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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$264K -$5.54K -58 -2%
Brown Advisory
177
Brown Advisory
Maryland
$263K
IP
178
Innovative Portfolios
Indiana
$262K
EGM
179
Engineers Gate Manager
New York
$261K +$274K +2,870 New
CM
180
Capula Management
Cayman Islands
$257K +$269K +2,817 New
FMBTD
181
First Midwest Bank Trust Division
Illinois
$254K -$2.19K -23 -0.8%
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$247K
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$246K -$45K -471 -15%
OLA
184
Oliver Luxxe Assets
New Jersey
$245K +$257K +2,692 New
SG Americas Securities
185
SG Americas Securities
New York
$242K -$282K -2,951 -53%
NIMI
186
Natixis Investment Managers International
France
$230K -$6.59K -69 -3%
SCM
187
Shelton Capital Management
Colorado
$228K -$6.97K -73 -3%
PAMU
188
Pictet Asset Management (UK)
United Kingdom
$226K -$39.7K -416 -14%
SGI
189
Summit Global Investments
Utah
$219K -$191K -2,000 -45%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$217K +$1.91K +20 +0.8%
AA
191
Ancora Advisors
Ohio
$216K -$47.7K -500 -17%
RFC
192
Regions Financial Corp
Alabama
$206K +$216K +2,263 New
Osaic Holdings
193
Osaic Holdings
Arizona
$171K -$668 -7 -0.4%
FMT
194
First Mercantile Trust
Tennessee
$153K -$3.44K -36 -2%
Federated Hermes
195
Federated Hermes
Pennsylvania
$134K -$95 -1 -0.1%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$124K -$420K -4,395 -76%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$105K +$93.7K +982 +568%
GWM
198
Geneos Wealth Management
Colorado
$91K -$2.96K -31 -3%
FGAM
199
Financial Gravity Asset Management
Texas
$91K -$95 -1 Closed
HIA
200
Harbor Investment Advisory
Maryland
$68K