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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
TFO
676
Tarbox Family Office
California
$7K
NFG
677
Next Financial Group
Texas
$7K +$829 +5 +14%
NFH
678
NEXT Financial Holdings
Texas
$7K +$6.96K +42 New
ACA
679
Anchor Capital Advisors
Massachusetts
$6.18K +$5.97M +36,031 New
PFO
680
Pathstone Family Office
New Jersey
$5K -$67K -404 -93%
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$5K
AIA
682
Alera Investment Advisors
Illinois
$5K +$1.16K +7 +33%
CI
683
CX Institutional
Indiana
$5K +$4.64K +28 New
AF
684
Arrow Financial
New York
$4K
BWM
685
Baystate Wealth Management
Massachusetts
$4K
BCI
686
Brinker Capital Investments
Pennsylvania
$4K
FPFS
687
First Personal Financial Services
North Carolina
$4K +$3.65K +22 New
PCMK
688
Paragon Capital Management (Kansas)
Kansas
$4K +$4.31K +26 New
TWA
689
TCI Wealth Advisors
Arizona
$3K -$497 -3 -14%
CFA
690
Carroll Financial Associates
North Carolina
$3K
CFA
691
Camarda Financial Advisors
Florida
$3K +$3.15K +19 New
SWA
692
Sutton Wealth Advisors
Florida
$2.06K
AIM
693
Advantage Investment Management
Iowa
$2K
OFW
694
Omnia Family Wealth
Florida
$2K
WCM
695
WealthBridge Capital Management
Ohio
$2K
JCM
696
Julex Capital Management
Massachusetts
$1.37K +$1.33K +8 New
GTAM
697
Global Trust Asset Management
Florida
$1K
TI
698
Truehand Inc
New Hampshire
$1K
AA
699
Advisory Alpha
Michigan
$515 +$497 +3 New
CT
700
Chicago Trust
Illinois
$465 -$9.95K -60 -2%

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.