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Parker-Hannifin

700 hedge funds and large institutions have $19.8B invested in Parker-Hannifin in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

23% more call options, than puts

Call options by funds: $147M | Put options by funds: $119M

18% more capital invested

Capital invested by funds: $16.8B → $19.8B (+$3.01B)

3% more funds holding

Funds holding: 677700 (+23)

0.17% more ownership

Funds ownership: 81.81%81.98% (+0.17%)

16% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 263

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
700
Holders Change
+23
Holders Change %
+3.4%
% of All Funds
16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
81
Increased
221
Reduced
263
Closed
52
Calls
$147M
Puts
$119M
Net Calls
+$27.1M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B +$17.2M +99,942 +1%
BlackRock
2
BlackRock
New York
$1.5B -$6.09M -35,474 -0.4%
Capital World Investors
3
Capital World Investors
California
$1.37B +$23.2M +135,135 +2%
State Street
4
State Street
Massachusetts
$952M +$23.3M +135,856 +3%
Jennison Associates
5
Jennison Associates
New York
$763M -$122M -711,933 -15%
LP
6
Longview Partners
Guernsey
$731M -$8.61M -50,106 -1%
VVP
7
Vulcan Value Partners
Alabama
$580M -$4.26M -24,785 -0.8%
Norges Bank
8
Norges Bank
Norway
$558M -$79.2M -460,898 -13%
JP Morgan Chase
9
JP Morgan Chase
New York
$541M +$44.4M +258,502 +10%
Harris Associates
10
Harris Associates
Illinois
$458M +$131K +765 +0%
UBS Group
11
UBS Group
Switzerland
$450M +$28.5M +165,630 +7%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$437M -$28.1M -163,692 -6%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$305M +$8.08M +47,057 +3%
Aristotle Capital Management
14
Aristotle Capital Management
California
$303M +$283M +1,646,532 New
Northern Trust
15
Northern Trust
Illinois
$296M -$6.01M -34,963 -2%
Boston Partners
16
Boston Partners
Massachusetts
$296M +$14.4M +83,595 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$290M +$7.45M +43,398 +3%
TCIM
18
TIAA CREF Investment Management
New York
$277M -$18M -104,567 -6%
Victory Capital Management
19
Victory Capital Management
Texas
$270M +$57.4M +333,898 +29%
CSIA
20
Charles Schwab Investment Advisory
California
$257M +$3.49M +20,316 +1%
Goldman Sachs
21
Goldman Sachs
New York
$219M +$22.2M +129,063 +12%
Deutsche Bank
22
Deutsche Bank
Germany
$205M -$31.3M -182,393 -14%
Lazard Asset Management
23
Lazard Asset Management
New York
$204M -$25.8M -149,986 -12%
Bank of America
24
Bank of America
North Carolina
$195M +$22M +128,345 +14%
HA
25
Homestead Advisers
Virginia
$194M

PH Hedge Fund Activity: Q3 2018 in Review

700 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2018, worth a combined $19.8B — up 18% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PH positions and 52 closed out — a net gain of 29 holders — while 221 added to existing stakes and 263 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $283M. The largest seller was VOYA Investment Management, cutting an estimated $161M.

  • 700 institutional investors held Parker-Hannifin (PH) as of Q3 2018, up from 677 in Q2 2018.
  • Funds reported $19.8B of Parker-Hannifin stock for Q3 2018, up 18% quarter-over-quarter.
  • 81 funds opened new Parker-Hannifin positions in Q3 2018 and 52 closed out, a net change of +29 holders.
  • The largest Parker-Hannifin buyer in Q3 2018 was Aristotle Capital Management, an estimated $283M added.
  • The largest Parker-Hannifin seller in Q3 2018 was VOYA Investment Management, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2018.