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Parker-Hannifin

701 hedge funds and large institutions have $17.8B invested in Parker-Hannifin in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 222 increasing their positions, 272 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $115M | Put options by funds: $84.8M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $15.5B → $17.8B (+$2.29B)

2% more funds holding

Funds holding: 684701 (+17)

1.53% more ownership

Funds ownership: 79.49%81.02% (+1.5%)

18% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 272

Holders
701
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
15.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
222
Reduced
272
Closed
55
Calls
$115M
Puts
$84.8M
Net Calls
+$30.2M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
201
Utah Retirement Systems
Utah
$4.17M -$64.2K -387 -2%
GWM
202
Greenwich Wealth Management
Connecticut
$4.17M -$24K -145 -0.6%
FHA
203
First Horizon Advisors
Tennessee
$4.12M +$276K +1,662 +7%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$4M -$2.66M -16,021 -41%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.99M +$33.2K +200 +0.9%
ZIG
206
Zurich Insurance Group
Switzerland
$3.86M -$1.88M -11,340 -34%
EWA
207
Exencial Wealth Advisors
Oklahoma
$3.77M -$83.2K -502 -2%
CWM
208
CIBC World Markets
New York
$3.72M -$226K -1,364 -6%
MHIC
209
Marble Harbor Investment Counsel
Massachusetts
$3.72M +$108K +650 +3%
CS
210
Candriam SCA
Luxembourg
$3.7M +$300K +1,810 +9%
PP
211
Paloma Partners
Connecticut
$3.69M +$3.56M +21,495 New
CSS
212
Cubist Systematic Strategies
Connecticut
$3.69M +$58.7K +354 +2%
Fuller & Thaler Asset Management
213
Fuller & Thaler Asset Management
California
$3.62M -$767K -4,627 -18%
Nomura Asset Management
214
Nomura Asset Management
Japan
$3.61M -$99.8K -602 -3%
OC
215
Oppenheimer & Co
New York
$3.5M +$167K +1,009 +5%
CAM
216
Carret Asset Management
New York
$3.5M -$166K -1,000 -5%
MA
217
MUFG Americas
New York
$3.45M -$58.9K -355 -2%
LMIM
218
Lockheed Martin Investment Management
Maryland
$3.4M +$3.28M +19,800 New
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$3.37M -$47.9K -289 -1%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$3.34M -$166K -1,000 -5%
NAM
221
Nissay Asset Management
Japan
$3.22M -$338K -2,040 -10%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$3.18M -$94K -567 -3%
MSA
223
Mason Street Advisors
Wisconsin
$3.17M -$33.7K -203 -1%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$3.16M -$20.6K -124 -0.7%
Man Group
225
Man Group
United Kingdom
$3.14M -$5.47M -32,984 -64%

PH Hedge Fund Activity: Q1 2019 in Review

701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2019, worth a combined $17.8B — up 15% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PH positions and 55 closed out — a net gain of 21 holders — while 222 added to existing stakes and 272 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Vulcan Value Partners, cutting an estimated $125M.

  • 701 institutional investors held Parker-Hannifin (PH) as of Q1 2019, up from 684 in Q4 2018.
  • Funds reported $17.8B of Parker-Hannifin stock for Q1 2019, up 15% quarter-over-quarter.
  • 76 funds opened new Parker-Hannifin positions in Q1 2019 and 55 closed out, a net change of +21 holders.
  • The largest Parker-Hannifin buyer in Q1 2019 was UBS Group, an estimated $163M added.
  • The largest Parker-Hannifin seller in Q1 2019 was Vulcan Value Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2019.