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Hyster-Yale Materials Handling

118 hedge funds and large institutions have $388M invested in Hyster-Yale Materials Handling in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 59.74%59.55% (-0.19%)

8% less funds holding

Funds holding: 128118 (-10)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

31% less capital invested

Capital invested by funds: $565M → $388M (-$177M)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

72% less call options, than puts

Call options by funds: $332K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
36
Reduced
46
Closed
22
Calls
$332K
Puts
$1.18M
Net Calls
-$845K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$45.9M -$424K -6,903 -0.8%
BlackRock
2
BlackRock
New York
$39.3M -$383K -6,223 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.5M -$1.12M -18,160 -2%
GI
4
GAMCO Investors
Connecticut
$34.7M +$8.83M +143,688 +26%
State Street
5
State Street
Massachusetts
$15.2M -$809K -13,155 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$14.2M -$1.12M -18,174 -6%
Victory Capital Management
7
Victory Capital Management
Texas
$13.9M +$4.06M +66,047 +31%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$13M -$61 -1 -0%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$12.8M -$379K -6,162 -2%
RA
10
Royce & Associates
New York
$12.1M +$2.46M +40,012 +20%
RCMNY
11
Rubric Capital Management (New York)
New York
$11.1M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.35M +$197K +3,204 +2%
LC
13
Littlejohn & Co
Connecticut
$9.29M +$3.58M +58,236 +46%
Morgan Stanley
14
Morgan Stanley
New York
$8.27M +$6.32M +102,861 +167%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$7.85M +$3.3M +53,689 +52%
Northern Trust
16
Northern Trust
Illinois
$7.27M -$317K -5,159 -3%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$6.57M -$10.2M -165,651 -56%
Charles Schwab
18
Charles Schwab
California
$6.41M +$14.3K +232 +0.2%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$6.19M +$1.71M +27,870 +29%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$5.32M -$2.2M -35,801 -25%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$4.28M -$44.1K -718 -0.8%
WAM
22
Winslow Asset Management
Ohio
$3.91M -$120K -1,949 -2%
BCM
23
Bridgeway Capital Management
Texas
$3.25M
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$3.04M
Renaissance Technologies
25
Renaissance Technologies
New York
$2.75M +$572K +9,300 +20%