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Hyster-Yale Materials Handling

118 hedge funds and large institutions have $450M invested in Hyster-Yale Materials Handling in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $408M → $450M (+$42.6M)

1.42% more ownership

Funds ownership: 58.24%59.66% (+1.4%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

6% less funds holding

Funds holding: 126118 (-8)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

78% less call options, than puts

Call options by funds: $466K | Put options by funds: $2.09M

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
41
Reduced
42
Closed
18
Calls
$466K
Puts
$2.09M
Net Calls
-$1.63M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59.8M +$363K +6,532 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.9M +$5.4M +97,090 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.7M -$1.4M -25,105 -3%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$36.2M +$2.59M +46,628 +8%
LSV Asset Management
5
LSV Asset Management
Illinois
$20.4M -$995K -17,900 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$16.7M +$31.2K +561 +0.2%
Franklin Resources
7
Franklin Resources
California
$13.2M +$445 +8 +0%
State Street
8
State Street
Massachusetts
$13M +$122K +2,199 +1%
RA
9
Royce & Associates
New York
$12.4M -$1.49M -26,749 -11%
GI
10
GAMCO Investors
Connecticut
$10.7M +$9.88M +177,750 +4,335%
Deutsche Bank
11
Deutsche Bank
Germany
$9.55M +$44K +792 +0.5%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$8.56M -$203K -3,659 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.53M +$572K +10,300 +8%
Northern Trust
14
Northern Trust
Illinois
$8.41M -$185K -3,335 -2%
Charles Schwab
15
Charles Schwab
California
$8.31M +$142K +2,551 +2%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$8.31M +$1.02M +18,392 +15%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.74M -$938K -16,875 -11%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$7.68M +$1.71M +30,747 +31%
Fisher Asset Management
19
Fisher Asset Management
Washington
$7.02M +$1.37M +24,636 +26%
TAM
20
THB Asset Management
Connecticut
$6.93M +$6.53M +117,564 New
Norges Bank
21
Norges Bank
Norway
$6.79M -$1.07M -19,301 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.09M -$1.21M -21,722 -20%
WAM
23
Winslow Asset Management
Ohio
$4.44M -$39.5K -710 -0.9%
Morgan Stanley
24
Morgan Stanley
New York
$4.23M +$2.49M +44,879 +168%
N
25
Nuveen
North Carolina
$3.72M -$400K -7,190 -10%