Parker-Hannifin
779 hedge funds and large institutions have $21.5B invested in Parker-Hannifin in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 231 increasing their positions, 264 reducing their positions, and 52 closing their positions.
177% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 52
14% more capital invested
Capital invested by funds: $18.9B → $21.5B (+$2.63B)
11% more funds holding
Funds holding: 700 → 779 (+79)
3% more call options, than puts
Call options by funds: $93.9M | Put options by funds: $90.7M
0.54% less ownership
Funds ownership: 81.88% → 81.34% (-0.54%)
13% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 264
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$250M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$168M |
| 3 |
JP Morgan Chase
New York
|
+$165M |
| 4 |
Holocene Advisors
New York
|
+$92.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$238M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$147M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$130M |
| 4 |
Renaissance Technologies
New York
|
-$86.9M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$76.8M |
PH Hedge Fund Activity: Q4 2019 in Review
779 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2019, worth a combined $21.5B — up 14% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new PH positions and 52 closed out — a net gain of 92 holders — while 231 added to existing stakes and 264 trimmed.
The largest buyer was Aristotle Capital Management, adding an estimated $250M. The largest seller was Vulcan Value Partners, cutting an estimated $238M.
- 779 institutional investors held Parker-Hannifin (PH) as of Q4 2019, up from 700 in Q3 2019.
- Funds reported $21.5B of Parker-Hannifin stock for Q4 2019, up 14% quarter-over-quarter.
- 144 funds opened new Parker-Hannifin positions in Q4 2019 and 52 closed out, a net change of +92 holders.
- The largest Parker-Hannifin buyer in Q4 2019 was Aristotle Capital Management, an estimated $250M added.
- The largest Parker-Hannifin seller in Q4 2019 was Vulcan Value Partners, an estimated $238M sold.
Based on aggregated 13F filings for Q4 2019.