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Parker-Hannifin
PH

544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

0% more funds holding

Funds holding: 543 → 544 (+1)

4.27% less ownership

Funds ownership: 88.07% → 83.8% (-4.3%)

7% less capital invested

Capital invested by funds: $11.8B → $11B (-$802M)

32% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 229

56% less call options, than puts

Call options by funds: $32.9M | Put options by funds: $74.2M

Holders
544
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
155
Reduced
229
Closed
47
Calls
$32.9M
Puts
$74.2M
Net Calls
-$41.3M
Net Calls Change
+$34.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$46.2M
2
Pzena Investment Management
Pzena Investment Management
New York
+$32.9M
3
Harris Associates
Harris Associates
Illinois
+$32.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$24.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$202M
2
Bank of America
Bank of America
North Carolina
-$109M
3
Axa
Axa
France
-$92.2M
4
Boston Partners
Boston Partners
Massachusetts
-$71.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
551
Balyasny Asset Management
Illinois
– -$3.82M -39,238 Closed
Arrowstreet Capital
552
Arrowstreet Capital
Massachusetts
– -$3.77M -38,700 Closed
CIP
553
Capital Insight Partners
Arizona
– -$2.51M -25,805 Closed
NCCM
554
Nine Chapters Capital Management
New Jersey
– -$1.56M -16,000 Closed
EAM
555
EULAV Asset Management
Florida
– -$1.44M -14,800 Closed
GI
556
GAMCO Investors
Connecticut
– -$1.18M -12,125 Closed
Two Sigma Investments
557
Two Sigma Investments
New York
– -$1.04M -10,250 Closed
RU
558
RobecoSam USA
New York
– -$994K -10,221 Closed
UR
559
USCA RIA
Texas
– -$977K -10,036 Closed
CCM
560
Canal Capital Management
Virginia
– -$884K -9,094 Closed
Simplex Trading
561
Simplex Trading
Illinois
– -$914K -9,018 Closed
JIM
562
Jupiter Investment Management
United Kingdom
– -$661K -6,800 Closed
Wellington Management Group
563
Wellington Management Group
Massachusetts
– -$404K -4,160 Closed
SG Americas Securities
564
SG Americas Securities
New York
– -$401K -4,121 Closed
CT
565
Cambridge Trust
Massachusetts
– -$394K -4,042 Closed
VAM
566
Visium Asset Management
New York
– -$393K -4,035 Closed
VIA
567
Vident Investment Advisory
Georgia
– -$390K -4,007 Closed
SC
568
SouthState Corp
Florida
– -$337K -3,464 Closed
SW
569
SVB Wealth
Massachusetts
– -$288K -2,962 Closed
PAM
570
Palisade Asset Management
Minnesota
– -$283K -2,912 Closed
AIM
571
Assured Investment Management
New York
– -$272K -2,799 Closed
CCM
572
Catawba Capital Management
Virginia
– -$248K -2,545 Closed
ICM
573
IMS Capital Management
Oregon
– -$238K -2,450 Closed
Verition Fund Management
574
Verition Fund Management
Connecticut
– -$233K -2,396 Closed
GS
575
GAM Systematic
United Kingdom
– -$183K -1,884 Closed
20 21 22
23
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PH Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.

  • 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
  • Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
  • The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
  • The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2015.