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Parker-Hannifin

739 hedge funds and large institutions have $18.9B invested in Parker-Hannifin in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

39% more capital invested

Capital invested by funds: $13.6B → $18.9B (+$5.29B)

18% more call options, than puts

Call options by funds: $120M | Put options by funds: $101M

8% more funds holding

Funds holding: 687739 (+52)

1.01% less ownership

Funds ownership: 81.38%80.37% (-1%)

11% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 261

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
739
Holders Change
+52
Holders Change %
+7.57%
% of All Funds
15.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
123
Increased
232
Reduced
261
Closed
64
Calls
$120M
Puts
$101M
Net Calls
+$18.4M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
651
TrueWealth LLC
Georgia
$27K
WB
652
Webster Bank
Connecticut
$27K
NIM
653
NuWave Investment Management
New Jersey
$27K +$23.6K +146 New
RA
654
Rational Advisors
New York
$27K +$23.6K +146 New
LAS
655
Lloyd Advisory Services
Georgia
$27K +$24.2K +150 New
CTC
656
Central Trust Company
Missouri
$26K +$8.07K +50 +53%
ME
657
McIlrath & Eck
Washington
$24K
ZB
658
Zions Bancorporation
Utah
$24K +$3.07K +19 +17%
SCM
659
Silvant Capital Management
Georgia
$23K
BFC
660
Bedel Financial Consulting
Indiana
$21K
RTC
661
Riverview Trust Company
Washington
$21K
GAM
662
Gemmer Asset Management
California
$20K
POIA
663
Pin Oak Investment Advisors
Texas
$20K
VFA
664
Valeo Financial Advisors
Indiana
$20K +$13.9K +86 +344%
PG
665
Proffitt & Goodson
Tennessee
$20K +$17.6K +109 New
BL
666
Balentine LLC
Georgia
$19K +$9.84K +61 +139%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$308K -1,907 -95%
GCM
668
Gables Capital Management
Florida
$18K
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$18K
MRCM
670
M&R Capital Management
New Jersey
$18K
EI
671
Ellevest Inc
New York
$18K +$11.3K +70 +233%
AW
672
Alpha Windward
Massachusetts
$18K +$16K +99 New
AF
673
Arrow Financial
New York
$17K -$4.03K -25 -21%
SSB
674
Sandy Spring Bank
Maryland
$17K
LC
675
Lindbrook Capital
California
$17K +$484 +3 +3%

PH Hedge Fund Activity: Q2 2020 in Review

739 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2020, worth a combined $18.9B — up 39% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new PH positions and 64 closed out — a net gain of 59 holders — while 232 added to existing stakes and 261 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $463M. The largest seller was Citadel Advisors, cutting an estimated $265M.

  • 739 institutional investors held Parker-Hannifin (PH) as of Q2 2020, up from 687 in Q1 2020.
  • Funds reported $18.9B of Parker-Hannifin stock for Q2 2020, up 39% quarter-over-quarter.
  • 123 funds opened new Parker-Hannifin positions in Q2 2020 and 64 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2020 was T. Rowe Price Associates, an estimated $463M added.
  • The largest Parker-Hannifin seller in Q2 2020 was Citadel Advisors, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2020.