We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

139 hedge funds and large institutions have $424M invested in Hyster-Yale Materials Handling in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,460% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $112K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

7% more funds holding

Funds holding: 130139 (+9)

2% less capital invested

Capital invested by funds: $433M → $424M (-$8.92M)

8.11% less ownership

Funds ownership: 64.9%56.79% (-8.1%)

23% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 53

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
41
Reduced
53
Closed
13
Calls
$1.75M
Puts
$112K
Net Calls
+$1.64M
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$57.8M -$1.2M -23,491 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.1M +$3.35M +65,517 +8%
BlackRock
3
BlackRock
New York
$44.3M -$2.83M -55,353 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.5M -$2.69M -52,558 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$20.5M -$165K -3,231 -0.9%
State Street
6
State Street
Massachusetts
$18M -$1.4M -27,395 -8%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$17M -$972K -19,008 -6%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$12.9M -$26.9K -526 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.5M +$3.94K +77 +0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.9M +$2.36M +46,150 +31%
ProShare Advisors
11
ProShare Advisors
Maryland
$8.73M +$7.77M +151,906 +3,385%
V
12
ValueWorks
New York
$6.74M +$48.6K +950 +0.8%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$6.28M -$198K -3,869 -3%
Northern Trust
14
Northern Trust
Illinois
$6.16M +$331K +6,480 +6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$5.99M +$1.76M +34,343 +47%
Goldman Sachs
16
Goldman Sachs
New York
$5.6M -$611K -11,941 -11%
Morgan Stanley
17
Morgan Stanley
New York
$5.58M +$43.2K +844 +0.9%
Federated Hermes
18
Federated Hermes
Pennsylvania
$5.38M +$4.91M +96,045 +41,045%
Invesco
19
Invesco
Georgia
$4.66M +$495K +9,670 +13%
Charles Schwab
20
Charles Schwab
California
$4.42M +$58.3K +1,139 +1%
PI
21
Putnam Investments
Massachusetts
$4.06M +$3.72M +72,728 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$3.66M +$495K +9,667 +17%
HAIM
23
Hunter Associates Investment Management
Pennsylvania
$3.59M -$294K -5,750 -8%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$3.27M
GF
25
Gabelli Funds
New York
$3.12M -$10.2K -200 -0.4%