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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
BWM
651
Baystate Wealth Management
Massachusetts
$4K
CPIG
652
Chicago Partners Investment Group
Illinois
$4K +$3.28K +20 New
BL
653
Balentine LLC
Georgia
$3K
CFA
654
Carroll Financial Associates
North Carolina
$3K
HFM
655
Hartford Financial Management
Connecticut
$3K
SWA
656
Sutton Wealth Advisors
Florida
$2.1K
BTIS
657
BB&T Investment Services
North Carolina
$2K -$6.9K -42 -79%
OFW
658
Omnia Family Wealth
Florida
$2K -$5.09K -31 -69%
TWA
659
TCI Wealth Advisors
Arizona
$2K -$2.3K -14 -52%
KF
660
Krilogy Financial
Missouri
$2K -$328 -2 -14%
SCA
661
Stuart Chaussee & Associates
California
$2K
CT
662
Chicago Trust
Illinois
$646 -$62.9K -383 -9%
JIM
663
Jupiter Investment Management
United Kingdom
-$121M -754,697 Closed
SC
664
Shellback Capital
Massachusetts
-$52.2M -326,666 Closed
CANY
665
Caxton Associates (New York)
New York
-$17.3M -108,400 Closed
SCM
666
Sandler Capital Management
New York
-$7.42M -46,416 Closed
LSA
667
L & S Advisors
California
-$4.79M -29,986 Closed
MC
668
Maverick Capital
Texas
-$3.99M -24,980 Closed
IAM
669
Impala Asset Management
Florida
-$3.82M -23,920 Closed
PIA
670
Piedmont Investment Advisors
North Carolina
-$3.53M -22,089 Closed
UFF
671
USA Financial Formulas
Michigan
-$3.44M -21,544 Closed
PDN
672
Pensionfund DSM Netherlands
Netherlands
-$3.42M -21,400 Closed
GH
673
GAM Holding
Switzerland
-$2.75M -17,228 Closed
SCM
674
Stevens Capital Management
Pennsylvania
-$2.65M -16,561 Closed
Jacobs Levy Equity Management
675
Jacobs Levy Equity Management
New Jersey
-$2.49M -15,564 Closed

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.