HITACHI LTD (HTHIY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 25 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.11x

46th percentile

10 buying9 selling

+2

New

-4

Closed

-5,270

Net shares

Ownership Concentration

Top 5: 92.4%Top 10: 98.8%

MOODY LYNN LIEBERSON & WALKER,57.7%

Ramirez Asset Management,22.6%

RHUMBLINE ADVISERS5.0%

YOUSIF CAPITAL MANAGEMENT,3.9%

Calydon Capital3.3%

Others (20)7.6%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 0.21%Max: 0.93%High conviction (>1%): 0

MOODY LYNN LIEBERSON & WALKER,

Ramirez Asset Management,

RHUMBLINE ADVISERS

YOUSIF CAPITAL MANAGEMENT,

Calydon Capital

GAMMA Investing

ATLAS CAPITAL ADVISORS

Canopy Partners,

PARADIGM ASSET MANAGEMENT CO

Salomon & Ludwin,

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.11x

46th percentile

10 buying9 selling

+2

New

-4

Closed

-5,270

Net shares

Ownership Concentration

Top 5: 92.4%Top 10: 98.8%

MOODY LYNN LIEBERSON & WALKER,57.7%

Ramirez Asset Management,22.6%

RHUMBLINE ADVISERS5.0%

YOUSIF CAPITAL MANAGEMENT,3.9%

Calydon Capital3.3%

Others (20)7.6%

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.11x

46th percentile

10 buying9 selling

+2

New

-4

Closed

-5,270

Net shares

Ownership Concentration

Top 5: 92.4%Top 10: 98.8%

MOODY LYNN LIEBERSON & WALKER,57.7%

Ramirez Asset Management,22.6%

RHUMBLINE ADVISERS5.0%

YOUSIF CAPITAL MANAGEMENT,3.9%

Calydon Capital3.3%

Others (20)7.6%

Ownership Map

Top 25 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 25 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$12,177

HTHIY · +22%

$18,666

S&P 500 · +87%

−$6,488

behind the index

Total return (5Y)

+22%

S&P 500

+87%

vs. market

-65%

underperformed

Annualized

4.0%

mkt 13.3%

Volatility

37%

annualized

Beta

1.10

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

HTHIYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

HTHIY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = HTHIY's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+72%

2024

Worst year

-37%

2025

Worst drawdown

-55%

still -48% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -55%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

We haven't collected financials for HTHIY yet, so it can't be scored against its Industrials peers.