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Parker-Hannifin

701 hedge funds and large institutions have $18.9B invested in Parker-Hannifin in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 255 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$857M)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 255

1.36% less ownership

Funds ownership: 83.24%81.88% (-1.4%)

3% less funds holding

Funds holding: 724701 (-23)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 86

42% less call options, than puts

Call options by funds: $71M | Put options by funds: $122M

Holders
701
Holders Change
-23
Holders Change %
-3.18%
% of All Funds
15.33%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
64
Increased
242
Reduced
255
Closed
86
Calls
$71M
Puts
$122M
Net Calls
-$51.4M
Net Calls Change
-$53.2M

PH Hedge Fund Activity: Q3 2019 in Review

701 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2019, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PH and 64 opened new positions — a net loss of 22 holders — while 255 trimmed existing stakes and 242 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $166M. The largest seller was Schroder Investment Management Group, cutting an estimated $158M.

  • 701 institutional investors held Parker-Hannifin (PH) as of Q3 2019, down from 724 in Q2 2019.
  • Funds reported $18.9B of Parker-Hannifin stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 64 funds opened new Parker-Hannifin positions in Q3 2019 and 86 closed out, a net change of -22 holders.
  • The largest Parker-Hannifin buyer in Q3 2019 was Ceredex Value Advisors, an estimated $166M added.
  • The largest Parker-Hannifin seller in Q3 2019 was Schroder Investment Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2019.