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Hyster-Yale Materials Handling

108 hedge funds and large institutions have $303M invested in Hyster-Yale Materials Handling in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 59.66%58.92% (-0.73%)

8% less funds holding

Funds holding: 118108 (-10)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

33% less capital invested

Capital invested by funds: $450M → $303M (-$148M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

62% less call options, than puts

Call options by funds: $241K | Put options by funds: $633K

Holders
108
Holders Change
-10
Holders Change %
-8.47%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
33
Reduced
41
Closed
21
Calls
$241K
Puts
$633K
Net Calls
-$392K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.4M +$934K +18,530 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.3M +$828K +16,431 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.9M -$1.56M -30,980 -4%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$23.8M -$1.07M -21,193 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$11.7M +$420K +8,339 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$10.2M -$4.64M -91,992 -27%
State Street
7
State Street
Massachusetts
$9.48M +$829K +16,444 +7%
GI
8
GAMCO Investors
Connecticut
$9.05M +$2.22M +44,008 +24%
Franklin Resources
9
Franklin Resources
California
$8.97M -$3.48K -69 -0%
RA
10
Royce & Associates
New York
$8M -$575K -11,400 -5%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$6.96M +$1.67M +33,104 +24%
TAM
12
THB Asset Management
Connecticut
$6.67M +$2.46M +48,736 +41%
Charles Schwab
13
Charles Schwab
California
$6.28M +$795K +15,780 +11%
Deutsche Bank
14
Deutsche Bank
Germany
$6.26M -$292K -5,789 -4%
Norges Bank
15
Norges Bank
Norway
$5.95M +$1.68M +33,320 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.88M +$95.8K +1,900 +1%
Northern Trust
17
Northern Trust
Illinois
$5.73M +$14.2K +281 +0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.61M +$440K +8,723 +7%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$5.4M +$220K +4,357 +3%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$5.13M -$872K -17,301 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.38M -$96.7K -1,918 -2%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$3.14M +$3.94M +78,254 New
Morgan Stanley
23
Morgan Stanley
New York
$3.06M +$233K +4,628 +6%
WAM
24
Winslow Asset Management
Ohio
$2.94M -$99.7K -1,978 -3%
Millennium Management
25
Millennium Management
New York
$2.49M +$3.14M +62,203 New