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Applied Industrial Technologies

243 hedge funds and large institutions have $3.23B invested in Applied Industrial Technologies in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 241243 (+2)

1% less capital invested

Capital invested by funds: $3.27B → $3.23B (-$43.1M)

1.54% less ownership

Funds ownership: 92.6%91.06% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
70
Reduced
93
Closed
25
Calls
$565K
Puts
Net Calls
+$565K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$454K +$476K +4,985 New
PA
152
Profund Advisors
Maryland
$447K +$19.7K +206 +4%
ZB
153
Zions Bancorporation
Utah
$440K +$62.2K +652 +16%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$434K -$28.5K -299 -6%
KCM
155
Kanawha Capital Management
Virginia
$432K
SSWM
156
Sheets Smith Wealth Management
North Carolina
$428K
PFO
157
Pathstone Family Office
New Jersey
$428K +$449K +4,700 New
IA
158
IndexIQ Advisors
New York
$404K +$6.11K +64 +1%
EIM
159
Essex Investment Management
Massachusetts
$399K -$7.54K -79 -2%
AQR Capital Management
160
AQR Capital Management
Connecticut
$395K +$414K +4,333 New
DCM
161
Delta Capital Management
New Jersey
$381K
GAM
162
Gotham Asset Management
New York
$364K -$99.7K -1,044 -21%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$361K +$379K +3,969 New
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$350K -$209K -2,186 -36%
HC
165
Henshaw Capital
Massachusetts
$348K
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$347K -$95 -1 -0%
MYIA
167
Mount Yale Investment Advisors
Colorado
$326K +$4.39K +46 +1%
ZCA
168
Zeke Capital Advisors
Pennsylvania
$319K
CGH
169
Crossmark Global Holdings
Texas
$290K +$955 +10 +0.3%
PAM
170
Premier Asset Management
Illinois
$287K +$65.4K +685 +28%
CMBA
171
C.M. Bidwell & Associates
Hawaii
$286K +$40.7K +426 +16%
AIP
172
Ameritas Investment Partners
Nebraska
$277K -$18.5K -194 -6%
CG
173
Caprock Group
Idaho
$266K
IFS
174
Ifrah Financial Services
Arkansas
$265K -$7.54K -79 -3%
FCBT
175
First Citizens Bank & Trust
North Carolina
$265K +$23K +241 +9%