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IES Holdings
IESC

Overview Fund Activity

81 hedge funds and large institutions have $533M invested in IES Holdings in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-13
Holders Change %
-13.83%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
30
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.5M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.66M
4
SOW
4
State of Wyoming
Wyoming
$1.59M
5
AC
5
AltraVue Capital
Washington
$15.8M

Top Sellers

1
CRC
1
Catawba River Capital
South Carolina
$0
2
BCC
2
Bridge City Capital
Oregon
$0
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$0
4
ACA
4
Apis Capital Advisors
New York
$1.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$1.09M -$57.3K -1,900 -5%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$942K +$70.7K +2,343 +8%
AQR Capital Management
28
AQR Capital Management
Connecticut
$742K +$141K +4,681 +23%
OCA
29
Otter Creek Advisors
Florida
$731K -$432K -14,320 -37%
Swiss National Bank
30
Swiss National Bank
Switzerland
$670K – – –
CAN
31
Cetera Advisor Networks
California
$662K – – –
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$656K +$312K +10,355 +91%
Invesco
33
Invesco
Georgia
$540K +$85.4K +2,829 +19%
Ameriprise
34
Ameriprise
Minnesota
$512K +$18.9K +628 +4%
Citadel Advisors
35
Citadel Advisors
Florida
$512K +$340K +11,267 +197%
Goldman Sachs
36
Goldman Sachs
New York
$497K -$617K -20,442 -55%
SO
37
STRS Ohio
Ohio
$488K +$27.1K +900 +6%
ECM
38
ExodusPoint Capital Management
New York
$485K +$117K +3,896 +32%
Millennium Management
39
Millennium Management
New York
$462K -$255K -8,454 -36%
RC
40
RBF Capital
California
$453K – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$363K +$2.14K +71 +0.6%
GF
42
Gabelli Funds
New York
$362K – – –
PCM
43
Perritt Capital Management
Illinois
$356K -$142K -4,712 -29%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$354K +$64.1K +2,124 +22%
NYLIM
45
New York Life Investment Management
New York
$350K +$350K +11,600 New
CS
46
Credit Suisse
Switzerland
$348K -$15.1K -499 -4%
SGI
47
Summit Global Investments
Utah
$293K +$115K +3,800 +64%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$286K -$39.7K -1,318 -12%
EWA
49
Exencial Wealth Advisors
Oklahoma
$252K -$15.1K -500 -6%
PFM
50
Parsec Financial Management
North Carolina
$218K – – –
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2
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