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IES Holdings
IESC

Overview Fund Activity

79 hedge funds and large institutions have $480M invested in IES Holdings in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% 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
23
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.74M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$981K
4
Millennium Management
4
Millennium Management
New York
$841K
5
SOW
5
State of Wyoming
Wyoming
$1.86M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.8M
2
BlackRock
2
BlackRock
New York
$25.2M
3
ACA
3
Apis Capital Advisors
New York
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$86K
5
RA
5
Royce & Associates
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$951K -$44.2K -1,600 -4%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$860K -$2.13K -77 -0.2%
Millennium Management
28
Millennium Management
New York
$841K +$418K +15,130 +99%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$622K +$21.6K +783 +4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$613K – – –
CAN
31
Cetera Advisor Networks
California
$606K – – –
Invesco
32
Invesco
Georgia
$485K -$9.17K -332 -2%
Ameriprise
33
Ameriprise
Minnesota
$475K +$6.9K +250 +1%
SO
34
STRS Ohio
Ohio
$447K – – –
OCA
35
Otter Creek Advisors
Florida
$432K -$237K -8,582 -35%
RC
36
RBF Capital
California
$414K – – –
AQR Capital Management
37
AQR Capital Management
Connecticut
$377K -$303K -10,970 -45%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$350K +$26.1K +946 +8%
NYLIM
39
New York Life Investment Management
New York
$346K +$25.4K +919 +8%
ECM
40
ExodusPoint Capital Management
New York
$339K -$105K -3,816 -24%
GF
41
Gabelli Funds
New York
$331K – – –
PCM
42
Perritt Capital Management
Illinois
$326K – – –
CS
43
Credit Suisse
Switzerland
$320K +$1.22K +44 +0.4%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$317K -$15.7K -570 -5%
MWM
45
Modera Wealth Management
New Jersey
$273K +$273K +9,900 New
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$249K -$12.3K -445 -5%
WC
47
Wexford Capital
Florida
$226K – – –
EWA
48
Exencial Wealth Advisors
Oklahoma
$221K -$9.67K -350 -4%
BCM
49
Bourgeon Capital Management
Connecticut
$199K – – –
MIM
50
MetLife Investment Management
New Jersey
$162K – – –
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