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Hyster-Yale Materials Handling
HY

Overview Fund Activity

164 hedge funds and large institutions have $539M invested in Hyster-Yale Materials Handling in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
164
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
62
Reduced
56
Closed
26
Calls
$905K
Puts
$802K
Net Calls
+$103K
Net Calls Change
-$1.1M

Top Buyers

1
Vontobel Holding
1
Vontobel Holding
Switzerland
$6.67M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$8.48M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$13.3M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$4.46M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$8.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.05M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
Millennium Management
4
Millennium Management
New York
$3.04M
5
Invesco
5
Invesco
Georgia
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$68.2M 1,062,301 -37,227 -3%
GI
2
GAMCO Investors
Connecticut
$63M 982,422 -46,213 -4%
BlackRock
3
BlackRock
New York
$54.2M 844,808 -20,585 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.7M 510,340 +8,079 +2%
State Street
5
State Street
Massachusetts
$17.1M 266,857 +2,357 +0.9%
V
6
ValueWorks
New York
$16.3M 254,155 +44,675 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.3M 238,661 +6,119 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$14.8M 231,361 +32,196 +16%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$14.6M 226,906 +6,251 +3%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$14.1M 287,698 +65,708 +30%
Federated Hermes
11
Federated Hermes
Pennsylvania
$13.3M 207,394 +75,856 +58%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$8.66M 134,959 +58,814 +77%
ProShare Advisors
13
ProShare Advisors
Maryland
$8.62M 134,260 -23,957 -15%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.56M 133,453 +42,081 +46%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$8.48M 132,136 +98,996 +299%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.25M 112,931 +1,928 +2%
Northern Trust
17
Northern Trust
Illinois
$7.07M 110,225 -2,742 -2%
Morgan Stanley
18
Morgan Stanley
New York
$7.05M 109,863 -250,857 -70%
Prudential Financial
19
Prudential Financial
New Jersey
$7.02M 109,453 +43,560 +66%
Goldman Sachs
20
Goldman Sachs
New York
$6.72M 104,761 -5,805 -5%
Vontobel Holding
21
Vontobel Holding
Switzerland
$6.67M 104,009 +104,009 New
Charles Schwab
22
Charles Schwab
California
$6.25M 97,470 +11,581 +13%
Swedbank
23
Swedbank
Sweden
$5.52M 86,000 +13,000 +18%
AQR Capital Management
24
AQR Capital Management
Connecticut
$4.89M 76,224 +12,181 +19%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$4.85M 75,616 – –
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