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Applied Industrial Technologies

249 hedge funds and large institutions have $3.65B invested in Applied Industrial Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.21B → $3.65B (+$443M)

0.54% more ownership

Funds ownership: 92.41%92.95% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 252249 (-3)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

39% less call options, than puts

Call options by funds: $903K | Put options by funds: $1.48M

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
72
Reduced
90
Closed
31
Calls
$903K
Puts
$1.48M
Net Calls
-$576K
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$672M +$12.5M +124,419 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M +$4.61M +46,095 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$280M -$28.7M -286,689 -10%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$158M +$726K +7,253 +0.5%
Victory Capital Management
5
Victory Capital Management
Texas
$152M -$1.37M -13,662 -0.9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$144M +$4.19M +41,886 +3%
State Street
7
State Street
Massachusetts
$135M +$2.3M +23,027 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$118M +$94.2M +941,429 +463%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$107M -$1.58M -15,811 -1%
Macquarie Group
10
Macquarie Group
Australia
$85M +$1.41M +14,049 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$78.6M -$1.01M -10,045 -1%
PCM
12
Palisade Capital Management
New Jersey
$77.5M +$573K +5,723 +0.8%
BTW
13
Boston Trust Walden
Massachusetts
$74.3M +$6.82M +68,132 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$69.3M +$1.22M +12,225 +2%
FMI
15
Fiduciary Management Inc
Wisconsin
$64.7M -$2.11M -21,116 -3%
N
16
Nuveen
North Carolina
$56.6M +$2.5M +24,996 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$51M +$2.17M +21,654 +5%
Northern Trust
18
Northern Trust
Illinois
$48.5M -$1.14M -11,420 -2%
Charles Schwab
19
Charles Schwab
California
$41.3M +$400K +4,001 +1%
Norges Bank
20
Norges Bank
Norway
$40.6M -$1.58M -15,760 -4%
RA
21
Royce & Associates
New York
$37M +$1.86M +18,542 +5%
Invesco
22
Invesco
Georgia
$36.2M -$9.28M -92,718 -21%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$36.1M +$22.6K +226 +0.1%
FCM
24
Frontier Capital Management
Massachusetts
$35.7M -$324K -3,236 -0.9%
Ameriprise
25
Ameriprise
Minnesota
$34.3M +$4.97M +49,674 +17%