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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
NAM
576
NTV Asset Management
West Virginia
$220K +$205K +1,100 New
SCM
577
Shelton Capital Management
Colorado
$219K +$204K +1,096 New
DBG
578
De Burlo Group
Massachusetts
$219K +$205K +1,100 New
SIM
579
Spark Investment Management
New York
$219K +$205K +1,100 New
GH
580
GAM Holding
Switzerland
$218K +$203K +1,090 New
Calamos Advisors
581
Calamos Advisors
Illinois
$213K -$11.9M -64,015 -98%
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K +$14.3K +77 +8%
BP
583
Ballentine Partners
Massachusetts
$211K +$196K +1,056 New
MHS
584
M Holdings Securities
Oregon
$206K +$191K +1,030 New
CB
585
Chemical Bank
Michigan
$206K +$192K +1,031 New
ACM
586
Armbruster Capital Management
New York
$202K – – –
CAW
587
Cornerstone Advisors (Washington)
Washington
$201K – – –
WWMSC
588
Wagner Wealth Management (South Carolina)
South Carolina
$198K +$177K +950 New
SWM
589
SeaCrest Wealth Management
New York
$197K +$183K +987 New
OWA
590
One Wealth Advisors
California
$197K +$184K +988 New
MCM
591
McKinley Capital Management
Alaska
$186K -$120K -647 -41%
ARMT
592
Amica Retiree Medical Trust
Rhode Island
$154K – – –
NAMA
593
Nikko Asset Management Americas
New York
$140K – – –
QCG
594
Quadrant Capital Group
Ohio
$139K +$1.11K +6 +0.8%
RPC
595
Rossmore Private Capital
Connecticut
$134K +$125K +671 New
MPPLM
596
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$128K +$119K +642 New
IDBONY
597
Israel Discount Bank of New York
New York
$125K – – –
MCM
598
Manchester Capital Management
Vermont
$125K – – –
PA
599
Parallel Advisors
California
$125K – – –
FIB
600
First Interstate Bank
Montana
$121K – – –
22 23
24
25 26

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.