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Parker-Hannifin

724 hedge funds and large institutions have $17.9B invested in Parker-Hannifin in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 226 increasing their positions, 270 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

3% more funds holding

Funds holding: 701724 (+23)

1.82% more ownership

Funds ownership: 81.02%82.85% (+1.8%)

2% more call options, than puts

Call options by funds: $73.5M | Put options by funds: $71.7M

1% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$101M)

16% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 270

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
15.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
98
Increased
226
Reduced
270
Closed
69
Calls
$73.5M
Puts
$71.7M
Net Calls
+$1.79M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
626
Thompson Siegel & Walmsley
Virginia
$51K
LF
627
Lee Financial
Texas
$50K
HR
628
Howe & Rusling
New York
$47K +$21.7K +126 +83%
LA
629
Legacy Advisors
Pennsylvania
$47K +$25.9K +150 +121%
CAPTRUST Financial Advisors
630
CAPTRUST Financial Advisors
North Carolina
$46K -$8.62K -50 -16%
MCA
631
Mercer Capital Advisers
New Jersey
$45K
AIM
632
Anchor Investment Management
South Carolina
$43.4K
TNBTD
633
Trustmark National Bank Trust Department
Mississippi
$43K
AssetMark Inc
634
AssetMark Inc
California
$43K +$2.07K +12 +5%
WB
635
Webster Bank
Connecticut
$42K
DWM
636
Destination Wealth Management
California
$42K +$30.7K +178 +254%
HCM
637
HMS Capital Management
Tennessee
$36K +$36.4K +211 New
WCM
638
Whitener Capital Management
North Carolina
$34K
TFS
639
TrustCore Financial Services
Tennessee
$34K +$172 +1 +0.5%
TPWA
640
TRUE Private Wealth Advisors
Oregon
$34K +$35.4K +205 New
PCM
641
Penserra Capital Management
California
$30K -$5.17K -30 -14%
CB
642
CNB Bank
Pennsylvania
$29K -$1.03K -6 -3%
CBT
643
Central Bank & Trust
Kentucky
$28K -$19.8K -115 -41%
AIS
644
Accurate Investment Solutions
Pennsylvania
$28K +$172 +1 +0.6%
GCM
645
Gables Capital Management
Florida
$27K
PCG
646
Private Capital Group
Connecticut
$27K +$16.6K +96 +126%
IWA
647
IBEX Wealth Advisors
New Jersey
$27K +$28.1K +163 New
SCM
648
Silvant Capital Management
Georgia
$26K
TL
649
TrueWealth LLC
Georgia
$26K
BCA
650
Berman Capital Advisors
Georgia
$24K +$1.9K +11 +8%

PH Hedge Fund Activity: Q2 2019 in Review

724 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2019, worth a combined $17.9B — up 0.57% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PH positions and 69 closed out — a net gain of 29 holders — while 226 added to existing stakes and 270 trimmed.

The largest buyer was Nuveen, adding an estimated $366M. The largest seller was Vulcan Value Partners, cutting an estimated $158M.

  • 724 institutional investors held Parker-Hannifin (PH) as of Q2 2019, up from 701 in Q1 2019.
  • Funds reported $17.9B of Parker-Hannifin stock for Q2 2019, up 0.57% quarter-over-quarter.
  • 98 funds opened new Parker-Hannifin positions in Q2 2019 and 69 closed out, a net change of +29 holders.
  • The largest Parker-Hannifin buyer in Q2 2019 was Nuveen, an estimated $366M added.
  • The largest Parker-Hannifin seller in Q2 2019 was Vulcan Value Partners, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2019.