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Parker-Hannifin

739 hedge funds and large institutions have $18.9B invested in Parker-Hannifin in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

39% more capital invested

Capital invested by funds: $13.6B → $18.9B (+$5.29B)

18% more call options, than puts

Call options by funds: $120M | Put options by funds: $101M

8% more funds holding

Funds holding: 687739 (+52)

1.01% less ownership

Funds ownership: 81.38%80.37% (-1%)

11% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 261

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
739
Holders Change
+52
Holders Change %
+7.57%
% of All Funds
15.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
123
Increased
232
Reduced
261
Closed
64
Calls
$120M
Puts
$101M
Net Calls
+$18.4M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B -$28.4M -175,859 -2%
BlackRock
2
BlackRock
New York
$1.58B +$797K +4,940 +0.1%
State Street
3
State Street
Massachusetts
$959M +$29.5M +182,925 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$938M -$43.2M -267,747 -5%
LP
5
Longview Partners
Guernsey
$926M -$264M -1,638,054 -24%
Capital World Investors
6
Capital World Investors
California
$753M -$236M -1,463,872 -26%
Aristotle Capital Management
7
Aristotle Capital Management
California
$694M +$9.7M +60,105 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$634M +$463M +2,872,051 +489%
Norges Bank
9
Norges Bank
Norway
$448M +$77.6M +480,773 +24%
Charles Schwab
10
Charles Schwab
California
$426M -$3.96M -24,559 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$373M -$4.28M -26,519 -1%
N
12
Nuveen
North Carolina
$358M +$18.5M +114,419 +6%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$318M +$12.2M +75,409 +5%
Northern Trust
14
Northern Trust
Illinois
$271M +$2.48M +15,346 +1%
Victory Capital Management
15
Victory Capital Management
Texas
$271M -$230M -1,423,729 -49%
Viking Global Investors
16
Viking Global Investors
Connecticut
$264M +$233M +1,442,793 New
Harris Associates
17
Harris Associates
Illinois
$263M -$66.2M -410,572 -22%
UBS Group
18
UBS Group
Switzerland
$261M -$49.4M -305,905 -18%
Ameriprise
19
Ameriprise
Minnesota
$252M +$25.5M +158,349 +13%
Principal Financial Group
20
Principal Financial Group
Iowa
$216M +$41.5M +257,436 +28%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$215M +$38M +235,681 +25%
Bank of America
22
Bank of America
North Carolina
$214M -$3.93M -24,372 -2%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$183M +$88.1M +546,242 +114%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$183M +$22.4M +139,042 +16%
Holocene Advisors
25
Holocene Advisors
New York
$174M -$100M -622,557 -40%

PH Hedge Fund Activity: Q2 2020 in Review

739 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2020, worth a combined $18.9B — up 39% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new PH positions and 64 closed out — a net gain of 59 holders — while 232 added to existing stakes and 261 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $463M. The largest seller was Citadel Advisors, cutting an estimated $265M.

  • 739 institutional investors held Parker-Hannifin (PH) as of Q2 2020, up from 687 in Q1 2020.
  • Funds reported $18.9B of Parker-Hannifin stock for Q2 2020, up 39% quarter-over-quarter.
  • 123 funds opened new Parker-Hannifin positions in Q2 2020 and 64 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2020 was T. Rowe Price Associates, an estimated $463M added.
  • The largest Parker-Hannifin seller in Q2 2020 was Citadel Advisors, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2020.