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IES Holdings
IESC

Overview Fund Activity

101 hedge funds and large institutions have $994M invested in IES Holdings in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
31
Reduced
36
Closed
9
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

1
LCM
1
Legato Capital Management
California
$5.43M
2
Wells Fargo
2
Wells Fargo
California
$4.18M
3
Invesco
3
Invesco
Georgia
$3.83M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$3.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.59M

Top Sellers

1
RA
1
Royce & Associates
New York
$23.7M
2
KCM
2
Kennedy Capital Management
Missouri
$4.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$483K 8,500 – –
Assenagon Asset Management
52
Assenagon Asset Management
Luxembourg
$427K 7,503 +7,503 New
UBS Group
53
UBS Group
Switzerland
$425K 7,476 +2,274 +44%
BCM
54
Bourgeon Capital Management
Connecticut
$411K 7,218 – –
GCP
55
GSA Capital Partners
United Kingdom
$405K 7,129 -99 -1%
EWA
56
Exencial Wealth Advisors
Oklahoma
$398K 7,000 – –
Bank of America
57
Bank of America
North Carolina
$395K 6,953 +174 +3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$366K 6,431 +1,490 +30%
Legal & General Group
59
Legal & General Group
United Kingdom
$352K 6,197 +2,488 +67%
Walleye Capital
60
Walleye Capital
New York
$336K 5,911 -1,235 -17%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$336K 5,900 -2,115 -26%
WC
62
Wexford Capital
Florida
$336K 5,900 -700 -11%
AC
63
Aldebaran Capital
Indiana
$333K 5,856 – –
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$331K 5,825 +5,825 New
JF
65
Jump Financial
Illinois
$329K 5,791 +391 +7%
OQS
66
Occudo Quantitative Strategies
Florida
$314K 5,515 +5,515 New
Corient Private Wealth
67
Corient Private Wealth
Florida
$292K 5,131 -10,709 -68%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$290K 5,103 +361 +8%
MIM
69
MetLife Investment Management
New Jersey
$266K 4,681 +425 +10%
CSS
70
Cubist Systematic Strategies
Connecticut
$265K 4,654 +4,654 New
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$251K 4,420 +4,420 New
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$242K 4,256 -4,020 -49%
B
73
Bailard
California
$233K 4,100 -900 -18%
XT
74
XTX Topco
Cayman Islands
$232K 4,080 +4,080 New
Franklin Resources
75
Franklin Resources
California
$231K 4,069 +4,069 New
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3
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