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Parker-Hannifin

643 hedge funds and large institutions have $15.2B invested in Parker-Hannifin in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $13.2B → $15.2B (+$2.06B)

7% more funds holding

Funds holding: 602643 (+41)

1.88% more ownership

Funds ownership: 80.31%82.19% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 243

24% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $110M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
16.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
96
Increased
189
Reduced
243
Closed
47
Calls
$83.6M
Puts
$110M
Net Calls
-$26.6M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$5K
JFA
627
JNBA Financial Advisors
Minnesota
$4K -$201K -1,508 -98%
MSFP
628
Mark Sheptoff Financial Planning
Connecticut
$4K
AA
629
Apriem Advisors
California
$4K +$3.86K +29 New
BL
630
Balentine LLC
Georgia
$3K
HFM
631
Hartford Financial Management
Connecticut
$3K
WTB
632
Washington Trust Bank
Washington
$2K -$37.1K -279 -96%
AIM
633
Advantage Investment Management
Iowa
$2K
CFA
634
Carroll Financial Associates
North Carolina
$2K
KF
635
Krilogy Financial
Missouri
$2K
ZB
636
Zions Bancorporation
Utah
$2K
PCP
637
Proficio Capital Partners
Massachusetts
$2K +$1.46K +11 New
DPA
638
Delphi Private Advisors
California
$1K
FNBT
639
FineMark National Bank & Trust
Florida
$1K
PRS
640
Pinkerton Retirement Specialists
Idaho
$1K
LS
641
Livforsakringsbolaget Skandia
Sweden
$972 -$37.3M -280,304 -98%
SWA
642
Sutton Wealth Advisors
Florida
$840
SLF
643
Sun Life Financial
Ontario, Canada
$71 +$1.33K +10 New
Renaissance Technologies
644
Renaissance Technologies
New York
-$46.8M -372,550 Closed
PC
645
PointState Capital
New York
-$46.6M -371,300 Closed
RRAM
646
River Road Asset Management
Kentucky
-$46.5M -370,134 Closed
CIP
647
Champlain Investment Partners
Vermont
-$44.4M -353,610 Closed
MTB
648
Mizuho Trust & Banking
Japan
-$27.1M -216,234 Closed
HEIP
649
Hudson Edge Investment Partners
New Jersey
-$9.77M -77,844 Closed
D.E. Shaw & Co
650
D.E. Shaw & Co
New York
-$9.21M -69,292 Closed

PH Hedge Fund Activity: Q4 2016 in Review

643 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2016, worth a combined $15.2B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PH positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 243 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $576M. The largest seller was Bank of America, cutting an estimated $381M.

  • 643 institutional investors held Parker-Hannifin (PH) as of Q4 2016, up from 602 in Q3 2016.
  • Funds reported $15.2B of Parker-Hannifin stock for Q4 2016, up 16% quarter-over-quarter.
  • 96 funds opened new Parker-Hannifin positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Parker-Hannifin buyer in Q4 2016 was Jennison Associates, an estimated $576M added.
  • The largest Parker-Hannifin seller in Q4 2016 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2016.