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IES Holdings
IESC

Overview Fund Activity

238 hedge funds and large institutions have $3.69B invested in IES Holdings in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 26 closing their positions.

Holders
238
Holders Change
+43
Holders Change %
+22.05%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
70
Increased
68
Reduced
71
Closed
26
Calls
$24.9M
Puts
$8.22M
Net Calls
+$16.7M
Net Calls Change
+$4.55M

Top Buyers

1
Invesco
1
Invesco
Georgia
$31.4M
2
Franklin Resources
2
Franklin Resources
California
$35.4M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$23.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$295M
5
FMI
5
F/M Investments
District of Columbia
$10.9M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$2.14B
2
Wells Fargo
2
Wells Fargo
California
$2.54M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$136M
4
PCM
4
Portolan Capital Management
Massachusetts
$7.86M
5
SI
5
Stephens Inc
Arkansas
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$2.14B 10,735,152 -250,000 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$295M 1,476,238 +65,145 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$136M 678,955 -42,134 -6%
BlackRock
4
BlackRock
New York
$131M 658,118 +44,118 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M 542,406 -12,244 -2%
RA
6
Royce & Associates
New York
$58.8M 294,808 +38,783 +15%
AC
7
AltraVue Capital
Washington
$53.6M 268,569 -1,120 -0.4%
State Street
8
State Street
Massachusetts
$41.9M 209,943 +6,492 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41.8M 209,146 +623 +0.3%
Renaissance Technologies
10
Renaissance Technologies
New York
$35.7M 178,732 -7,800 -4%
Franklin Resources
11
Franklin Resources
California
$35.4M 155,426 +68,750 +79%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$32.9M 164,961 +7,994 +5%
Invesco
13
Invesco
Georgia
$31.4M 157,350 +146,123 +1,302%
OAM
14
Ophir Asset Management
Australia
$30.1M 150,711 +28,516 +23%
Morgan Stanley
15
Morgan Stanley
New York
$24.6M 122,992 +11,099 +10%
SPPAM
16
Summit Partners Public Asset Management
Massachusetts
$23.8M 119,438 +74,438 +165%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$16.9M 84,779 -4,551 -5%
Northern Trust
18
Northern Trust
Illinois
$16.7M 83,719 +734 +0.9%
Goldman Sachs
19
Goldman Sachs
New York
$15.8M 78,965 -8,104 -9%
HAI
20
Hennessy Advisors Inc
California
$15.4M 77,300 +8,700 +13%
Charles Schwab
21
Charles Schwab
California
$15.3M 76,739 +1,158 +2%
Capital International Investors
22
Capital International Investors
California
$12.6M 63,289 – –
American Century Companies
23
American Century Companies
Missouri
$11.2M 56,004 +837 +2%
FMI
24
F/M Investments
District of Columbia
$10.9M 54,536 +54,536 New
LCM
25
Legato Capital Management
California
$10.8M 54,159 – –
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