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Parker-Hannifin

701 hedge funds and large institutions have $17.8B invested in Parker-Hannifin in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 222 increasing their positions, 272 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $115M | Put options by funds: $84.8M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $15.5B → $17.8B (+$2.29B)

2% more funds holding

Funds holding: 684701 (+17)

1.53% more ownership

Funds ownership: 79.49%81.02% (+1.5%)

18% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 272

Holders
701
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
15.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
222
Reduced
272
Closed
55
Calls
$115M
Puts
$84.8M
Net Calls
+$30.2M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
401
Kornitzer Capital Management
Kansas
$678K -$3.65K -22 -0.6%
GC
402
Grace Capital
Massachusetts
$678K -$2.49K -15 -0.4%
BTW
403
Boston Trust Walden
Massachusetts
$674K
AWE
404
Avidian Wealth Enterprises
Texas
$674K +$651K +3,928 New
FA
405
FMA Advisory
Pennsylvania
$673K -$29.7K -179 -4%
JIR
406
James Investment Research
Ohio
$670K -$530K -3,195 -45%
MCIM
407
Meadow Creek Investment Management
Georgia
$663K -$13.9K -84 -2%
OSIA
408
O'Shares Investment Advisers
Massachusetts
$658K +$18.6K +112 +3%
LBD
409
Landsberg Bennett & Dubbaneh
Florida
$657K +$154K +929 +34%
D.E. Shaw & Co
410
D.E. Shaw & Co
New York
$652K -$1.71M -10,296 -73%
CI
411
Cigna Investments
Connecticut
$651K -$33.2K -200 -5%
PIA
412
Piedmont Investment Advisors
North Carolina
$649K +$14.4K +87 +2%
LJHT
413
Laurie J. Hall Trustee
$640K
PCA
414
Private Capital Advisors
Connecticut
$640K
BF
415
BOK Financial
Oklahoma
$640K +$183K +1,103 +42%
SO
416
STRS Ohio
Ohio
$632K +$330K +1,990 +118%
NCM
417
Novare Capital Management
North Carolina
$605K +$18.2K +110 +3%
HC
418
Hendley & Co
Ohio
$593K
SCA
419
Snowden Capital Advisors
New York
$590K +$25.9K +156 +5%
AP
420
Advisor Partners
California
$586K +$16.9K +102 +3%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$581K -$20.2K -122 -3%
RJT
422
Raymond James Trust
Florida
$581K -$13.3K -80 -2%
BI
423
Bredin Investment
Delaware
$579K
V
424
Veritable
Delaware
$579K +$35.2K +212 +7%
CP
425
Cumberland Partners
Ontario, Canada
$577K -$205K -1,239 -27%

PH Hedge Fund Activity: Q1 2019 in Review

701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2019, worth a combined $17.8B — up 15% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PH positions and 55 closed out — a net gain of 21 holders — while 222 added to existing stakes and 272 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Vulcan Value Partners, cutting an estimated $125M.

  • 701 institutional investors held Parker-Hannifin (PH) as of Q1 2019, up from 684 in Q4 2018.
  • Funds reported $17.8B of Parker-Hannifin stock for Q1 2019, up 15% quarter-over-quarter.
  • 76 funds opened new Parker-Hannifin positions in Q1 2019 and 55 closed out, a net change of +21 holders.
  • The largest Parker-Hannifin buyer in Q1 2019 was UBS Group, an estimated $163M added.
  • The largest Parker-Hannifin seller in Q1 2019 was Vulcan Value Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2019.