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IES Holdings
IESC

Overview Fund Activity

116 hedge funds and large institutions have $1.17B invested in IES Holdings in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 2 closing their positions.

Holders
116
Holders Change
+15
Holders Change %
+14.85%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
49
Reduced
30
Closed
2
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$248K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.11M
3
AR
3
Advisory Research
Illinois
$3.05M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.6M
5
EI
5
EAM Investors
California
$2.51M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$803K
3
AC
3
AltraVue Capital
Washington
$33M
4
QC
4
Quadrature Capital
United Kingdom
$977K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$660K 10,024 +3,071 +44%
GCP
52
GSA Capital Partners
United Kingdom
$638K 9,686 +2,557 +36%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$605K 9,191 -4,115 -31%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$589K 8,941 -882 -9%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$586K 8,900 +3,075 +53%
Teacher Retirement System of Texas
56
Teacher Retirement System of Texas
Texas
$577K 8,764 +4,344 +98%
SO
57
STRS Ohio
Ohio
$573K 8,700 -2,500 -22%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$562K 8,538 +3,435 +67%
CAN
59
Cetera Advisor Networks
California
$560K 8,500 – –
NYLIM
60
New York Life Investment Management
New York
$543K 8,250 -1,314 -14%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$494K 7,503 – –
Legal & General Group
62
Legal & General Group
United Kingdom
$490K 7,435 +1,238 +20%
OQS
63
Occudo Quantitative Strategies
Florida
$476K 7,219 +1,704 +31%
BCM
64
Bourgeon Capital Management
Connecticut
$475K 7,218 – –
CSS
65
Cubist Systematic Strategies
Connecticut
$426K 6,473 +1,819 +39%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$423K 6,429 +2,753 +75%
AC
67
Aldebaran Capital
Indiana
$386K 5,856 – –
UBS Group
68
UBS Group
Switzerland
$380K 5,773 -1,703 -23%
EWA
69
Exencial Wealth Advisors
Oklahoma
$362K 5,500 -1,500 -21%
NA
70
NewEdge Advisors
Louisiana
$357K 5,417 +5,417 New
YMRC
71
Yorktown Management & Research Company
Virginia
$356K 5,400 +5,400 New
SEI Investments
72
SEI Investments
Pennsylvania
$351K 5,331 +5,331 New
WC
73
Wexford Capital
Florida
$349K 5,300 -600 -10%
Corient Private Wealth
74
Corient Private Wealth
Florida
$338K 5,131 – –
DFCM
75
Dark Forest Capital Management
Puerto Rico
$334K 5,077 +5,077 New
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