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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
ACM
551
Armbruster Capital Management
New York
$177K
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$173K -$11.2K -68 -6%
SLF
553
Sun Life Financial
Ontario, Canada
$172K -$493 -3 -0.3%
SPIA
554
Steward Partners Investment Advisory
New York
$168K +$493 +3 +0.3%
EA
555
Edge Advisors
Georgia
$159K -$17.4K -106 -10%
OAM
556
Oppenheimer Asset Management
New York
$152K +$41K +250 +41%
NAMA
557
Nikko Asset Management Americas
New York
$140K -$312K -1,900 -70%
ARMT
558
Amica Retiree Medical Trust
Rhode Island
$135K
RWA
559
Ropes Wealth Advisors
Massachusetts
$131K
IR
560
Invictus RG
Bermuda
$125K -$288K -1,756 -71%
QCG
561
Quadrant Capital Group
Ohio
$123K
PA
562
Parallel Advisors
California
$113K +$1.97K +12 +2%
MCM
563
Manchester Capital Management
Vermont
$110K
IDBONY
564
Israel Discount Bank of New York
New York
$109K
FIB
565
First Interstate Bank
Montana
$106K
AssetMark Inc
566
AssetMark Inc
California
$106K +$16.4K +100 +20%
Acadian Asset Management
567
Acadian Asset Management
Massachusetts
$105K
HDIM
568
Hanson & Doremus Investment Management
Vermont
$101K
PI
569
PineBridge Investments
New York
$94K -$449K -2,732 -84%
BFEC
570
Benjamin F. Edwards & Company
Missouri
$92K +$164 +1 +0.2%
MUS
571
Mitsubishi UFJ Securities
Japan
$91K
GWM
572
Geneos Wealth Management
Colorado
$89K
CHC
573
City Holding Co
West Virginia
$88K
PCTC
574
Perkins Coie Trust Company
Washington
$88K
ZB
575
Zions Bancorporation
Utah
$85K +$51.6K +314 +185%

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.