IESC icon

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 %
GJL
1
Gendell Jeffrey L
$649M 11,410,152 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56M 984,645 -14,564 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.3M 707,899 +9,445 +1%
BlackRock
4
BlackRock
New York
$32.1M 564,950 -6,400 -1%
AC
5
AltraVue Capital
Washington
$29.3M 515,641 +5,100 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$24.4M 429,568 +1,123 +0.3%
RA
7
Royce & Associates
New York
$23.7M 417,313 -47,860 -10%
State Street
8
State Street
Massachusetts
$10.8M 190,701 -1,366 -0.7%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.4M 182,598 +6,066 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.57M 168,268 -10,097 -6%
Millennium Management
11
Millennium Management
New York
$7.13M 125,396 +17,653 +16%
Morgan Stanley
12
Morgan Stanley
New York
$6.91M 121,411 +6,406 +6%
LCM
13
Legato Capital Management
California
$5.43M 95,510 +95,510 New
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$5.17M 90,814 -1,397 -2%
Northern Trust
15
Northern Trust
Illinois
$5.05M 88,825 -861 -1%
KCM
16
Kennedy Capital Management
Missouri
$4.72M 82,898 -36,087 -30%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$4.62M 81,300 -24,800 -23%
Charles Schwab
18
Charles Schwab
California
$4.41M 77,611 -1,968 -2%
SOW
19
State of Wyoming
Wyoming
$4.28M 75,236 +15,288 +26%
Wells Fargo
20
Wells Fargo
California
$4.18M 73,422 +71,814 +4,466%
CBC
21
Coombe, Bender & Co
New York
$3.84M 67,574 -3,100 -4%
Invesco
22
Invesco
Georgia
$3.83M 67,256 +52,757 +364%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$3.75M 66,002 +40,695 +161%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.59M 45,616 +38,821 +571%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$2.42M 42,572 -348 -0.8%
1
2 3 4 5