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IES Holdings
IESC

Overview Fund Activity

90 hedge funds and large institutions have $740M invested in IES Holdings in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
24
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.1M
2
Millennium Management
2
Millennium Management
New York
$4.64M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.09M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$458K
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.85M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.6M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$1.3M
3
RA
3
Royce & Associates
New York
$20M
4
Invesco
4
Invesco
Georgia
$625K
5
CAN
5
Cetera Advisor Networks
California
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Parsec Financial Management
North Carolina
$312K – – –
BCM
52
Bourgeon Capital Management
Connecticut
$311K – – –
GCP
53
GSA Capital Partners
United Kingdom
$311K +$311K +7,228 New
Walleye Capital
54
Walleye Capital
New York
$308K +$308K +7,146 New
EWA
55
Exencial Wealth Advisors
Oklahoma
$302K -$43.1K -1,000 -13%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$300K +$36.4K +844 +14%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$293K +$68.3K +1,584 +30%
Bank of America
58
Bank of America
North Carolina
$292K -$136K -3,150 -32%
WC
59
Wexford Capital
Florida
$284K -$43.1K -1,000 -13%
Two Sigma Investments
60
Two Sigma Investments
New York
$266K +$10.4K +241 +4%
ECM
61
ExodusPoint Capital Management
New York
$258K -$234K -5,433 -48%
AC
62
Aldebaran Capital
Indiana
$252K -$10.8K -250 -4%
JF
63
Jump Financial
Illinois
$233K +$233K +5,400 New
Deutsche Bank
64
Deutsche Bank
Germany
$231K +$70.2K +1,628 +44%
UBS Group
65
UBS Group
Switzerland
$224K +$28.7K +665 +15%
B
66
Bailard
California
$215K +$215K +5,000 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$213K +$213K +4,941 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$204K +$204K +4,742 New
Barclays
69
Barclays
United Kingdom
$187K +$85.5K +1,978 +84%
MIM
70
MetLife Investment Management
New Jersey
$183K -$38.8K -901 -17%
AIG
71
American International Group
New York
$178K +$474 +11 +0.3%
Legal & General Group
72
Legal & General Group
United Kingdom
$160K +$6.64K +154 +4%
SG Americas Securities
73
SG Americas Securities
New York
$159K +$159K +3,679 New
Lazard Asset Management
74
Lazard Asset Management
New York
$157K +$1.33K +31 +0.9%
Victory Capital Management
75
Victory Capital Management
Texas
$123K – – –
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3
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