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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
H
701
Hexavest
Quebec, Canada
$7K
PCA
702
Providence Capital Advisors
North Carolina
$7K
TC
703
Truvestments Capital
Florida
$7K
BWM
704
Baystate Wealth Management
Massachusetts
$7K +$2.9K +18 +86%
HIA
705
Harbor Investment Advisory
Maryland
$6K -$10K -62 -65%
VNA
706
Valley National Advisers
Pennsylvania
$6K -$6.78K -42 -57%
MF
707
Manchester Financial
California
$6K
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$6K
HWM
709
HighMark Wealth Management
Minnesota
$6K +$323 +2 +6%
BBHC
710
Brown Brothers Harriman & Co
New York
$6K +$1.94K +12 +55%
IF
711
Ironwood Financial
Arizona
$6K +$5.16K +32 New
SFS
712
Sowell Financial Services
Arkansas
$5K -$12.1K -75 -73%
RCA
713
Ranch Capital Advisors
Florida
$5K
SBL
714
Sargent Bickham Lagudis
Colorado
$5K
SNT
715
Security National Trust
West Virginia
$5K
VCM
716
Versant Capital Management
Arizona
$5K
AIM
717
Arcadia Investment Management
Michigan
$5K +$4.03K +25 New
SL
718
Savior LLC
Massachusetts
$4K
RG
719
Retirement Group
California
$4K +$3.23K +20 New
AssetMark Inc
720
AssetMark Inc
California
$3K -$45.7K -283 -95%
LWM
721
Liberty Wealth Management
California
$3K -$3.07K -19 -53%
TWA
722
TCI Wealth Advisors
Arizona
$3K -$1.94K -12 -43%
SFSIG
723
San Francisco Sentry Investment Group
California
$3K
BCWM
724
Bartlett & Co Wealth Management
Ohio
$2.2K
CFB
725
Cullen/Frost Bankers
Texas
$2K -$22.6K -140 -93%

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.