We are live on ! Find out more
PH icon

Parker-Hannifin
PH

549 hedge funds and large institutions have $15.4B invested in Parker-Hannifin in 2013 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 175 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 34

18% more call options, than puts

Call options by funds: $126M | Put options by funds: $107M

16% more capital invested

Capital invested by funds: $13.2B → $15.4B (+$2.17B)

6% more funds holding

Funds holding: 518 → 549 (+31)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

1.4% less ownership

Funds ownership: 81.71% → 80.31% (-1.4%)

18% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 214

Holders
549
Holders Change
+31
Holders Change %
+5.98%
% of All Funds
15.93%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
69
Increased
175
Reduced
214
Closed
34
Calls
$126M
Puts
$107M
Net Calls
+$19.5M
Net Calls Change
+$21.6M

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$168M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$153M
3
CM
Castleark Management
Illinois
+$89.5M
4
SFM
Systematic Financial Management
New Jersey
+$87.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$203M
2
Artisan Partners
Artisan Partners
Wisconsin
-$170M
3
Harris Associates
Harris Associates
Illinois
-$117M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$108M
5
EAM
Edge Asset Management
Washington
-$90.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Artisan Partners
551
Artisan Partners
Wisconsin
– -$170M -1,567,748 Closed
Renaissance Technologies
552
Renaissance Technologies
New York
– -$37.7M -346,350 Closed
Fuller & Thaler Asset Management
553
Fuller & Thaler Asset Management
California
– -$6.27M -57,700 Closed
Two Sigma Investments
554
Two Sigma Investments
New York
– -$4.93M -45,364 Closed
GH
555
GAM Holding
Switzerland
– -$4.84M -44,536 Closed
MIC
556
MU Investments Company
Japan
– -$4.36M -37,500 Closed
SI
557
Sentry Investments
Ontario, Canada
– -$3.69M -33,900 Closed
DKCM
558
Davidson Kempner Capital Management
New York
– -$3.57M -32,800 Closed
PIA
559
Piedmont Investment Advisors
North Carolina
– -$2.44M -22,422 Closed
BL
560
BCWM LLC
Kansas
– -$2.42M -22,258 Closed
BC
561
BMI Capital
New York
– -$2.4M -22,062 Closed
Teacher Retirement System of Texas
562
Teacher Retirement System of Texas
Texas
– -$1.9M -17,442 Closed
FCBT
563
First Citizens Bank & Trust
North Carolina
– -$1.63M -15,018 Closed
RAM
564
Redmond Asset Management
Virginia
– -$1.51M -13,894 Closed
MM
565
Midas Management
New York
– -$1.1M -10,100 Closed
LMF
566
LMR Master Fund
Cayman Islands
– -$1.05M -9,618 Closed
Jane Street
567
Jane Street
New York
– -$912K -8,384 Closed
TH
568
Timber Hill
Connecticut
– -$815K -7,013 Closed
PG
569
PEAK6 Group
Illinois
– -$799K -6,874 Closed
QIM
570
Quantitative Investment Management
Virginia
– -$663K -6,100 Closed
GCP
571
GSA Capital Partners
United Kingdom
– -$560K -5,150 Closed
MYAM
572
Meiji Yasuda Asset Management
Japan
– -$504K -4,639 Closed
PAM
573
Paradigm Asset Management
New York
– -$497K -4,570 Closed
TCM
574
Tributary Capital Management
Nebraska
– -$478K -4,400 Closed
PP
575
Paloma Partners
Connecticut
– -$364K -3,347 Closed
20 21 22
23
24

PH Hedge Fund Activity: Q4 2013 in Review

549 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2013, worth a combined $15.4B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PH positions and 34 closed out — a net gain of 35 holders — while 175 added to existing stakes and 214 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $168M. The largest seller was Goldman Sachs, cutting an estimated $203M.

  • 549 institutional investors held Parker-Hannifin (PH) as of Q4 2013, up from 518 in Q3 2013.
  • Funds reported $15.4B of Parker-Hannifin stock for Q4 2013, up 16% quarter-over-quarter.
  • 69 funds opened new Parker-Hannifin positions in Q4 2013 and 34 closed out, a net change of +35 holders.
  • The largest Parker-Hannifin buyer in Q4 2013 was OppenheimerFunds, an estimated $168M added.
  • The largest Parker-Hannifin seller in Q4 2013 was Goldman Sachs, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2013.