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Hyster-Yale Materials Handling

164 hedge funds and large institutions have $521M invested in Hyster-Yale Materials Handling in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,154% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $56K

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

47% more capital invested

Capital invested by funds: $355M → $521M (+$165M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

19% more funds holding

Funds holding: 138164 (+26)

1.64% more ownership

Funds ownership: 59.37%61.01% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
164
Holders Change
+26
Holders Change %
+18.84%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
60
Reduced
50
Closed
7
Calls
$1.26M
Puts
$56K
Net Calls
+$1.21M
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$68.4M +$7.33M +153,950 +16%
GI
2
GAMCO Investors
Connecticut
$64M -$229K -4,805 -0.5%
BlackRock
3
BlackRock
New York
$53.8M +$3.16M +66,420 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.2M -$711K -14,928 -3%
Morgan Stanley
5
Morgan Stanley
New York
$22.4M +$12M +252,782 +234%
State Street
6
State Street
Massachusetts
$16.4M -$2.72M -57,181 -18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.5M +$824K +17,296 +8%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$13.8M -$943K -19,795 -8%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$13.7M -$343K -7,201 -3%
V
10
ValueWorks
New York
$13M -$71.4K -1,500 -0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$12.4M -$18.6M -389,928 -66%
ProShare Advisors
12
ProShare Advisors
Maryland
$9.84M -$1M -21,093 -12%
Federated Hermes
13
Federated Hermes
Pennsylvania
$8.18M +$1.75M +36,758 +39%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$7.76M +$2.75M +57,758 +86%
Northern Trust
15
Northern Trust
Illinois
$7.03M +$20.1K +421 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.9M -$394K -8,277 -7%
Goldman Sachs
17
Goldman Sachs
New York
$6.88M +$288K +6,056 +6%
Millennium Management
18
Millennium Management
New York
$6.2M -$4.72M -99,181 -50%
Invesco
19
Invesco
Georgia
$6.06M +$2.44M +51,142 +111%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$5.74M +$4.39M +92,150 +92,150%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.68M +$669K +14,053 +18%
Charles Schwab
22
Charles Schwab
California
$5.34M +$150K +3,153 +4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$4.73M -$69K -1,448 -2%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$4.7M
Swedbank
25
Swedbank
Sweden
$4.54M +$1.33M +28,000 +62%