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Parker-Hannifin

979 hedge funds and large institutions have $32.9B invested in Parker-Hannifin in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 334 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more capital invested

Capital invested by funds: $28.8B → $32.9B (+$4.06B)

12% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 299

10% more funds holding

Funds holding: 889979 (+90)

0.97% more ownership

Funds ownership: 79.8%80.77% (+0.97%)

60% less call options, than puts

Call options by funds: $97.9M | Put options by funds: $244M

Holders
979
Holders Change
+90
Holders Change %
+10.12%
% of All Funds
15.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
175
Increased
334
Reduced
299
Closed
69
Calls
$97.9M
Puts
$244M
Net Calls
-$146M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
276
Metropolitan Life Insurance Company (MetLife)
New York
$5.01M -$89.1K -288 -2%
GF
277
Gabelli Funds
New York
$4.97M -$65K -210 -1%
WBC
278
Westpac Banking Corp
Australia
$4.95M -$1.53M -4,953 -24%
PAM
279
Pegasus Asset Management
New York
$4.94M +$88.8K +287 +2%
SCM
280
SKBA Capital Management
California
$4.9M
OC
281
Oppenheimer & Co
New York
$4.79M -$135K -438 -3%
PL
282
Parkwood LLC
Ohio
$4.77M +$4.64M +15,000 New
Twin Tree Management
283
Twin Tree Management
Texas
$4.75M +$4.25M +13,732 +1,139%
NAM
284
Nissay Asset Management
Japan
$4.72M -$60K -194 -1%
PAG
285
Private Advisor Group
New Jersey
$4.7M +$1.7M +5,489 +59%
FLPIM
286
F.L. Putnam Investment Management
Massachusetts
$4.67M +$333K +1,077 +8%
SAM
287
Stewart Asset Management
New York
$4.5M -$797K -2,576 -15%
BFO
288
Boston Family Office
Massachusetts
$4.49M -$454K -1,469 -9%
MC
289
Mathes Company
New York
$4.48M -$84.1K -272 -2%
IAA
290
Independent Advisor Alliance
North Carolina
$4.37M -$59.4K -192 -1%
Cerity Partners
291
Cerity Partners
New York
$4.22M +$602K +1,945 +17%
HIMCH
292
Hartford Investment Management Co (HIMCO)
Connecticut
$4.17M +$327K +1,057 +9%
AI
293
Atria Investments
North Carolina
$4.13M -$826K -2,671 -17%
MIC
294
MU Investments Company
Japan
$4.11M +$3.99M +12,900 New
Creative Planning
295
Creative Planning
Kansas
$3.96M -$434K -1,402 -10%
TSWM
296
Tyler-Stone Wealth Management
Ohio
$3.95M +$3.84M +12,417 New
MIP
297
Marietta Investment Partners
Wisconsin
$3.94M +$81.3K +263 +2%
SAM
298
Storebrand Asset Management
Norway
$3.89M -$13K -42 -0.3%
GWM
299
Greenwich Wealth Management
Connecticut
$3.89M +$8.04K +26 +0.2%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$3.89M +$165K +532 +5%

PH Hedge Fund Activity: Q4 2021 in Review

979 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2021, worth a combined $32.9B — up 14% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new PH positions and 69 closed out — a net gain of 106 holders — while 334 added to existing stakes and 299 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $482M. The largest seller was Ameriprise, cutting an estimated $217M.

  • 979 institutional investors held Parker-Hannifin (PH) as of Q4 2021, up from 889 in Q3 2021.
  • Funds reported $32.9B of Parker-Hannifin stock for Q4 2021, up 14% quarter-over-quarter.
  • 175 funds opened new Parker-Hannifin positions in Q4 2021 and 69 closed out, a net change of +106 holders.
  • The largest Parker-Hannifin buyer in Q4 2021 was Wellington Management Group, an estimated $482M added.
  • The largest Parker-Hannifin seller in Q4 2021 was Ameriprise, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2021.