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IES Holdings
IESC

Overview Fund Activity

256 hedge funds and large institutions have $3.71B invested in IES Holdings in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
256
Holders Change
+18
Holders Change %
+7.56%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
51
Increased
90
Reduced
85
Closed
30
Calls
$46.8M
Puts
$61.7M
Net Calls
-$14.9M
Net Calls Change
-$31.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M
2
BlackRock
2
BlackRock
New York
$148M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$25.2M
4
Invesco
4
Invesco
Georgia
$40.4M
5
Man Group
5
Man Group
United Kingdom
$8.5M

Top Sellers

1
RA
1
Royce & Associates
New York
$35.9M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$2.97M
3
AC
3
AltraVue Capital
Washington
$40.2M
4
Capital International Investors
4
Capital International Investors
California
$0
5
OAM
5
Ophir Asset Management
Australia
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$2.15B 10,717,968 -17,184 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M 1,440,280 -35,958 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$151M 753,331 +210,925 +39%
BlackRock
4
BlackRock
New York
$148M 736,304 +78,186 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$133M 663,935 -15,020 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$49.2M 244,620 +35,474 +17%
State Street
7
State Street
Massachusetts
$40.9M 203,404 -6,539 -3%
Invesco
8
Invesco
Georgia
$40.4M 200,799 +43,449 +28%
AC
9
AltraVue Capital
Washington
$40.2M 199,817 -68,752 -26%
RA
10
Royce & Associates
New York
$35.9M 178,404 -116,404 -39%
Renaissance Technologies
11
Renaissance Technologies
New York
$32.9M 163,532 -15,200 -9%
Franklin Resources
12
Franklin Resources
California
$32.7M 162,561 +7,135 +5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$31.4M 156,080 -8,881 -5%
Morgan Stanley
14
Morgan Stanley
New York
$26.7M 132,659 +9,667 +8%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$25.2M 125,500 +73,271 +140%
Goldman Sachs
16
Goldman Sachs
New York
$21.5M 106,993 +28,028 +35%
OAM
17
Ophir Asset Management
Australia
$18M 89,704 -61,007 -40%
Northern Trust
18
Northern Trust
Illinois
$17M 84,702 +983 +1%
SPPAM
19
Summit Partners Public Asset Management
Massachusetts
$16.8M 83,801 -35,637 -30%
HAI
20
Hennessy Advisors Inc
California
$16.6M 82,600 +5,300 +7%
Charles Schwab
21
Charles Schwab
California
$16.4M 81,457 +4,718 +6%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$15M 74,615 +41,451 +125%
American Century Companies
23
American Century Companies
Missouri
$10.6M 52,733 -3,271 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$10.2M 50,731 +10,193 +25%
LPL Financial
25
LPL Financial
California
$9.33M 46,426 +39,678 +588%
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