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Parker-Hannifin

666 hedge funds and large institutions have $17.4B invested in Parker-Hannifin in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 229 increasing their positions, 244 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.45% more ownership

Funds ownership: 81.58%82.04% (+0.45%)

0% more capital invested

Capital invested by funds: $17.4B → $17.4B (+$23M)

1% less funds holding

Funds holding: 672666 (-6)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

6% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 244

56% less call options, than puts

Call options by funds: $114M | Put options by funds: $259M

Holders
666
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
16.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
58
Increased
229
Reduced
244
Closed
59
Calls
$114M
Puts
$259M
Net Calls
-$145M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$36K +$4.28K +27 +14%
OIA
602
OneDigital Investment Advisors
Kansas
$36K +$36K +227 New
FANJ
603
Financial Architects (New Jersey)
New Jersey
$34K +$12K +76 +56%
SAM
604
Shamrock Asset Management
Texas
$33K
PWM
605
Perigon Wealth Management
California
$31K
VCM
606
Versant Capital Management
Arizona
$31K
AWM
607
AllSquare Wealth Management
New York
$30K +$30.1K +190 New
OC
608
Oakworth Capital
Alabama
$28K
ZB
609
Zions Bancorporation
Utah
$27K -$2.54K -16 -9%
SFSIG
610
San Francisco Sentry Investment Group
California
$27K +$26.6K +168 New
CBT
611
Central Bank & Trust
Kentucky
$26K
AIS
612
Accurate Investment Solutions
Pennsylvania
$25K +$158 +1 +0.6%
HCC
613
Hirtle Callaghan & Co
Pennsylvania
$24K -$5.71K -36 -20%
WTC
614
WhitTier Trust Company
Nevada
$22K
AWMS
615
Advocacy Wealth Management Services
Georgia
$18K
BAM
616
Barrett Asset Management
New York
$18K
LNB
617
Ledyard National Bank
$18K
CPA
618
Clear Perspective Advisors
Illinois
$16K
NIC
619
Northwest Investment Counselors
Oregon
$16K +$15.8K +100 New
DBT
620
Dubuque Bank & Trust
Iowa
$15K -$23.8K -150 -61%
CTC
621
Central Trust Company
Missouri
$15K
WPA
622
West Paces Advisors
Georgia
$14.9K
VNA
623
Valley National Advisers
Pennsylvania
$14K
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$13K
GAM
625
Gemmer Asset Management
California
$12K