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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$459M 11,410,152 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.1M 1,021,360 +233,746 +30%
BlackRock
3
BlackRock
New York
$29.1M 723,327 +20,877 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.9M 643,681 -3,624 -0.6%
RA
5
Royce & Associates
New York
$21.5M 534,668 -74,731 -12%
AC
6
AltraVue Capital
Washington
$19.2M 477,731 -990 -0.2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$17.5M 434,900 -1,497 -0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.58M 213,532 -10,500 -5%
State Street
9
State Street
Massachusetts
$7.09M 176,471 +5,413 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.83M 170,002 +2,004 +1%
CRC
11
Catawba River Capital
South Carolina
$6.66M 165,776 -3,965 -2%
LCM
12
Legato Capital Management
California
$4.16M 103,435 – –
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$3.99M 99,184 +8 +0%
KCM
14
Kennedy Capital Management
Missouri
$3.8M 94,472 +11,828 +14%
Northern Trust
15
Northern Trust
Illinois
$3.65M 90,794 -3,393 -4%
Charles Schwab
16
Charles Schwab
California
$3.42M 85,052 -2,631 -3%
ACA
17
Apis Capital Advisors
New York
$3.14M 78,000 +16,000 +26%
Morgan Stanley
18
Morgan Stanley
New York
$2.94M 73,013 -1,619 -2%
Victory Capital Management
19
Victory Capital Management
Texas
$2.09M 55,054 -738 -1%
EVM
20
Eaton Vance Management
Massachusetts
$2.01M 50,026 +26 +0.1%
BCC
21
Bridge City Capital
Oregon
$1.89M 46,938 -237 -0.5%
MPAM
22
Monarch Partners Asset Management
Massachusetts
$1.83M 45,576 – –
JCP
23
JB Capital Partners
New York
$1.68M 41,845 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.63M 40,499 +441 +1%
OCA
25
Otter Creek Advisors
Florida
$1.55M 38,536 -24,625 -39%
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