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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B +$22.4M +136,550 +2%
BlackRock
2
BlackRock
New York
$1.51B +$31M +188,798 +2%
Capital World Investors
3
Capital World Investors
California
$1.01B
State Street
4
State Street
Massachusetts
$975M -$21.6M -131,720 -2%
LP
5
Longview Partners
Guernsey
$947M +$45.7M +278,500 +5%
Jennison Associates
6
Jennison Associates
New York
$897M -$148M -898,775 -15%
Norges Bank
7
Norges Bank
Norway
$571M +$36.9M +225,000 +7%
Harris Associates
8
Harris Associates
Illinois
$435M -$10.8M -65,950 -3%
TCIM
9
TIAA CREF Investment Management
New York
$415M +$44.2M +269,451 +13%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$332M -$10M -61,072 -3%
Northern Trust
11
Northern Trust
Illinois
$328M +$4.09M +24,894 +1%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$289M +$50.1M +304,870 +23%
UBS Group
13
UBS Group
Switzerland
$288M +$246M +1,498,831 +1,040%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$273M -$14.4M -87,961 -5%
American Century Companies
15
American Century Companies
Missouri
$247M -$55.9M -340,705 -19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$240M +$5.15M +31,342 +2%
T
17
Thomaspartners
Massachusetts
$232M +$3.87M +23,552 +2%
Deutsche Bank
18
Deutsche Bank
Germany
$198M +$58M +353,291 +45%
HA
19
Homestead Advisers
Virginia
$185M
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$181M +$6.1M +37,141 +3%
VVP
21
Vulcan Value Partners
Alabama
$179M -$10.5M -63,836 -6%
TA
22
Teachers Advisors
New York
$179M +$27.8M +169,369 +20%
Lazard Asset Management
23
Lazard Asset Management
New York
$179M +$16.4M +100,078 +11%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$177M -$2.74M -16,700 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$168M -$2.69M -16,382 -2%

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.