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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 $2.53M invested in iSun, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

6% less capital invested

Capital invested by funds: $2.69M → $2.53M (-$158K)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
6
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Essex Investment Management
Massachusetts
$897K +$957K +641,228 +279%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350K
VC
3
Veracity Capital
Georgia
$294K
LCM
4
Legato Capital Management
California
$256K +$254K +170,157 +218%
CW
5
CreativeOne Wealth
Kansas
$109K +$157K +105,348 New
Millennium Management
6
Millennium Management
New York
$107K +$155K +103,560 New
Renaissance Technologies
7
Renaissance Technologies
New York
$106K +$153K +102,486 New
BlackRock
8
BlackRock
New York
$105K +$1.31K +876 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65K
Citadel Advisors
10
Citadel Advisors
Florida
$47K +$50.2K +33,663 +281%
State Street
11
State Street
Massachusetts
$30K
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28.2K
Squarepoint
13
Squarepoint
New York
$23.2K +$33.5K +22,477 New
IIM
14
InTrack Investment Management
Vermont
$20.1K -$1.49K -1,001 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$15.6K -$1.97K -1,319 -8%
Northern Trust
16
Northern Trust
Illinois
$15.1K
EFM
17
Eley Financial Management
Vermont
$14.1K +$3.28K +2,200 +19%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$12K
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$11.4K +$16.5K +11,022 New
TRCT
20
Tower Research Capital (TRC)
New York
$9K +$7.87K +5,272 +142%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.62K
Morgan Stanley
22
Morgan Stanley
New York
$4.51K -$3.95K -2,645 -38%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.43K
NSIM
24
North Star Investment Management
Illinois
$1.44K
Wells Fargo
25
Wells Fargo
California
$1.1K +$4 +3 +0.3%

ISUN Hedge Fund Activity: Q1 2023 in Review

29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iSun, Inc. Common Stock (ISUN) for Q1 2023, worth a combined $2.53M — down 5.9% from $2.69M a quarter earlier.

Fund positioning in ISUN was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Essex Investment Management, adding an estimated $957K. The largest seller was Arjuna Capital, exiting entirely with an estimated $629K sold.

  • 29 institutional investors held iSun, Inc. Common Stock (ISUN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $2.53M of iSun, Inc. Common Stock stock for Q1 2023, down 5.9% quarter-over-quarter.
  • 6 funds opened new iSun, Inc. Common Stock positions in Q1 2023 and 6 closed out, a net change of 0 holders.
  • The largest iSun, Inc. Common Stock buyer in Q1 2023 was Essex Investment Management, an estimated $957K added.
  • The largest iSun, Inc. Common Stock seller in Q1 2023 was Arjuna Capital, an estimated $629K sold.

Based on aggregated 13F filings for Q1 2023.