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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
LC
576
Lindbrook Capital
California
$102K
ZB
577
Zions Bancorporation
Utah
$101K +$98K +591 New
HDIM
578
Hanson & Doremus Investment Management
Vermont
$99K
OAM
579
Oppenheimer Asset Management
New York
$92K +$9.12K +55 +11%
GT
580
Glenmede Trust
Pennsylvania
$90.4K +$56.9M +343,352 +187%
First Manhattan
581
First Manhattan
New York
$90K +$12.8K +77 +17%
FHA
582
Flagship Harbor Advisors
Massachusetts
$87K -$102K -614 -55%
AIM
583
Assured Investment Management
New York
$86K +$83.4K +503 New
GSWM
584
Golden State Wealth Management
California
$83K +$80.4K +485 New
RWA
585
Ropes Wealth Advisors
Massachusetts
$82K
Capstone Investment Advisors
586
Capstone Investment Advisors
New York
$78K +$49.1K +296 +186%
CAL
587
Capital Advisors Ltd
Ohio
$77K
PCTC
588
Perkins Coie Trust Company
Washington
$77K
PCP
589
Proficio Capital Partners
Massachusetts
$77K +$13.8K +83 +23%
SIM
590
Sonora Investment Management
Arizona
$76K -$6.63K -40 -8%
SFSIG
591
San Francisco Sentry Investment Group
California
$71K -$13.3K -80 -16%
CHC
592
City Holding Co
West Virginia
$66K
GLI
593
Guardian Life Insurance
New York
$64K
SIS
594
Sound Income Strategies
Florida
$64K +$38.1K +230 +160%
SMFS
595
Squar Milner Financial Services
California
$63K
AWM
596
Aevitas Wealth Management
Massachusetts
$61K
WWM
597
Willingdon Wealth Management
North Carolina
$58K -$21.1K -127 -27%
QAM
598
QCI Asset Management
New York
$58K -$4.15K -25 -7%
JCM
599
Jacobi Capital Management
Pennsylvania
$57K
RA
600
Rational Advisors
New York
$56K +$50.4K +304 +1,520%

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.