.8K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$38K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$36.7K
IIM
12
InTrack Investment Management
Vermont
$32.8K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$21.9K -$36.9K -20,018 -55%
Northern Trust
14
Northern Trust
Illinois
$19.7K
Citadel Advisors
15
Citadel Advisors
Florida
$15.9K -$49.9K -27,043 -69%
EFM
16
Eley Financial Management
Vermont
$15.4K +$21.2K +11,500 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$15K
Morgan Stanley
18
Morgan Stanley
New York
$9.42K -$1.03K -561 -7%
FIA
19
FNY Investment Advisers
New York
$9K
Simplex Trading
20
Simplex Trading
Illinois
$7K -$14.5K -7,858 -60%
UBS Group
21
UBS Group
Switzerland
$6.06K +$8.34K +4,524 New
LWCFA
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.01K
Osaic Holdings
23
Osaic Holdings
Arizona
$6K
TRCT
24
Tower Research Capital (TRC)
New York
$5K -$330 -179 -5%
NSIM
25
North Star Investment Management
Illinois
$1.88K +$2.58K +1,400 New

ISUN Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iSun, Inc. Common Stock (ISUN) for Q4 2022, worth a combined $2.69M — down 14% from $3.11M a quarter earlier.

Fund positioning in ISUN was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Arjuna Capital, opening a new position worth an estimated $866K. The largest seller was Claraphi Advisory Network, exiting entirely with an estimated $239K sold.

  • 29 institutional investors held iSun, Inc. Common Stock (ISUN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2.69M of iSun, Inc. Common Stock stock for Q4 2022, down 14% quarter-over-quarter.
  • 6 funds opened new iSun, Inc. Common Stock positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest iSun, Inc. Common Stock buyer in Q4 2022 was Arjuna Capital, an estimated $866K added.
  • The largest iSun, Inc. Common Stock seller in Q4 2022 was Claraphi Advisory Network, an estimated $239K sold.

Based on aggregated 13F filings for Q4 2022.