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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
AQR Capital Management
51
AQR Capital Management
Connecticut
$67.5M -$55.5M -338,236 -47%
O
52
OppenheimerFunds
New York
$66.8M +$2.1M +12,767 +3%
PPA
53
Parametric Portfolio Associates
Washington
$66.6M +$5.41M +32,967 +9%
Stifel Financial
54
Stifel Financial
Missouri
$62.5M -$603K -3,675 -1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$62.1M +$1.77M +10,761 +3%
TPCM
56
Tide Point Capital Management
Connecticut
$59.1M +$12.3M +74,647 +28%
AT
57
AMF Tjänstepension
Sweden
$59M +$8.73M +53,193 +19%
Axa
58
Axa
France
$59M +$37.9M +230,673 +217%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$57.8M +$3.26M +19,850 +6%
AllianceBernstein
60
AllianceBernstein
Tennessee
$57.2M -$14.3M -86,925 -21%
Korea Investment Corp
61
Korea Investment Corp
South Korea
$56.2M +$1.44M +8,800 +3%
Allianz Asset Management
62
Allianz Asset Management
Germany
$54.8M +$35.3M +214,954 +220%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$53.5M -$24.2M -147,662 -33%
Invesco
64
Invesco
Georgia
$50.9M -$9.51M -57,930 -17%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$48.7M -$487K -2,963 -1%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$48.4M -$1.87M -11,402 -4%
SC
67
Saturna Capital
Washington
$48.3M
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$47.6M -$23.2M -141,174 -34%
CS
69
Credit Suisse
Switzerland
$43.9M +$21K +128 +0.1%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$43M +$2.41M +14,697 +6%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$42.6M +$1.53M +9,330 +4%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$41.6M -$845K -5,145 -2%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$40.9M +$32.8M +199,487 +582%
CM
74
Castleark Management
Illinois
$40.5M +$773K +4,707 +2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$39.7M -$3M -18,267 -7%

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.