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Parker-Hannifin
PH

714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $18.8B → $21.7B (+$2.9B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 662 → 714 (+52)

1.08% more ownership

Funds ownership: 80.62% → 81.7% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 249

61% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $240M

Holders
714
Holders Change
+52
Holders Change %
+7.85%
% of All Funds
16.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
102
Increased
241
Reduced
249
Closed
45
Calls
$94.4M
Puts
$240M
Net Calls
-$146M
Net Calls Change
+$19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
2
Capital World Investors
Capital World Investors
California
+$155M
3
JP Morgan Chase
JP Morgan Chase
New York
+$148M
4
Boston Partners
Boston Partners
Massachusetts
+$120M
5
Jennison Associates
Jennison Associates
New York
+$97.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$177M
2
Renaissance Technologies
Renaissance Technologies
New York
-$117M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.8M
4
TPCM
Tide Point Capital Management
Connecticut
-$59.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$168M -$53.4M -287,272 -25%
VVP
27
Vulcan Value Partners
Alabama
$165M -$37.2M -200,361 -20%
Goldman Sachs
28
Goldman Sachs
New York
$164M +$15.4M +82,986 +11%
Ameriprise
29
Ameriprise
Minnesota
$163M -$7.71M -41,456 -5%
Principal Financial Group
30
Principal Financial Group
Iowa
$162M +$1.11M +5,984 +0.7%
Bank of America
31
Bank of America
North Carolina
$157M -$8.3M -44,633 -5%
UBS AM
32
UBS AM
Illinois
$157M +$66.7M +358,656 +84%
Pzena Investment Management
33
Pzena Investment Management
New York
$149M -$27M -145,219 -16%
WRF
34
Waddell & Reed Financial
Kansas
$147M -$2.48M -13,331 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$137M -$2.84M -15,285 -2%
Boston Partners
36
Boston Partners
Massachusetts
$129M +$120M +647,400 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$125M -$2.2M -11,821 -2%
Millennium Management
38
Millennium Management
New York
$119M -$19.1M -102,522 -15%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$104M -$14.9M -79,951 -13%
Wells Fargo
40
Wells Fargo
California
$103M +$16.3M +87,508 +20%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$101M +$9.49M +51,056 +11%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$99.1M -$7.41M -39,835 -7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$98M +$112K +600 +0.1%
Charles Schwab
44
Charles Schwab
California
$97.5M +$4.57M +24,566 +5%
Axa
45
Axa
France
$96.3M +$27M +145,308 +43%
APG Asset Management
46
APG Asset Management
Netherlands
$90.6M -$17.1M -92,100 -14%
KeyBank National Association
47
KeyBank National Association
Ohio
$89.7M -$4.13M -22,225 -5%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$87.8M +$31.2M +168,013 +62%
Stifel Financial
49
Stifel Financial
Missouri
$85.8M +$13.5M +72,451 +20%
Allianz Asset Management
50
Allianz Asset Management
Germany
$84.9M +$21M +112,726 +36%
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PH Hedge Fund Activity: Q4 2017 in Review

714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.

  • 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
  • Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
  • The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
  • The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.