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IES Holdings
IESC

Overview Fund Activity

238 hedge funds and large institutions have $3.69B invested in IES Holdings in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+43
Holders Change %
+22.05%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
70
Increased
68
Reduced
71
Closed
26
Calls
$24.9M
Puts
$8.22M
Net Calls
+$16.7M
Net Calls Change
+$4.55M

Top Buyers

1
Invesco
Invesco
Georgia
$31.4M
2
Franklin Resources
Franklin Resources
California
$35.4M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$23.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
5
FMI
F/M Investments
District of Columbia
$10.9M

Top Sellers

1
GJL
Gendell Jeffrey L
$2.14B
2
Wells Fargo
Wells Fargo
California
$2.54M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$136M
4
PCM
Portolan Capital Management
Massachusetts
$7.86M
5
SI
Stephens Inc
Arkansas
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Sterling Capital Management
North Carolina
$1.6K +$1.6K +8 New
RIL
227
Rothschild Investment LLC
Illinois
$1.4K +$798 +4 +133%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.2K – – –
HWM
229
Hemington Wealth Management
Virginia
$1K +$1K +8 New
LC
230
Lindbrook Capital
California
$798 +$798 +4 New
SIC
231
SJS Investment Consulting
Ohio
$599 – – –
CWP
232
Concord Wealth Partners
Virginia
$599 +$599 +3 New
Skandinaviska Enskilda Banken (SEB)
233
Skandinaviska Enskilda Banken (SEB)
Sweden
$599 +$599 +3 New
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$400 -$200 -1 -33%
TWD
235
True Wealth Design
Ohio
$400 +$400 +2 New
TFM
236
TFC Financial Management
Massachusetts
$200 – – –
FFA
237
Farther Finance Advisors
California
$200 +$200 +1 New
CA
238
Claris Advisors
Missouri
$200 +$200 +1 New
CSS
239
Cubist Systematic Strategies
Connecticut
– -$3.09M -22,175 Closed
Jacobs Levy Equity Management
240
Jacobs Levy Equity Management
New Jersey
– -$2.51M -18,012 Closed
TI
241
Trexquant Investment
Connecticut
– -$1.13M -8,120 Closed
D.E. Shaw & Co
242
D.E. Shaw & Co
New York
– -$1.05M -7,533 Closed
ICM
243
Islay Capital Management
Texas
– -$722K -5,182 Closed
SEC
244
Seven Eight Capital
New York
– -$611K -4,383 Closed
XT
245
XTX Topco
Cayman Islands
– -$601K -4,314 Closed
GAM
246
Gotham Asset Management
New York
– -$535K -3,843 Closed
OAC
247
OMERS Administration Corp
Ontario, Canada
– -$488K -3,500 Closed
CC
248
Centiva Capital
New York
– -$458K -3,288 Closed
SSA
249
Schonfeld Strategic Advisors
New York
– -$405K -2,910 Closed
AIC
250
Aurora Investment Counsel
Georgia
– -$399K -2,867 Closed
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