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Hyster-Yale Materials Handling
HY

148 hedge funds and large institutions have $275M invested in Hyster-Yale Materials Handling in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,140% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $240M → $275M (+$35.6M)

3% more funds holding

Funds holding: 143 → 148 (+5)

2.13% more ownership

Funds ownership: 56.5% → 58.63% (+2.1%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
41
Closed
15
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
+$1.03M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$9.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.85M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.7M
4
EF
Empowered Funds
Pennsylvania
+$2.51M
5
OAM
OP Asset Management
+$1.61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.02M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.84M
3
IAM
Impala Asset Management
Florida
-$1.49M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.4M
5
TC
Truvestments Capital
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$29.5M +$605K +17,635 +2%
GI
2
GAMCO Investors
Connecticut
$26.4M -$800K -23,309 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.1M +$983K +28,642 +5%
VCM
4
Vanguard Capital Management
Pennsylvania
$15.5M +$16.3M +475,791 New
American Century Companies
5
American Century Companies
Missouri
$13.4M +$1.2M +35,096 +9%
V
6
ValueWorks
New York
$12.9M -$136K -3,961 -1%
State Street
7
State Street
Massachusetts
$10M +$38.1K +1,110 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.66M +$732K +21,327 +8%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$8.7M +$9.18M +267,479 New
ProShare Advisors
10
ProShare Advisors
Maryland
$6.24M +$367K +10,693 +6%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.79M -$667K -19,440 -10%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$5.62M +$978K +28,508 +20%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$5.32M +$1.28M +37,150 +29%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$5.16M +$4.85M +141,380 +822%
Morgan Stanley
15
Morgan Stanley
New York
$4.55M -$112K -3,265 -2%
Millennium Management
16
Millennium Management
New York
$4.43M -$3.02M -87,866 -39%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.97M -$1.84M -53,709 -31%
Goldman Sachs
18
Goldman Sachs
New York
$3.89M -$41.8K -1,217 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$3.76M -$249K -7,267 -6%
Charles Schwab
20
Charles Schwab
California
$3.56M +$450K +13,122 +14%
AQR Capital Management
21
AQR Capital Management
Connecticut
$3.52M +$744K +21,676 +25%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$3.49M +$1.16M +33,908 +46%
Northern Trust
23
Northern Trust
Illinois
$3.35M +$253K +7,359 +8%
BCM
24
Bridgeway Capital Management
Texas
$3.28M +$220K +6,416 +7%
VPM
25
Vanguard Portfolio Management
Pennsylvania
$3.04M +$3.21M +93,565 New
1
2 3 4 5

HY Hedge Fund Activity: Q1 2026 in Review

148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2026, worth a combined $275M — up 15% from $240M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 15 closed out — a net gain of 9 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.18M. The largest seller was Millennium Management, cutting an estimated $3.02M.

  • 148 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2026, up from 143 in Q4 2025.
  • Funds reported $275M of Hyster-Yale Materials Handling stock for Q1 2026, up 15% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q1 2026 and 15 closed out, a net change of +9 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $9.18M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2026 was Millennium Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2026.