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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.

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

Top Sellers

1
GJL
1
Gendell Jeffrey L
$1.53B
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
AC
3
AltraVue Capital
Washington
$37.6M
4
Invesco
4
Invesco
Georgia
$1.56M
5
RA
5
Royce & Associates
New York
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$1.53B 10,985,152 -225,000 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$197M 1,411,093 +101,713 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$100M 721,089 -6,268 -0.9%
BlackRock
4
BlackRock
New York
$85.5M 614,000 -846 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$77.3M 554,650 +75,335 +16%
AC
6
AltraVue Capital
Washington
$37.6M 269,689 -118,207 -30%
RA
7
Royce & Associates
New York
$35.7M 256,025 -57,547 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.1M 208,523 +20,312 +11%
State Street
9
State Street
Massachusetts
$28.3M 203,451 +8,637 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$26M 186,532 +5,100 +3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$21.9M 156,967 +79,759 +103%
OAM
12
Ophir Asset Management
Australia
$17M 122,195 +64,831 +113%
Morgan Stanley
13
Morgan Stanley
New York
$15.6M 111,893 -136,664 -55%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$12.4M 89,330 +9,942 +13%
Goldman Sachs
15
Goldman Sachs
New York
$12.1M 87,069 +19,357 +29%
Franklin Resources
16
Franklin Resources
California
$12.1M 86,676 +82,546 +1,999%
Northern Trust
17
Northern Trust
Illinois
$11.6M 82,985 -1,700 -2%
Wells Fargo
18
Wells Fargo
California
$11M 78,961 +5,361 +7%
Charles Schwab
19
Charles Schwab
California
$10.5M 75,581 -7,111 -9%
KCM
20
Kennedy Capital Management
Missouri
$9.91M 71,154 -4,809 -6%
PCM
21
Portolan Capital Management
Massachusetts
$9.68M 69,455 +69,455 New
SI
22
Stephens Inc
Arkansas
$9.57M 68,691 +68,691 New
HAI
23
Hennessy Advisors Inc
California
$9.56M 68,600 +68,600 New
SOW
24
State of Wyoming
Wyoming
$9M 64,618 -21,066 -25%
Capital International Investors
25
Capital International Investors
California
$8.82M 63,289 +63,289 New
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