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Applied Industrial Technologies
AIT

Overview Fund Activity

379 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
135
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$251M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.8M
3
Capital World Investors
3
Capital World Investors
California
$31.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.2M
5
Charles Schwab
5
Charles Schwab
California
$84.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$92.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$85.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
FMI
4
Fiduciary Management Inc
Wisconsin
$77.8M
5
BlackRock
5
BlackRock
New York
$953M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$386K +$17K +110 +5%
SWM
252
Sendero Wealth Management
Texas
$382K -$38.2K -247 -9%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$382K -$1.39K -9 -0.4%
PRC
254
Pearl River Capital
Michigan
$381K – – –
NA
255
NewEdge Advisors
Louisiana
$379K -$14.8K -96 -4%
TI
256
Tidal Investments
Wisconsin
$373K +$373K +2,413 New
LTAS
257
Linden Thomas Advisory Services
North Carolina
$371K +$76.1K +492 +26%
EIM
258
Essex Investment Management
Massachusetts
$368K -$6.65K -43 -2%
AA
259
Ancora Advisors
Ohio
$367K – – –
FIM
260
Freedom Investment Management
Connecticut
$367K -$34.8K -225 -9%
Lazard Asset Management
261
Lazard Asset Management
New York
$360K -$1.74M -11,321 -83%
X
262
Xponance
Pennsylvania
$354K +$1.86K +12 +0.5%
Brown Advisory
263
Brown Advisory
Maryland
$348K – – –
KeyBank National Association
264
KeyBank National Association
Ohio
$345K +$2.94K +19 +0.9%
MYIA
265
Mount Yale Investment Advisors
Colorado
$344K +$35.4K +229 +11%
MLICM
266
Metropolitan Life Insurance Company (MetLife)
New York
$343K +$19.2K +124 +6%
CIM
267
Contravisory Investment Management
Massachusetts
$343K +$3.71K +24 +1%
MHI
268
Miller Howard Investments
New York
$342K -$618 -4 -0.2%
APG Asset Management
269
APG Asset Management
Netherlands
$340K +$340K +2,200 New
XT
270
XTX Topco
Cayman Islands
$336K +$55.8K +361 +20%
PA
271
Profund Advisors
Maryland
$336K -$16.5K -107 -5%
HIS
272
Horizon Investment Services
Indiana
$336K +$95.5K +618 +40%
FRM
273
Fox Run Management
Connecticut
$336K +$336K +2,172 New
FP
274
Foundry Partners
Minnesota
$331K +$63.2K +409 +24%
Jane Street
275
Jane Street
New York
$329K -$562K -3,637 -63%
9 10
11
12 13