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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
AIS
626
Accurate Investment Solutions
Pennsylvania
$28K
GCM
627
Gables Capital Management
Florida
$27K
SCM
628
Silvant Capital Management
Georgia
$27K
DBT
629
Dubuque Bank & Trust
Iowa
$27K +$12.9K +78 +98%
TL
630
TrueWealth LLC
Georgia
$26K
HR
631
Howe & Rusling
New York
$26K +$2.82K +17 +13%
CLOS
632
Compagnie Lombard Odier SCmA
Switzerland
$24K
MNBTD
633
Moody National Bank Trust Division
Texas
$24K +$4.48K +27 +24%
WTC
634
WhitTier Trust Company
Nevada
$23K
BCA
635
Berman Capital Advisors
Georgia
$23K +$6.96K +42 +45%
CIAS
636
Capital Investment Advisory Services
North Carolina
$21K
LA
637
Legacy Advisors
Pennsylvania
$21K +$20.6K +124 New
VNA
638
Valley National Advisers
Pennsylvania
$20K
BFC
639
Bedel Financial Consulting
Indiana
$20K +$166 +1 +0.9%
RFA
640
Reilly Financial Advisors
California
$20K +$497 +3 +3%
CH
641
Canton Hathaway
Rhode Island
$20K +$19.4K +117 New
POIA
642
Pin Oak Investment Advisors
Texas
$19K
RTC
643
Riverview Trust Company
Washington
$19K
FCA
644
FinTrust Capital Advisors
South Carolina
$18K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$18K +$4.48K +27 +34%
AWM
646
Avior Wealth Management
Nebraska
$18K +$17.7K +107 New
VFA
647
Valeo Financial Advisors
Indiana
$17K
CTC
648
Central Trust Company
Missouri
$16K
WPA
649
West Paces Advisors
Georgia
$16K
MSA
650
Marino Stram & Associates
Massachusetts
$15K

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.