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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
BlackRock
1
BlackRock
New York
$598M +$3.83M +40,118 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$416M +$11.6M +121,770 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$291M +$17.8M +186,371 +6%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$141M -$6.15M -64,388 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$125M -$19M -199,463 -13%
State Street
6
State Street
Massachusetts
$118M +$7.37M +77,185 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$104M -$12.3M -129,041 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$95.2M -$4.17M -43,634 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$78.3M -$3.75M -39,322 -4%
Macquarie Group
10
Macquarie Group
Australia
$74.8M +$1.43M +14,943 +2%
PCM
11
Palisade Capital Management
New Jersey
$62.6M -$620K -6,497 -0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$62.1M +$1.45M +15,230 +2%
BTW
13
Boston Trust Walden
Massachusetts
$59.3M +$852K +8,927 +1%
FMI
14
Fiduciary Management Inc
Wisconsin
$58M -$1.3M -13,648 -2%
N
15
Nuveen
North Carolina
$48.5M -$2.12M -22,163 -4%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$47.3M -$15.2M -159,369 -23%
Northern Trust
17
Northern Trust
Illinois
$45.7M +$213K +2,231 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$43.2M -$1.93M -20,189 -4%
Invesco
19
Invesco
Georgia
$39.1M +$10.1M +106,039 +33%
Norges Bank
20
Norges Bank
Norway
$37.6M +$2.92M +30,613 +8%
Charles Schwab
21
Charles Schwab
California
$35.8M +$540K +5,661 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32.8M -$1.77M -18,562 -5%
FCM
23
Frontier Capital Management
Massachusetts
$31.1M +$1.39M +14,589 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$28.1M +$25.4K +266 +0.1%
Ameriprise
25
Ameriprise
Minnesota
$25.8M -$182K -1,908 -0.7%