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Hyster-Yale Materials Handling
HY

Overview Fund Activity

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.

Holders
164
Holders Change
+26
Holders Change %
+18.84%
% of All Funds
2.41%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.4M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$5.74M
4
BlackRock
4
BlackRock
New York
$53.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$7.76M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.4M
2
Millennium Management
2
Millennium Management
New York
$6.2M
3
State Street
3
State Street
Massachusetts
$16.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.61M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$68.4M 1,099,528 +153,950 +16%
GI
2
GAMCO Investors
Connecticut
$64M 1,028,635 -4,805 -0.5%
BlackRock
3
BlackRock
New York
$53.8M 865,393 +66,420 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.2M 502,261 -14,928 -3%
Morgan Stanley
5
Morgan Stanley
New York
$22.4M 360,720 +252,782 +234%
State Street
6
State Street
Massachusetts
$16.4M 264,500 -57,181 -18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.5M 232,542 +17,296 +8%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$13.8M 221,990 -19,795 -8%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$13.7M 220,655 -7,201 -3%
V
10
ValueWorks
New York
$13M 209,480 -1,500 -0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$12.4M 199,165 -389,928 -66%
ProShare Advisors
12
ProShare Advisors
Maryland
$9.84M 158,217 -21,093 -12%
Federated Hermes
13
Federated Hermes
Pennsylvania
$8.18M 131,538 +36,758 +39%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$7.76M 124,733 +57,758 +86%
Northern Trust
15
Northern Trust
Illinois
$7.03M 112,967 +421 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.9M 111,003 -8,277 -7%
Goldman Sachs
17
Goldman Sachs
New York
$6.88M 110,566 +6,056 +6%
Millennium Management
18
Millennium Management
New York
$6.2M 99,666 -99,181 -50%
Invesco
19
Invesco
Georgia
$6.06M 97,389 +51,142 +111%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$5.74M 92,250 +92,150 +92,150%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.68M 91,372 +14,053 +18%
Charles Schwab
22
Charles Schwab
California
$5.34M 85,889 +3,153 +4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$4.73M 76,145 -1,448 -2%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$4.7M 75,616 – –
Swedbank
25
Swedbank
Sweden
$4.54M 73,000 +28,000 +62%
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