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IES Holdings
IESC

Overview Fund Activity

195 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+37
Holders Change %
+23.42%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
54
Increased
68
Reduced
59
Closed
15
Calls
$15.3M
Puts
$3.16M
Net Calls
+$12.1M
Net Calls Change
+$5.89M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$197M
2
Franklin Resources
Franklin Resources
California
$12.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$77.3M
5
PCM
Portolan Capital Management
Massachusetts
$9.68M

Top Sellers

1
GJL
Gendell Jeffrey L
$1.53B
2
Morgan Stanley
Morgan Stanley
New York
$15.6M
3
AC
AltraVue Capital
Washington
$37.6M
4
Invesco
Invesco
Georgia
$1.56M
5
RA
Royce & Associates
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
126
Schonfeld Strategic Advisors
New York
$405K +$405K +2,910 New
AIC
127
Aurora Investment Counsel
Georgia
$399K -$2.56M -18,377 -87%
CG
128
Cynosure Group
Utah
$392K -$31.1K -223 -7%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$390K +$2.79K +20 +0.7%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$370K +$42.3K +303 +13%
GCP
131
GSA Capital Partners
United Kingdom
$358K -$247K -1,771 -41%
MWM
132
Moran Wealth Management
Florida
$356K +$18.8K +135 +6%
ASRS
133
Arizona State Retirement System
Arizona
$355K +$45.1K +324 +15%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$348K +$348K +2,500 New
ACM
135
Andina Capital Management
Utah
$334K -$286K -2,051 -46%
DC
136
Diametric Capital
Massachusetts
$327K +$327K +2,349 New
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$323K +$323K +2,320 New
WC
138
Wexford Capital
Florida
$313K -$13.9K -100 -4%
PCM
139
Prelude Capital Management
New York
$300K +$300K +2,156 New
Verition Fund Management
140
Verition Fund Management
Connecticut
$290K -$944K -6,776 -76%
VI
141
Vestcor Inc
New Brunswick, Canada
$285K +$206K +1,478 +260%
1SB
142
1ST Source Bank
Indiana
$279K – – –
NI
143
NDVR Inc
Massachusetts
$279K -$19.6K -141 -7%
SRL
144
Scientech Research LLC
New Jersey
$248K +$248K +1,780 New
NA
145
NewEdge Advisors
Louisiana
$245K -$401K -2,877 -62%
EWA
146
Exencial Wealth Advisors
Oklahoma
$245K -$452K -3,243 -65%
Mariner
147
Mariner
Kansas
$234K +$234K +1,683 New
EDRIA
148
Edmonds Duncan Registered Investment Advisors
Kansas
$216K +$216K +1,552 New
FIM
149
Freedom Investment Management
Connecticut
$213K +$213K +1,531 New
MWM
150
Modera Wealth Management
New Jersey
$209K -$2.18M -15,638 -91%
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