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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$492M 11,410,152 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$43.1M 999,209 +61,457 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.1M 698,454 -2,964 -0.4%
BlackRock
4
BlackRock
New York
$24.6M 571,350 -21,045 -4%
AC
5
AltraVue Capital
Washington
$22M 510,541 -820 -0.2%
RA
6
Royce & Associates
New York
$20M 465,173 -16,800 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$18.5M 428,445 -383 -0.1%
State Street
8
State Street
Massachusetts
$8.28M 192,067 +9,466 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.69M 178,365 +3,783 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.61M 176,532 +400 +0.2%
KCM
11
Kennedy Capital Management
Missouri
$5.13M 118,985 -8,999 -7%
Morgan Stanley
12
Morgan Stanley
New York
$4.96M 115,005 -1,993 -2%
Millennium Management
13
Millennium Management
New York
$4.64M 107,743 +31,759 +42%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$4.57M 106,100 – –
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$3.97M 92,211 – –
Northern Trust
16
Northern Trust
Illinois
$3.86M 89,686 -246 -0.3%
Charles Schwab
17
Charles Schwab
California
$3.43M 79,579 -1,659 -2%
CBC
18
Coombe, Bender & Co
New York
$3.05M 70,674 +2,396 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$2.63M 60,994 +9,939 +19%
SOW
20
State of Wyoming
Wyoming
$2.58M 59,948 -9,447 -14%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$1.85M 42,920 +9,981 +30%
JCP
22
JB Capital Partners
New York
$1.8M 41,845 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M 32,450 -762 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.3M 30,160 -19,631 -39%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$1.12M 25,952 -2,780 -10%
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