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Hyster-Yale Materials Handling

138 hedge funds and large institutions have $355M invested in Hyster-Yale Materials Handling in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $624K | Put options by funds: $71K

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

2.58% more ownership

Funds ownership: 56.79%59.37% (+2.6%)

1% less funds holding

Funds holding: 139138 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

16% less capital invested

Capital invested by funds: $424M → $355M (-$69.2M)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
47
Closed
17
Calls
$624K
Puts
$71K
Net Calls
+$553K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$46.1M -$44K -950 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.2M +$590K +12,747 +1%
BlackRock
3
BlackRock
New York
$35.6M +$258K +5,568 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$26.3M +$10.3M +222,340 +61%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.1M -$483K -10,444 -2%
State Street
6
State Street
Massachusetts
$14.3M -$41K -886 -0.3%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$10.8M -$2.89M -62,492 -21%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$10.2M -$162K -3,491 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.6M +$463K +9,999 +5%
V
10
ValueWorks
New York
$9.4M +$4.18M +90,355 +75%
Millennium Management
11
Millennium Management
New York
$8.86M +$7.56M +163,389 +461%
ProShare Advisors
12
ProShare Advisors
Maryland
$7.99M +$1.06M +22,917 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.32M -$3.51M -75,937 -39%
Northern Trust
14
Northern Trust
Illinois
$5.02M +$105K +2,266 +2%
Morgan Stanley
15
Morgan Stanley
New York
$4.81M +$367K +7,935 +8%
Goldman Sachs
16
Goldman Sachs
New York
$4.66M +$192K +4,157 +4%
Federated Hermes
17
Federated Hermes
Pennsylvania
$4.23M -$69.4K -1,499 -2%
Charles Schwab
18
Charles Schwab
California
$3.69M +$165K +3,555 +4%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$3.46M -$1.37M -29,679 -28%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$3.45M +$543K +11,735 +18%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$3.37M +$788K +17,022 +29%
Prudential Financial
22
Prudential Financial
New Jersey
$3.3M +$876K +18,930 +34%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.99M +$1.2M +25,901 +63%
HAIM
24
Hunter Associates Investment Management
Pennsylvania
$2.84M -$27.8K -600 -0.9%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.55M +$1.48M +31,968 +126%