Parker-Hannifin
687 hedge funds and large institutions have $13.6B invested in Parker-Hannifin in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 242 increasing their positions, 267 reducing their positions, and 159 closing their positions.
126% more call options, than puts
Call options by funds: $98.6M | Put options by funds: $43.5M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.04% more ownership
Funds ownership: 81.34% → 81.38% (+0.04%)
9% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 267
12% less funds holding
Funds holding: 779 → 687 (-92)
37% less capital invested
Capital invested by funds: $21.5B → $13.6B (-$7.92B)
53% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$318M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$276M |
| 3 |
Holocene Advisors
New York
|
+$198M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$172M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$80.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$399M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$336M |
| 3 |
Jennison Associates
New York
|
-$116M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$84.7M |
| 5 |
Lazard Asset Management
New York
|
-$69.7M |
PH Hedge Fund Activity: Q1 2020 in Review
687 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2020, worth a combined $13.6B — down 37% from $21.5B a quarter earlier.
Sellers outnumbered buyers: 159 funds closed out of PH and 75 opened new positions — a net loss of 84 holders — while 267 trimmed existing stakes and 242 added.
The largest buyer was Charles Schwab, adding an estimated $318M. The largest seller was Capital World Investors, cutting an estimated $399M.
- 687 institutional investors held Parker-Hannifin (PH) as of Q1 2020, down from 779 in Q4 2019.
- Funds reported $13.6B of Parker-Hannifin stock for Q1 2020, down 37% quarter-over-quarter.
- 75 funds opened new Parker-Hannifin positions in Q1 2020 and 159 closed out, a net change of -84 holders.
- The largest Parker-Hannifin buyer in Q1 2020 was Charles Schwab, an estimated $318M added.
- The largest Parker-Hannifin seller in Q1 2020 was Capital World Investors, an estimated $399M sold.
Based on aggregated 13F filings for Q1 2020.