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Parker-Hannifin

662 hedge funds and large institutions have $18.8B invested in Parker-Hannifin in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 218 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $17.4B → $18.8B (+$1.34B)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 666662 (-4)

1.42% less ownership

Funds ownership: 82.04%80.62% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 262

73% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $227M

Holders
662
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
16.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
54
Increased
218
Reduced
262
Closed
48
Calls
$62.2M
Puts
$227M
Net Calls
-$165M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AMI
351
Amica Mutual Insurance
Rhode Island
$1.21M
PP
352
Paloma Partners
Connecticut
$1.21M +$1.13M +6,897 New
CSS
353
Cubist Systematic Strategies
Connecticut
$1.19M +$679K +4,135 +154%
RWA
354
River Wealth Advisors
Pennsylvania
$1.18M -$98.8K -602 -8%
RG
355
Rathbones Group
United Kingdom
$1.17M
EP
356
Elkfork Partners
Oregon
$1.17M -$3.31M -20,130 -75%
RFC
357
Regions Financial Corp
Alabama
$1.16M -$15.1K -92 -1%
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$1.15M -$6.57K -40 -0.6%
HW
359
Hancock Whitney
Mississippi
$1.15M
GP
360
Geneva Partners
Wisconsin
$1.11M +$1.04M +6,335 New
GC
361
Grace Capital
Massachusetts
$1.09M +$502K +3,060 +97%
LPL Financial
362
LPL Financial
California
$1.09M -$58.6K -357 -5%
RC
363
RegentAtlantic Capital
New Jersey
$1.08M
OMCS
364
Old Mutual Customised Solutions
South Africa
$1.08M +$115K +700 +13%
SOADOR
365
State of Alaska Department of Revenue
Alaska
$1.08M +$752K +4,580 +288%
WG
366
Winton Group
United Kingdom
$1.06M +$24.8K +151 +3%
ECM
367
Everence Capital Management
Indiana
$1.06M
Twin Tree Management
368
Twin Tree Management
Texas
$1.04M -$1.85M -11,261 -65%
TAM
369
Tocqueville Asset Management
New York
$1.04M -$3.78K -23 -0.4%
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$1.02M
CAL
371
Capital Analysts LLC
Pennsylvania
$1M +$42.5K +259 +5%
WI
372
Wintrust Investments
Illinois
$997K
LMGAM
373
Liberty Mutual Group Asset Management
Massachusetts
$995K -$451K -2,747 -33%
PTC
374
Private Trust Company
Ohio
$988K +$155K +947 +20%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$987K -$242K -1,475 -21%

PH Hedge Fund Activity: Q3 2017 in Review

662 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2017, worth a combined $18.8B — up 7.7% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PH positions and 48 closed out — a net gain of 6 holders — while 218 added to existing stakes and 262 trimmed.

The largest buyer was UBS Group, adding an estimated $246M. The largest seller was Viking Global Investors, cutting an estimated $197M.

  • 662 institutional investors held Parker-Hannifin (PH) as of Q3 2017, down from 666 in Q2 2017.
  • Funds reported $18.8B of Parker-Hannifin stock for Q3 2017, up 7.7% quarter-over-quarter.
  • 54 funds opened new Parker-Hannifin positions in Q3 2017 and 48 closed out, a net change of +6 holders.
  • The largest Parker-Hannifin buyer in Q3 2017 was UBS Group, an estimated $246M added.
  • The largest Parker-Hannifin seller in Q3 2017 was Viking Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2017.