We are live on ! Find out more
PH icon

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
WWM
576
Willingdon Wealth Management
North Carolina
$85K +$79.6K +485 New
CCM
577
Cribstone Capital Management
Maine
$83K
BBHC
578
Brown Brothers Harriman & Co
New York
$79K -$13.1K -80 -15%
CAL
579
Capital Advisors Ltd
Ohio
$79K
EWM
580
Evercore Wealth Management
New York
$79K
First Manhattan
581
First Manhattan
New York
$78K -$164 -1 -0.2%
CCM
582
Covington Capital Management
California
$74K +$69.8K +425 New
ClearBridge Investments
583
ClearBridge Investments
New York
$71K
SIM
584
Sonora Investment Management
Arizona
$62.3K +$9.2K +56 +19%
MFBTD
585
MB Financial Bank - Trust Department
Illinois
$62K -$9.03K -55 -13%
JCM
586
Jacobi Capital Management
Pennsylvania
$59K
FANJ
587
Financial Architects (New Jersey)
New Jersey
$55K +$16.6K +101 +48%
TSW
588
Thompson Siegel & Walmsley
Virginia
$53K
GLI
589
Guardian Life Insurance
New York
$52K
LF
590
Lee Financial
Texas
$51K
MCA
591
Mercer Capital Advisers
New Jersey
$47K
PCP
592
Proficio Capital Partners
Massachusetts
$47K +$40.4K +246 +1,070%
AIM
593
Anchor Investment Management
South Carolina
$44.6K -$16.4K -100 -28%
WB
594
Webster Bank
Connecticut
$43K +$164 +1 +0.4%
SFSIG
595
San Francisco Sentry Investment Group
California
$42K +$12.2K +74 +44%
Carson Wealth (CWM LLC)
596
Carson Wealth (CWM LLC)
Nebraska
$40K -$164 -1 -0.4%
BONST
597
Bank of Nova Scotia Trust
Ontario, Canada
$39K +$36.9K +225 New
AIM
598
Advantage Investment Management
Iowa
$37K +$32.3K +197 +1,515%
GT
599
Greenleaf Trust
Michigan
$37K +$34.5K +210 New
SAM
600
Shamrock Asset Management
Texas
$36K

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.