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IES Holdings
IESC

Overview Fund Activity

94 hedge funds and large institutions have $704M invested in IES Holdings in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$41.1M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.49M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
BlackRock
4
BlackRock
New York
$29.1M
5
Millennium Management
5
Millennium Management
New York
$956K

Top Sellers

1
RA
1
Royce & Associates
New York
$21.5M
2
OCA
2
Otter Creek Advisors
Florida
$1.55M
3
HF
3
HRT Financial
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$266K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$385K +$385K +9,580 New
EWA
52
Exencial Wealth Advisors
Oklahoma
$356K – – –
PFM
53
Parsec Financial Management
North Carolina
$291K – – –
BCM
54
Bourgeon Capital Management
Connecticut
$290K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$266K -$769K -19,093 -74%
PPA
56
Parametric Portfolio Associates
Washington
$251K -$23.3K -581 -9%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$247K -$191K -4,752 -44%
BA
58
Bridgewater Advisors
New York
$238K – – –
SGI
59
Summit Global Investments
Utah
$237K – – –
MIM
60
MetLife Investment Management
New Jersey
$235K +$84K +2,090 +55%
Citadel Advisors
61
Citadel Advisors
Florida
$230K -$152K -3,775 -40%
ZCM
62
Zebra Capital Management
Connecticut
$227K -$15.4K -382 -6%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$211K +$6.11K +152 +3%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$210K +$15.9K +396 +8%
Deutsche Bank
65
Deutsche Bank
Germany
$205K -$22.5K -560 -10%
AIG
66
American International Group
New York
$173K -$12.2K -303 -7%
Bank of America
67
Bank of America
North Carolina
$131K -$125K -3,096 -49%
Legal & General Group
68
Legal & General Group
United Kingdom
$129K – – –
UBS Group
69
UBS Group
Switzerland
$111K -$1.92K -48 -2%
Lazard Asset Management
70
Lazard Asset Management
New York
$80K -$360 -9 -0.4%
Wells Fargo
71
Wells Fargo
California
$79K -$122K -3,018 -61%
CHA
72
Carmichael Hill & Associates
Maryland
$60K +$8K +200 +15%
Barclays
73
Barclays
United Kingdom
$58K -$362K -9,061 -86%
AF
74
Amalgamated Financial
New York
$57K +$57K +1,415 New
AB
75
Amalgamated Bank
New York
$57K +$57K +1,415 New
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3
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