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IES Holdings
IESC

Overview Fund Activity

97 hedge funds and large institutions have $874M invested in IES Holdings in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
31
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$41.6M
2
AC
2
AltraVue Capital
Washington
$21.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.24M
4
Victory Capital Management
4
Victory Capital Management
Texas
$2.74M
5
SCA
5
Stonebridge Capital Advisors
Minnesota
$2.52M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$634K
2
CRC
2
Catawba River Capital
South Carolina
$9.33M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$753K
5
EGI
5
EAM Global Investors
California
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Apis Capital Advisors
New York
$2.32M – – –
JCP
27
JB Capital Partners
New York
$2.11M +$2.11M +41,845 New
Goldman Sachs
28
Goldman Sachs
New York
$1.89M +$1.66M +33,017 +733%
EGI
29
EAM Global Investors
California
$1.78M -$1.1M -21,751 -38%
PCM
30
Perritt Capital Management
Illinois
$1.59M -$504K -10,000 -24%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.54M +$434K +8,614 +39%
RC
32
RBF Capital
California
$1.51M – – –
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$1.43M -$591K -11,730 -29%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.32M -$77K -1,526 -6%
MPAM
35
Monarch Partners Asset Management
Massachusetts
$1.3M -$38.1K -755 -3%
EI
36
EAM Investors
California
$1.26M -$774K -15,351 -38%
Swiss National Bank
37
Swiss National Bank
Switzerland
$978K – – –
SO
38
STRS Ohio
Ohio
$867K +$106K +2,100 +14%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$862K -$76K -1,508 -8%
WG
40
Winton Group
United Kingdom
$818K +$64.1K +1,272 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$753K -$1.85M -36,597 -71%
Invesco
42
Invesco
Georgia
$659K -$970K -19,255 -60%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$644K -$21.7K -430 -3%
ZCM
44
Zebra Capital Management
Connecticut
$637K +$637K +12,629 New
PAIM
45
Punch & Associates Investment Management
Minnesota
$634K -$3.02M -59,921 -83%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$621K – – –
Wells Fargo
47
Wells Fargo
California
$615K -$473K -9,372 -43%
AQR Capital Management
48
AQR Capital Management
Connecticut
$599K +$65.1K +1,293 +12%
Bank of America
49
Bank of America
North Carolina
$586K +$311K +6,164 +113%
EWA
50
Exencial Wealth Advisors
Oklahoma
$555K +$555K +11,000 New
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