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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
PWM
601
Perigon Wealth Management
California
$34K
AWM
602
AllSquare Wealth Management
New York
$31K -$2.3K -14 -7%
HR
603
Howe & Rusling
New York
$30K -$9.85K -60 -26%
VCM
604
Versant Capital Management
Arizona
$30K -$3.45K -21 -11%
FWM
605
Focused Wealth Management
New York
$30K +$18.6K +113 +202%
CBT
606
Central Bank & Trust
Kentucky
$29K
AIS
607
Accurate Investment Solutions
Pennsylvania
$28K
OC
608
Oakworth Capital
Alabama
$28K
VFA
609
Virtus Fund Advisers
Connecticut
$27K -$32.8K -200 -56%
TRCT
610
Tower Research Capital (TRC)
New York
$26K +$16.1K +98 +185%
WTC
611
WhitTier Trust Company
Nevada
$24K
IP
612
Isthmus Partners
Wisconsin
$23K -$66.8K -407 -75%
RFS
613
Rockefeller Financial Services
New York
$23K +$21.8K +133 New
LA
614
Legacy Advisors
Pennsylvania
$21K +$20.4K +124 New
LNB
615
Ledyard National Bank
$20K
OIA
616
OneDigital Investment Advisors
Kansas
$19K -$19.9K -121 -53%
CPA
617
Clear Perspective Advisors
Illinois
$18K
NIC
618
Northwest Investment Counselors
Oregon
$18K
IWM
619
IHT Wealth Management
Illinois
$17K -$3.28K -20 -17%
VNA
620
Valley National Advisers
Pennsylvania
$17K +$1.64K +10 +11%
WPA
621
West Paces Advisors
Georgia
$16.3K
CTC
622
Central Trust Company
Missouri
$16K
OFS
623
Orrstown Financial Services
Pennsylvania
$16K +$14.8K +90 New
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$15K
DBT
625
Dubuque Bank & Trust
Iowa
$14K -$2.3K -14 -15%

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.