We are live on ! Find out more
PH icon

Parker-Hannifin

581 hedge funds and large institutions have $14.2B invested in Parker-Hannifin in 2015 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 171 increasing their positions, 248 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

3.09% more ownership

Funds ownership: 85.12%88.2% (+3.1%)

2% more funds holding

Funds holding: 571581 (+10)

2% less capital invested

Capital invested by funds: $14.4B → $14.2B (-$222M)

31% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 248

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

55% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $63.1M

Holders
581
Holders Change
+10
Holders Change %
+1.75%
% of All Funds
15.65%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
51
Increased
171
Reduced
248
Closed
38
Calls
$28.4M
Puts
$63.1M
Net Calls
-$34.7M
Net Calls Change
+$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.46B
Vanguard Group
2
Vanguard Group
Pennsylvania
$950M -$29.8M -246,666 -3%
LP
3
Longview Partners
Guernsey
$734M +$762M +6,308,749 New
VVP
4
Vulcan Value Partners
Alabama
$734M +$78.5M +649,948 +11%
State Street
5
State Street
Massachusetts
$726M -$56.4M -466,847 -7%
Harris Associates
6
Harris Associates
Illinois
$433M
Pzena Investment Management
7
Pzena Investment Management
New York
$413M -$13.5M -111,488 -3%
BIT
8
BlackRock Institutional Trust
California
$412M -$30.9M -255,787 -7%
Deutsche Bank
9
Deutsche Bank
Germany
$297M -$67.7M -560,608 -18%
Boston Partners
10
Boston Partners
Massachusetts
$292M +$16.8M +139,011 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$285M -$25.2M -208,946 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$281M -$32.8M -271,434 -10%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$280M +$101M +836,591 +53%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$266M +$24.9M +206,354 +10%
Northern Trust
15
Northern Trust
Illinois
$243M -$1.58M -13,060 -0.6%
BFA
16
BlackRock Fund Advisors
California
$236M -$10.2M -84,817 -4%
American Century Companies
17
American Century Companies
Missouri
$204M -$15.6M -129,041 -7%
Lazard Asset Management
18
Lazard Asset Management
New York
$192M +$26.7M +220,689 +15%
CIP
19
Cornerstone Investment Partners
Georgia
$183M -$46.5M -385,169 -20%
Bank of America
20
Bank of America
North Carolina
$142M +$41.9M +346,619 +40%
BG
21
BlackRock Group
United Kingdom
$139M -$4.76M -39,403 -3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$136M +$20.6M +170,751 +17%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$132M -$6.13M -50,699 -4%
NRECA
24
National Rural Electric Cooperative Association
Virginia
$123M
CB
25
Cooke & Bieler
Pennsylvania
$117M +$4.21M +34,814 +4%

PH Hedge Fund Activity: Q2 2015 in Review

581 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2015, worth a combined $14.2B — down 1.5% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PH positions and 38 closed out — a net gain of 13 holders — while 171 added to existing stakes and 248 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $762M. The largest seller was OppenheimerFunds, cutting an estimated $157M.

  • 581 institutional investors held Parker-Hannifin (PH) as of Q2 2015, up from 571 in Q1 2015.
  • Funds reported $14.2B of Parker-Hannifin stock for Q2 2015, down 1.5% quarter-over-quarter.
  • 51 funds opened new Parker-Hannifin positions in Q2 2015 and 38 closed out, a net change of +13 holders.
  • The largest Parker-Hannifin buyer in Q2 2015 was Longview Partners, an estimated $762M added.
  • The largest Parker-Hannifin seller in Q2 2015 was OppenheimerFunds, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2015.