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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$159M -$1.49M -9,001 -1%
Principal Financial Group
27
Principal Financial Group
Iowa
$147M -$628K -3,785 -0.4%
Legal & General Group
28
Legal & General Group
United Kingdom
$140M +$26.8M +161,682 +25%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$134M +$15.7M +94,947 +14%
Jennison Associates
30
Jennison Associates
New York
$132M +$10.5M +63,536 +9%
Lazard Asset Management
31
Lazard Asset Management
New York
$130M -$52.4M -316,020 -29%
PAM
32
Panagora Asset Management
Massachusetts
$114M +$77.1M +464,901 +232%
TA
33
Teachers Advisors
New York
$114M -$26.7M -160,746 -19%
Invesco
34
Invesco
Georgia
$110M -$48M -289,720 -31%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$102M +$34.1M +205,670 +53%
Charles Schwab
36
Charles Schwab
California
$97.9M +$1.77M +10,691 +2%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$97.2M +$11.8M +71,106 +14%
Axa
38
Axa
France
$92.6M -$41.9M -252,973 -32%
EVM
39
Eaton Vance Management
Massachusetts
$92.4M -$49.3M -297,290 -36%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$89.6M +$730K +4,403 +0.9%
UBS AM
41
UBS AM
Illinois
$83.2M +$804K +4,851 +1%
American Century Companies
42
American Century Companies
Missouri
$80.4M +$11.9M +71,490 +18%
Swiss National Bank
43
Swiss National Bank
Switzerland
$75.8M +$1.91M +11,500 +3%
Wells Fargo
44
Wells Fargo
California
$74.1M +$4.18M +25,234 +6%
KeyBank National Association
45
KeyBank National Association
Ohio
$72.5M +$1M +6,058 +1%
PPA
46
Parametric Portfolio Associates
Washington
$71.7M +$1.24M +7,487 +2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$62.3M -$7.94M -47,865 -12%
Pzena Investment Management
48
Pzena Investment Management
New York
$56.4M -$277K -1,673 -0.5%
Morgan Stanley
49
Morgan Stanley
New York
$54.2M -$1.24M -7,480 -2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$53.3M +$7.15M +43,094 +16%

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.