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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
SI
401
Stephens Inc
Arkansas
$818K +$246K +1,500 +47%
Balyasny Asset Management
402
Balyasny Asset Management
Illinois
$811K -$461K -2,806 -38%
FNBT
403
FineMark National Bank & Trust
Florida
$811K -$821 -5 -0.1%
DIA
404
Dean Investment Associates
Ohio
$801K -$3.93M -23,917 -84%
PCM
405
Peak Capital Management
Colorado
$800K -$457K -2,784 -38%
RJT
406
Raymond James Trust
Florida
$795K +$1.15K +7 +0.2%
AG
407
Advisor Group
Arizona
$784K +$116K +708 +19%
DZ Bank
408
DZ Bank
Germany
$777K
Dodge & Cox
409
Dodge & Cox
California
$758K -$8.21K -50 -1%
NIT
410
NumerixS Investment Technologies
British Columbia, Canada
$753K +$706K +4,300 New
FIM
411
Fruth Investment Management
Texas
$752K
SC
412
Scotia Capital
Ontario, Canada
$752K +$353K +2,148 +100%
V
413
Veritable
Delaware
$750K -$48.6K -296 -6%
KI
414
Koch Industries
Kansas
$729K +$149K +908 +28%
Fiera Capital (Canada)
415
Fiera Capital (Canada)
Quebec, Canada
$728K -$230K -1,400 -25%
LIA
416
LS Investment Advisors
Michigan
$714K -$2.46K -15 -0.4%
II
417
IFM Investors
Australia
$713K +$27.9K +170 +4%
DSC
418
Duncker Streett & Co
Missouri
$709K
SCP
419
Syntal Capital Partners
Texas
$708K +$87.2K +531 +15%
WAM
420
Wolverine Asset Management
Illinois
$700K +$657K +4,000 New
FA
421
FMA Advisory
Pennsylvania
$694K -$31.9K -194 -5%
William Blair & Company
422
William Blair & Company
Illinois
$690K -$9.85K -60 -1%
BTW
423
Boston Trust Walden
Massachusetts
$687K
FC
424
Ferris Capital
Massachusetts
$685K
BC
425
Brinker Capital
Pennsylvania
$680K +$638K +3,885 New

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.