We are live on ! Find out more
PH icon

Parker-Hannifin

700 hedge funds and large institutions have $18.9B invested in Parker-Hannifin in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 256 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: $17.9B → $18.9B (+$936M)

0.97% less ownership

Funds ownership: 82.85%81.88% (-0.97%)

6% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 256

3% less funds holding

Funds holding: 724700 (-24)

27% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 86

42% less call options, than puts

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

Holders
700
Holders Change
-24
Holders Change %
-3.31%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
63
Increased
241
Reduced
256
Closed
86
Calls
$71M
Puts
$122M
Net Calls
-$51.4M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B +$8.52M +50,115 +0.5%
BlackRock
2
BlackRock
New York
$1.53B +$54.7M +321,639 +4%
Capital World Investors
3
Capital World Investors
California
$1.48B +$14.2M +83,318 +1%
LP
4
Longview Partners
Guernsey
$1.2B +$2.11M +12,380 +0.2%
State Street
5
State Street
Massachusetts
$920M -$16.8M -98,722 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$884M -$3.54M -20,824 -0.4%
Aristotle Capital Management
7
Aristotle Capital Management
California
$418M +$2.56M +15,038 +0.7%
Harris Associates
8
Harris Associates
Illinois
$390M -$30.4M -178,923 -8%
Norges Bank
9
Norges Bank
Norway
$372M -$66.3M -390,000 -16%
N
10
Nuveen
North Carolina
$344M -$60.7M -356,619 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$342M +$7.45M +43,808 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$322M +$6.86M +40,326 +2%
UBS Group
13
UBS Group
Switzerland
$307M -$82.4M -484,327 -22%
Victory Capital Management
14
Victory Capital Management
Texas
$299M +$47.8M +281,162 +20%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$290M +$6.35M +37,353 +2%
CSIA
16
Charles Schwab Investment Advisory
California
$287M +$9.7M +57,061 +4%
Northern Trust
17
Northern Trust
Illinois
$276M -$7.29M -42,880 -3%
VVP
18
Vulcan Value Partners
Alabama
$222M +$5.09M +29,908 +2%
MIHAS
19
Maj Invest Holding A/S
Denmark
$208M +$1.44M +8,471 +0.7%
Bank of America
20
Bank of America
North Carolina
$204M -$25.1M -147,675 -12%
Boston Partners
21
Boston Partners
Massachusetts
$198M -$28.6M -168,146 -13%
Ameriprise
22
Ameriprise
Minnesota
$186M +$12.7M +74,386 +8%
HA
23
Homestead Advisers
Virginia
$184M -$5.9M -34,675 -3%
CVA
24
Ceredex Value Advisors
Florida
$176M +$166M +974,400 New
Principal Financial Group
25
Principal Financial Group
Iowa
$166M +$18.2M +106,721 +13%

PH Hedge Fund Activity: Q3 2019 in Review

700 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2019, worth a combined $18.9B — up 5.2% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PH and 63 opened new positions — a net loss of 23 holders — while 256 trimmed existing stakes and 241 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $166M. The largest seller was Goldman Sachs, cutting an estimated $85.1M.

  • 700 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 5.2% quarter-over-quarter.
  • 63 funds opened new Parker-Hannifin positions in Q3 2019 and 86 closed out, a net change of -23 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 Goldman Sachs, an estimated $85.1M sold.

Based on aggregated 13F filings for Q3 2019.