We are live on ! Find out more
PH icon

Parker-Hannifin

643 hedge funds and large institutions have $15.2B invested in Parker-Hannifin in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $13.2B → $15.2B (+$2.06B)

7% more funds holding

Funds holding: 602643 (+41)

1.88% more ownership

Funds ownership: 80.31%82.19% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 243

24% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $110M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
16.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
96
Increased
189
Reduced
243
Closed
47
Calls
$83.6M
Puts
$110M
Net Calls
-$26.6M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
126
Axa
France
$14.2M -$7.47M -56,157 -36%
N
127
Nuveen
North Carolina
$14.2M +$4.2M +31,584 +45%
Allianz Asset Management
128
Allianz Asset Management
Germany
$13.8M +$2.02M +15,198 +18%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$13.5M +$12.8M +96,593 New
Calamos Advisors
130
Calamos Advisors
Illinois
$13.5M +$12.6M +94,394 +4,804%
WRF
131
Waddell & Reed Financial
Kansas
$13.5M -$2.91M -21,920 -19%
WBC
132
Westpac Banking Corp
Australia
$13.2M +$9.79M +73,631 +871%
Marshall Wace
133
Marshall Wace
United Kingdom
$13.2M +$12.5M +94,202 New
AIG
134
American International Group
New York
$12.8M -$453K -3,409 -4%
Citigroup
135
Citigroup
New York
$12.7M +$419K +3,148 +4%
Aviva
136
Aviva
United Kingdom
$12.4M +$600K +4,514 +5%
DCM
137
Dupont Capital Management
Delaware
$12.4M +$1.65M +12,384 +16%
KCM
138
Kornitzer Capital Management
Kansas
$12.2M -$4.78M -35,915 -29%
MG
139
Markel Group
Virginia
$11.6M +$1.6M +12,000 +17%
BC
140
Burney Company
Virginia
$11.5M -$346K -2,603 -3%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$11.4M -$250K -1,881 -2%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.3M -$328K -2,466 -3%
AG
143
Aperio Group
California
$11.2M -$839K -6,310 -7%
CCI
144
Columbus Circle Investors
$11M +$336K +2,525 +3%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$10.9M +$66.5K +500 +0.6%
Alyeska Investment Group
146
Alyeska Investment Group
Illinois
$10.8M +$10.3M +77,451 New
QAM
147
QCI Asset Management
New York
$10.7M +$10.1M +76,046 +91,622%
PP
148
Prudential plc
United Kingdom
$10.5M -$1.65M -12,408 -14%
SC
149
Shellback Capital
Massachusetts
$10.5M +$9.94M +74,717 New
EVM
150
Eaton Vance Management
Massachusetts
$10.3M -$120K -899 -1%

PH Hedge Fund Activity: Q4 2016 in Review

643 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2016, worth a combined $15.2B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PH positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 243 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $576M. The largest seller was Bank of America, cutting an estimated $381M.

  • 643 institutional investors held Parker-Hannifin (PH) as of Q4 2016, up from 602 in Q3 2016.
  • Funds reported $15.2B of Parker-Hannifin stock for Q4 2016, up 16% quarter-over-quarter.
  • 96 funds opened new Parker-Hannifin positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Parker-Hannifin buyer in Q4 2016 was Jennison Associates, an estimated $576M added.
  • The largest Parker-Hannifin seller in Q4 2016 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2016.