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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 %
GJL
1
Gendell Jeffrey L
$752M 11,410,152 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$72.9M 1,106,623 +121,978 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.5M 721,152 +13,253 +2%
BlackRock
4
BlackRock
New York
$37.7M 572,402 +7,452 +1%
AC
5
AltraVue Capital
Washington
$33M 501,560 -14,081 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$28.7M 436,085 +6,517 +2%
RA
7
Royce & Associates
New York
$27.3M 414,213 -3,100 -0.7%
State Street
8
State Street
Massachusetts
$12.6M 191,661 +960 +0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$12M 181,732 -866 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.4M 172,746 +4,478 +3%
Millennium Management
11
Millennium Management
New York
$9.08M 137,864 +12,468 +10%
Morgan Stanley
12
Morgan Stanley
New York
$8.51M 129,137 +7,726 +6%
LCM
13
Legato Capital Management
California
$6.29M 95,510 – –
SOW
14
State of Wyoming
Wyoming
$5.99M 90,926 +15,690 +21%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$5.98M 90,795 -19 -0%
Northern Trust
16
Northern Trust
Illinois
$5.98M 90,729 +1,904 +2%
KCM
17
Kennedy Capital Management
Missouri
$5.42M 82,226 -672 -0.8%
Charles Schwab
18
Charles Schwab
California
$5.12M 77,780 +169 +0.2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$4.8M 72,855 +6,853 +10%
Wells Fargo
20
Wells Fargo
California
$4.72M 71,639 -1,783 -2%
Invesco
21
Invesco
Georgia
$4.11M 62,382 -4,874 -7%
Goldman Sachs
22
Goldman Sachs
New York
$4.11M 62,368 +36,333 +140%
CBC
23
Coombe, Bender & Co
New York
$4.02M 60,964 -6,610 -10%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$3.14M 47,626 +9,344 +24%
AR
25
Advisory Research
Illinois
$3.05M 46,341 +32,609 +237%
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