We are live on ! Find out more
PH icon

Parker-Hannifin

701 hedge funds and large institutions have $17.8B invested in Parker-Hannifin in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 222 increasing their positions, 272 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $115M | Put options by funds: $84.8M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $15.5B → $17.8B (+$2.29B)

2% more funds holding

Funds holding: 684701 (+17)

1.53% more ownership

Funds ownership: 79.49%81.02% (+1.5%)

18% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 272

Holders
701
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
15.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
222
Reduced
272
Closed
55
Calls
$115M
Puts
$84.8M
Net Calls
+$30.2M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
551
Cornerstone Advisors (Washington)
Washington
$194K +$4.81K +29 +3%
NIM
552
NuWave Investment Management
New Jersey
$194K +$135K +815 +261%
CFG
553
Citizens Financial Group
Rhode Island
$190K -$127K -766 -41%
EWM
554
Executive Wealth Management
Michigan
$181K +$4.97K +30 +3%
OIA
555
OneDigital Investment Advisors
Kansas
$177K -$265K -1,601 -61%
IBOK
556
Independence Bank of Kentucky
Kentucky
$177K +$171K +1,030 New
BBA
557
Braun-Bostich & Associates
Pennsylvania
$175K -$267K -1,610 -61%
MCM
558
Manchester Capital Management
Vermont
$168K
WEC
559
Winslow Evans & Crocker
Massachusetts
$166K -$26.2K -158 -14%
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$8.79K -53 -5%
GWM
561
Geneos Wealth Management
Colorado
$150K +$6.3K +38 +5%
NWM
562
Northwest Wealth Management
Iowa
$125K
QCG
563
Quadrant Capital Group
Ohio
$120K -$9.78K -59 -7%
CCM
564
Covington Capital Management
California
$120K +$49.7K +300 +75%
ST
565
Sageworth Trust
Pennsylvania
$120K +$116K +700 New
PMFA
566
Plante Moran Financial Advisors
Michigan
$119K +$1.99K +12 +2%
PA
567
Parallel Advisors
California
$119K +$32.8K +198 +40%
LC
568
Lavaca Capital
Texas
$119K +$115K +695 New
SWM
569
SeaCrest Wealth Management
New York
$116K
KPW
570
Kore Private Wealth
New York
$113K
Rockefeller Capital Management
571
Rockefeller Capital Management
New York
$112K +$65.7K +396 +155%
FHB
572
First Hawaiian Bank
Hawaii
$106K -$13.9K -84 -12%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$106K +$21.2K +128 +59%
ARMT
574
Amica Retiree Medical Trust
Rhode Island
$104K
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$103K

PH Hedge Fund Activity: Q1 2019 in Review

701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2019, worth a combined $17.8B — up 15% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PH positions and 55 closed out — a net gain of 21 holders — while 222 added to existing stakes and 272 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Vulcan Value Partners, cutting an estimated $125M.

  • 701 institutional investors held Parker-Hannifin (PH) as of Q1 2019, up from 684 in Q4 2018.
  • Funds reported $17.8B of Parker-Hannifin stock for Q1 2019, up 15% quarter-over-quarter.
  • 76 funds opened new Parker-Hannifin positions in Q1 2019 and 55 closed out, a net change of +21 holders.
  • The largest Parker-Hannifin buyer in Q1 2019 was UBS Group, an estimated $163M added.
  • The largest Parker-Hannifin seller in Q1 2019 was Vulcan Value Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2019.