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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
OAM
426
Oxford Asset Management
United Kingdom
$569K +$181K +1,091 +49%
KA
427
Kintegral Advisory
New York
$563K +$283K +1,706 +108%
Dodge & Cox
428
Dodge & Cox
California
$559K
HW
429
Hancock Whitney
Mississippi
$544K -$3.32K -20 -0.6%
PAM
430
Paradigm Asset Management
New York
$541K -$33.2K -200 -6%
SC
431
Scotia Capital
Ontario, Canada
$540K -$63.3K -382 -11%
WHG
432
Westwood Holdings Group
Texas
$532K
BFS
433
Bradley Foster & Sargent
Connecticut
$526K
ZCA
434
Zeke Capital Advisors
Pennsylvania
$522K -$17.1K -103 -3%
EP
435
Elkfork Partners
Oregon
$521K -$10.9K -66 -2%
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$520K
WT
437
Whittier Trust
California
$508K
WIS
438
Wright Investors Service
Connecticut
$506K -$53.7K -324 -10%
BCMO
439
Buckingham Capital Management (Ohio)
Ohio
$503K -$52.2K -315 -10%
CA
440
Clearstead Advisors
Ohio
$501K -$30.2K -182 -6%
Wealthfront Advisers
441
Wealthfront Advisers
California
$499K +$101K +609 +26%
VIA
442
Vantis Investment Advisers
Florida
$498K -$27.4M -165,500 -98%
JFGIW
443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$498K
TFS
444
Thoroughbred Financial Services
Tennessee
$497K +$166 +1 +0%
BCM
445
Breiter Capital Management
Florida
$496K -$425K -2,565 -47%
IRF
446
IBM Retirement Fund
New York
$494K -$3.98K -24 -0.8%
BC
447
Brinker Capital
Pennsylvania
$492K +$166K +1,000 +54%
PCA
448
Peddock Capital Advisors
Massachusetts
$489K
Tudor Investment Corp
449
Tudor Investment Corp
Connecticut
$486K +$469K +2,831 New
MAM
450
Meeder Asset Management
Ohio
$483K +$169K +1,021 +57%

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.