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Parker-Hannifin
PH

714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $18.8B → $21.7B (+$2.9B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 662 → 714 (+52)

1.08% more ownership

Funds ownership: 80.62% → 81.7% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 249

61% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $240M

Holders
714
Holders Change
+52
Holders Change %
+7.85%
% of All Funds
16.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
102
Increased
241
Reduced
249
Closed
45
Calls
$94.4M
Puts
$240M
Net Calls
-$146M
Net Calls Change
+$19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
2
Capital World Investors
Capital World Investors
California
+$155M
3
JP Morgan Chase
JP Morgan Chase
New York
+$148M
4
Boston Partners
Boston Partners
Massachusetts
+$120M
5
Jennison Associates
Jennison Associates
New York
+$97.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$177M
2
Renaissance Technologies
Renaissance Technologies
New York
-$117M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.8M
4
TPCM
Tide Point Capital Management
Connecticut
-$59.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
551
Northwest Bancshares
Pennsylvania
$284K +$265K +1,425 New
SF
552
Synovus Financial
Georgia
$281K +$12.8K +69 +5%
Arrowstreet Capital
553
Arrowstreet Capital
Massachusetts
$279K +$260K +1,400 New
CCM
554
Carderock Capital Management
Maryland
$279K +$260K +1,400 New
TNAM
555
Terra Nova Asset Management
New York
$277K – – –
HFS
556
HL Financial Services
Kentucky
$269K +$33.6K +181 +16%
CS
557
Comerica Securities
Michigan
$265K +$7.62K +41 +3%
II
558
Inspire Investing
Idaho
$263K +$245K +1,316 New
CCM
559
Catawba Capital Management
Virginia
$257K +$240K +1,290 New
JIP
560
Jaffetilchin Investment Partners
Florida
$254K -$318K -1,712 -57%
RG
561
Renaissance Group
Kentucky
$254K -$16.5K -89 -7%
MML Investors Services
562
MML Investors Services
Massachusetts
$253K +$12.6K +68 +6%
WEC
563
Winslow Evans & Crocker
Massachusetts
$252K +$39K +210 +20%
CG
564
Colony Group
Massachusetts
$250K -$13.9K -75 -6%
ACP
565
Aviance Capital Partners
Florida
$249K – – –
HCM
566
Hudson Capital Management
New Jersey
$248K +$231K +1,243 New
LSAG
567
Lake Street Advisors Group
New Hampshire
$248K +$231K +1,244 New
BFA
568
Beaumont Financial Advisors
Massachusetts
$246K +$744 +4 +0.3%
AI
569
Atria Investments
North Carolina
$237K +$8.18K +44 +4%
ASN
570
Advisory Services Network
Georgia
$234K +$12.3K +66 +6%
PL
571
Parkwood LLC
Ohio
$226K -$31.8K -171 -13%
P
572
Pitcairn
Pennsylvania
$225K -$55K -296 -21%
NPPM
573
North Point Portfolio Managers
Ohio
$225K +$209K +1,125 New
FWIA
574
Fort Washington Investment Advisors
Ohio
$225K +$210K +1,127 New
PBO
575
Peoples Bank (Ohio)
Ohio
$221K +$205K +1,105 New
21 22
23
24 25

PH Hedge Fund Activity: Q4 2017 in Review

714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.

  • 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
  • Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
  • The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
  • The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.