We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

106 hedge funds and large institutions have $307M invested in Hyster-Yale Materials Handling in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

2.09% less ownership

Funds ownership: 59.55%57.46% (-2.1%)

10% less funds holding

Funds holding: 118106 (-12)

21% less capital invested

Capital invested by funds: $388M → $307M (-$81.9M)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

99% less call options, than puts

Call options by funds: $24K | Put options by funds: $1.92M

Holders
106
Holders Change
-12
Holders Change %
-10.17%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
46
Reduced
29
Closed
24
Calls
$24K
Puts
$1.92M
Net Calls
-$1.9M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.8M +$302K +6,911 +0.8%
BlackRock
2
BlackRock
New York
$32.9M +$860K +19,692 +3%
GI
3
GAMCO Investors
Connecticut
$31.4M +$3.28M +75,210 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.7M -$1.04M -23,919 -3%
State Street
5
State Street
Massachusetts
$18.5M +$6.41M +146,869 +48%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.9M +$1.36M +31,100 +12%
Victory Capital Management
7
Victory Capital Management
Texas
$11.4M +$10.4K +239 +0.1%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$10.6M +$154K +3,527 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.88M +$247K +5,658 +3%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$7.87M +$1.54M +35,283 +23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.3M -$4.57M -104,675 -37%
LC
12
Littlejohn & Co
Connecticut
$7.27M -$347K -7,939 -4%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.97M +$2.03M +46,560 +38%
RA
14
Royce & Associates
New York
$5.92M -$4.25M -97,391 -40%
Northern Trust
15
Northern Trust
Illinois
$5.81M -$146K -3,350 -2%
Charles Schwab
16
Charles Schwab
California
$5.72M +$509K +11,652 +9%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$4.24M -$124K -2,836 -3%
Goldman Sachs
18
Goldman Sachs
New York
$3.9M +$2.43M +55,606 +142%
Morgan Stanley
19
Morgan Stanley
New York
$3.8M -$3.15M -72,197 -44%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$3.62M +$3.85M +88,114 New
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$3.37M -$137K -3,130 -4%
WAM
22
Winslow Asset Management
Ohio
$3.28M +$90.4K +2,071 +3%
BCM
23
Bridgeway Capital Management
Texas
$2.65M
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$2.48M
RB
25
Rodgers Brothers
Pennsylvania
$2.35M +$332K +7,600 +15%