We are live on ! Find out more
PH icon

Parker-Hannifin

584 hedge funds and large institutions have $11.8B invested in Parker-Hannifin in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 208 increasing their positions, 187 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

27% more call options, than puts

Call options by funds: $102M | Put options by funds: $80.3M

11% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 187

2% more funds holding

Funds holding: 571584 (+13)

3% less capital invested

Capital invested by funds: $12.2B → $11.8B (-$422M)

3.73% less ownership

Funds ownership: 84.99%81.25% (-3.7%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
15.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
67
Increased
208
Reduced
187
Closed
49
Calls
$102M
Puts
$80.3M
Net Calls
+$21.6M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NSEDCP
376
NJ State Employees Deferred Compensation Plan
New Jersey
$540K
Wellington Management Group
377
Wellington Management Group
Massachusetts
$533K +$554K +4,939 New
Marshall Wace
378
Marshall Wace
United Kingdom
$529K +$549K +4,897 New
RCM
379
Riverhead Capital Management
Delaware
$513K -$1.58M -14,103 -85%
SWP
380
Stratos Wealth Partners
Ohio
$511K +$254K +2,268 +92%
PTC
381
Private Trust Company
Ohio
$508K
Dodge & Cox
382
Dodge & Cox
California
$504K
JCM
383
Janney Capital Management
Pennsylvania
$495K
WT
384
Whittier Trust
California
$487K -$191K -1,700 -27%
V
385
Veritable
Delaware
$485K +$19.4K +173 +4%
AA
386
Ancora Advisors
Ohio
$483K +$41.5K +370 +9%
LJHT
387
Laurie J. Hall Trustee
$472K
Janney Montgomery Scott
388
Janney Montgomery Scott
Pennsylvania
$468K +$485K +4,330 New
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$466K +$481K +4,294 +20,448%
BP
390
BBR Partners
New York
$465K -$36K -321 -7%
MERSOM
391
Municipal Employees' Retirement System of Michigan
Michigan
$459K +$11.2K +100 +2%
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$454K -$84.7K -756 -15%
CS
393
Credential Securities
$451K +$21.5K +192 +5%
PA
394
Profund Advisors
Maryland
$436K +$131K +1,172 +41%
BF
395
BOK Financial
Oklahoma
$435K -$3.25K -29 -0.7%
WMC
396
Westwood Management Corporation
Illinois
$432K
DSC
397
Duncker Streett & Co
Missouri
$431K
Cambridge Investment Research Advisors
398
Cambridge Investment Research Advisors
Iowa
$430K +$32.4K +289 +8%
LPL Financial
399
LPL Financial
California
$427K -$456K -4,066 -51%
SF
400
Synovus Financial
Georgia
$424K -$355K -3,170 -45%

PH Hedge Fund Activity: Q2 2016 in Review

584 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2016, worth a combined $11.8B — down 3.5% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PH positions and 49 closed out — a net gain of 18 holders — while 208 added to existing stakes and 187 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $140M. The largest seller was Royal London Asset Management, cutting an estimated $409M.

  • 584 institutional investors held Parker-Hannifin (PH) as of Q2 2016, up from 571 in Q1 2016.
  • Funds reported $11.8B of Parker-Hannifin stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 67 funds opened new Parker-Hannifin positions in Q2 2016 and 49 closed out, a net change of +18 holders.
  • The largest Parker-Hannifin buyer in Q2 2016 was Beutel, Goodman & Co, an estimated $140M added.
  • The largest Parker-Hannifin seller in Q2 2016 was Royal London Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2016.