Parker-Hannifin
725 hedge funds and large institutions have $18.8B invested in Parker-Hannifin in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 238 increasing their positions, 269 reducing their positions, and 73 closing their positions.
25% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 73
2% more funds holding
Funds holding: 714 → 725 (+11)
1.16% more ownership
Funds ownership: 81.7% → 82.86% (+1.2%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
12% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 269
13% less capital invested
Capital invested by funds: $21.7B → $18.8B (-$2.83B)
13% less call options, than puts
Call options by funds: $165M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$369M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$328M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$155M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$149M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$261M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$163M |
| 3 |
Millennium Management
New York
|
-$111M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$107M |
| 5 |
Pzena Investment Management
New York
|
-$80.1M |
PH Hedge Fund Activity: Q1 2018 in Review
725 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2018, worth a combined $18.8B — down 13% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new PH positions and 73 closed out — a net gain of 18 holders — while 238 added to existing stakes and 269 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $369M. The largest seller was Longview Partners, cutting an estimated $261M.
- 725 institutional investors held Parker-Hannifin (PH) as of Q1 2018, up from 714 in Q4 2017.
- Funds reported $18.8B of Parker-Hannifin stock for Q1 2018, down 13% quarter-over-quarter.
- 91 funds opened new Parker-Hannifin positions in Q1 2018 and 73 closed out, a net change of +18 holders.
- The largest Parker-Hannifin buyer in Q1 2018 was JP Morgan Chase, an estimated $369M added.
- The largest Parker-Hannifin seller in Q1 2018 was Longview Partners, an estimated $261M sold.
Based on aggregated 13F filings for Q1 2018.