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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
P
526
Pitcairn
Pennsylvania
$250K +$2.3K +14 +1%
WSFS
527
Wilmington Savings Fund Society
Delaware
$250K +$10K +61 +4%
ZF
528
Zhang Financial
Michigan
$248K -$28.7K -175 -11%
WA
529
Waverly Advisors
Alabama
$247K -$162K -985 -41%
TNAM
530
Terra Nova Asset Management
New York
$243K
RG
531
Renaissance Group
Kentucky
$239K
WAM
532
Wealthspire Advisors (Maryland)
Maryland
$235K +$6.24K +38 +3%
SF
533
Synovus Financial
Georgia
$234K -$32K -195 -13%
CG
534
Colony Group
Massachusetts
$232K +$9.52K +58 +5%
PL
535
Parkwood LLC
Ohio
$228K -$286K -1,741 -57%
TMAM
536
Tokio Marine Asset Management
Japan
$227K -$63.1K -384 -23%
CCA
537
Checchi Capital Advisers
California
$226K +$212K +1,290 New
CS
538
Comerica Securities
Michigan
$225K +$211K +1,286 New
CIBC World Market
539
CIBC World Market
Ontario, Canada
$221K -$2.38M -14,491 -92%
BFM
540
Boothbay Fund Management
New York
$221K +$208K +1,265 New
ACP
541
Aviance Capital Partners
Florida
$219K -$65.7K -400 -24%
BFA
542
Beaumont Financial Advisors
Massachusetts
$215K +$202K +1,231 New
MML Investors Services
543
MML Investors Services
Massachusetts
$210K +$197K +1,198 New
BMO
544
Beck Mack & Oliver
New York
$210K +$197K +1,200 New
HFS
545
HL Financial Services
Kentucky
$204K +$192K +1,167 New
PM
546
Parametrica Management
Hong Kong
$202K +$190K +1,155 New
AI
547
Atria Investments
North Carolina
$200K -$32K -195 -15%
ASN
548
Advisory Services Network
Georgia
$193K -$14.1K -86 -7%
WEC
549
Winslow Evans & Crocker
Massachusetts
$185K -$755K -4,599 -81%
CAW
550
Cornerstone Advisors (Washington)
Washington
$177K -$4.11K -25 -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.