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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
JP Morgan Chase
26
JP Morgan Chase
New York
$166M +$6.85M +41,735 +5%
Victory Capital Management
27
Victory Capital Management
Texas
$160M -$5.16M -31,398 -3%
Renaissance Technologies
28
Renaissance Technologies
New York
$159M +$149M +906,494 New
Pzena Investment Management
29
Pzena Investment Management
New York
$156M -$64.5M -392,706 -31%
Ameriprise
30
Ameriprise
Minnesota
$150M -$1.89M -11,527 -1%
Bank of America
31
Bank of America
North Carolina
$146M +$7.89M +48,053 +6%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$141M +$132M +801,330 +19,143%
Principal Financial Group
33
Principal Financial Group
Iowa
$141M -$50.3M -306,590 -28%
WRF
34
Waddell & Reed Financial
Kansas
$131M -$1.69M -10,318 -1%
Goldman Sachs
35
Goldman Sachs
New York
$129M -$19.6M -119,161 -14%
Legal & General Group
36
Legal & General Group
United Kingdom
$123M +$1.46M +8,914 +1%
Millennium Management
37
Millennium Management
New York
$122M +$32.7M +198,884 +40%
APG Asset Management
38
APG Asset Management
Netherlands
$112M +$6.21M +37,800 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$111M +$6.61M +40,276 +7%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$106M +$21.7M +132,381 +28%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$93.8M -$6.14M -37,391 -7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$85.9M +$608K +3,700 +0.8%
KeyBank National Association
43
KeyBank National Association
Ohio
$82.5M -$2.23M -13,607 -3%
Charles Schwab
44
Charles Schwab
California
$81.2M +$1.32M +8,066 +2%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$79.5M -$1.56M -9,529 -2%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$78.6M -$2.63M -16,024 -3%
Wells Fargo
47
Wells Fargo
California
$75.4M +$8.6M +52,381 +14%
UBS AM
48
UBS AM
Illinois
$74.5M -$3.84M -23,364 -5%
Morgan Stanley
49
Morgan Stanley
New York
$73.4M -$98.7M -600,856 -59%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$72.3M -$1.65M -10,057 -2%

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.