We are live on ! Find out more
PH icon

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
MAM
451
Meeder Asset Management
Ohio
$552K -$213K -1,298 -29%
BCAM
452
Boston Common Asset Management
Massachusetts
$530K -$4.93K -30 -1%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$530K
WT
454
Whittier Trust
California
$526K -$493 -3 -0.1%
JIP
455
Jaffetilchin Investment Partners
Florida
$523K +$247K +1,506 +102%
ICM
456
IMS Capital Management
Oregon
$516K
WP
457
WMS Partners
Maryland
$515K +$36.9K +225 +8%
PAM
458
Palisade Asset Management
Minnesota
$510K +$213K +1,300 +81%
DC
459
Davenport & Co
Virginia
$508K +$11.5K +70 +2%
PCA
460
Peddock Capital Advisors
Massachusetts
$499K
CIA
461
Covington Investment Advisors
Pennsylvania
$498K -$57.5K -350 -11%
AA
462
ALPS Advisors
Colorado
$494K +$464K +2,823 New
BP
463
BBR Partners
New York
$492K -$26.1K -159 -5%
FNT
464
First National Trust
Pennsylvania
$483K -$9.52K -58 -2%
SAM
465
Silvercrest Asset Management
New York
$483K +$230K +1,400 +103%
ST
466
Smithfield Trust
Pennsylvania
$481K +$179K +1,088 +65%
ZCA
467
Zeke Capital Advisors
Pennsylvania
$479K +$449K +2,734 New
PIM
468
Penobscot Investment Management
Massachusetts
$464K
JCM
469
Janney Capital Management
Pennsylvania
$453K
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$452K
PP
471
Palladium Partners
Virginia
$449K -$5.42K -33 -1%
SB
472
Simmons Bank
Arkansas
$448K
LS
473
Livforsakringsbolaget Skandia
Sweden
$446K
1SB
474
1ST Source Bank
Indiana
$442K -$20.7K -126 -5%
VF
475
Virtu Financial
New York
$442K +$415K +2,525 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.