We are live on ! Find out more
PH icon

Parker-Hannifin
PH

714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $18.8B → $21.7B (+$2.9B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 662 → 714 (+52)

1.08% more ownership

Funds ownership: 80.62% → 81.7% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 249

61% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $240M

Holders
714
Holders Change
+52
Holders Change %
+7.85%
% of All Funds
16.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
102
Increased
241
Reduced
249
Closed
45
Calls
$94.4M
Puts
$240M
Net Calls
-$146M
Net Calls Change
+$19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
2
Capital World Investors
Capital World Investors
California
+$155M
3
JP Morgan Chase
JP Morgan Chase
New York
+$148M
4
Boston Partners
Boston Partners
Massachusetts
+$120M
5
Jennison Associates
Jennison Associates
New York
+$97.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$177M
2
Renaissance Technologies
Renaissance Technologies
New York
-$117M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.8M
4
TPCM
Tide Point Capital Management
Connecticut
-$59.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
701
Hartford Financial Management
Connecticut
$3K – – –
OFW
702
Omnia Family Wealth
Florida
$3K – – –
TWA
703
TCI Wealth Advisors
Arizona
$3K – – –
NIM
704
NuWave Investment Management
New Jersey
$3K +$3.16K +17 New
SWA
705
Sutton Wealth Advisors
Florida
$2.4K – – –
KF
706
Krilogy Financial
Missouri
$2K – – –
SCA
707
Stuart Chaussee & Associates
California
$2K – – –
AWA
708
Acorn Wealth Advisors
Michigan
$2K +$1.49K +8 New
GI
709
Gradient Investments
Minnesota
$2K +$1.86K +10 New
MFW
710
Mosaic Family Wealth
Missouri
$2K +$2.04K +11 New
AC
711
Avestar Capital
New York
$2K +$2.42K +13 New
SIS
712
Sound Income Strategies
Florida
$1K +$744 +4 New
FGC
713
Financial Gravity Companies
Texas
$1K +$930 +5 New
PCG
714
Private Capital Group
Connecticut
$152 +$142K +762 New
Hotchkis & Wiley Capital Management
715
Hotchkis & Wiley Capital Management
California
– -$177M -1,012,095 Closed
TPCM
716
Tide Point Capital Management
Connecticut
– -$59.1M -337,417 Closed
PI
717
PGGM Investments
Netherlands
– -$33.2M -189,802 Closed
Credit Agricole
718
Credit Agricole
France
– -$21M -119,806 Closed
Viking Global Investors
719
Viking Global Investors
Connecticut
– -$16M -91,228 Closed
SCP
720
Seizert Capital Partners
Michigan
– -$14.9M -85,277 Closed
Point72 Asset Management
721
Point72 Asset Management
Connecticut
– -$8.09M -46,200 Closed
NFA
722
Nationwide Fund Advisors
Ohio
– -$7.69M -43,960 Closed
JG
723
Jefferies Group
New York
– -$6.82M -38,952 Closed
MWNA
724
Marshall Wace North America
New York
– -$6.65M -37,981 Closed
Squarepoint
725
Squarepoint
New York
– -$5.05M -28,845 Closed
27 28
29
30 31

PH Hedge Fund Activity: Q4 2017 in Review

714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.

  • 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
  • Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
  • The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
  • The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.