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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
CAPTRUST Financial Advisors
601
CAPTRUST Financial Advisors
North Carolina
$55K +$1.66K +10 +3%
ONST
602
Old North State Trust
North Carolina
$54K +$5.8K +35 +12%
TSW
603
Thompson Siegel & Walmsley
Virginia
$51K
APA
604
American Portfolios Advisors
New York
$50.8K
FC
605
Ferris Capital
Massachusetts
$50K -$403K -2,433 -89%
LF
606
Lee Financial
Texas
$50K
CBT
607
Central Bank & Trust
Kentucky
$48K -$2.16K -13 -4%
CCM
608
Cribstone Capital Management
Maine
$47K
MCA
609
Mercer Capital Advisers
New Jersey
$46K
AIM
610
Anchor Investment Management
South Carolina
$43.8K
TNBTD
611
Trustmark National Bank Trust Department
Mississippi
$43K
WB
612
Webster Bank
Connecticut
$42K
HFM
613
Harvest Fund Management
China
$42K +$40.8K +246 New
AssetMark Inc
614
AssetMark Inc
California
$41K +$1.66K +10 +4%
SLF
615
Sun Life Financial
Ontario, Canada
$38K -$24.2K -146 -40%
PCM
616
Penserra Capital Management
California
$36K -$38.3K -231 -52%
JIP
617
JBJ Investment Partners
South Carolina
$36K +$35K +211 New
GAM
618
Gemmer Asset Management
California
$35K +$20.7K +125 +162%
WCM
619
Whitener Capital Management
North Carolina
$34K
TFS
620
TrustCore Financial Services
Tennessee
$34K +$33.2K +200 New
PGWM
621
Parisi Gray Wealth Management
New Jersey
$33K
VCM
622
Versant Capital Management
Arizona
$33K
LFA
623
Legacy Financial Advisors
Kentucky
$31K +$6.47K +39 +27%
CB
624
CNB Bank
Pennsylvania
$30K -$15.9K -96 -35%
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$30K

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.