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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
HRCM
626
Hood River Capital Management
Florida
$14K
GAM
627
Gemmer Asset Management
California
$13K
PG
628
Patten Group
Tennessee
$13K
PFBT
629
Parkside Financial Bank & Trust
Missouri
$12K
AIL
630
AGF Investments LLC
Ontario, Canada
$11K
CI Investments Inc
631
CI Investments Inc
Ontario, Canada
$11K +$328 +2 +3%
GRP
632
Global Retirement Partners
California
$11K +$2.3K +14 +27%
PMFA
633
Plante Moran Financial Advisors
Michigan
$11K +$4.6K +28 +85%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$4.93K +30 +91%
PCFFS
635
Pacific Center for Financial Services
California
$9K
SBL
636
Sargent Bickham Lagudis
Colorado
$9K
SC
637
Skylands Capital
Wisconsin
$9K
TFO
638
Tarbox Family Office
California
$9K +$1.64K +10 +25%
CAPTRUST Financial Advisors
639
CAPTRUST Financial Advisors
North Carolina
$9K +$8.21K +50 New
AWMS
640
Advocacy Wealth Management Services
Georgia
$8K -$11.3K -69 -62%
IP
641
Intellectus Partners
California
$8K
TC
642
Trust Company
Kansas
$8K
TDC
643
Thompson Davis & Co
Virginia
$7K -$493 -3 -7%
RFA
644
Reilly Financial Advisors
California
$6K +$5.58K +34 New
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$6K +$5.75K +35 New
AAP
646
Arax Advisory Partners
Colorado
$5K -$74.2K -452 -94%
MSFP
647
Mark Sheptoff Financial Planning
Connecticut
$5K
FPFS
648
First Personal Financial Services
North Carolina
$5K +$4.93K +30 New
IIC
649
Integrated Investment Consultants
Michigan
$5K +$5.09K +31 New
AF
650
Arrow Financial
New York
$4K

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.