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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$3.11M +$317K +1,025 +12%
AIP
327
Ameritas Investment Partners
Nebraska
$3.01M -$1.13M -3,638 -28%
BWM
328
BNC Wealth Management
Oregon
$3M +$84.4K +273 +3%
AWM
329
AE Wealth Management
Kansas
$3M -$77.3K -250 -3%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$2.96M +$90.6K +293 +3%
EDRH
331
Edmond de Rothschild Holding
Switzerland
$2.94M +$1.9M +6,131 +197%
BAM
332
Belpointe Asset Management
Nevada
$2.93M +$646K +2,089 +29%
CC
333
Codex Capital
New York
$2.93M
HCM
334
Highlander Capital Management
New Jersey
$2.9M -$32.5K -105 -1%
DZ Bank
335
DZ Bank
Germany
$2.89M +$2.69M +8,698 +1,779%
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.89M +$1.62M +5,228 +136%
FA
337
FDx Advisors
Illinois
$2.88M -$20.7K -67 -0.7%
BOS
338
Bank of Stockton
California
$2.86M +$75.8K +245 +3%
BHC
339
Bowen Hanes & Co
Florida
$2.83M -$85.1K -275 -3%
CCP
340
Corient Capital Partners
California
$2.81M +$71.8K +232 +3%
AAM
341
Ascension Asset Management
New York
$2.79M -$61.9K -200 -2%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$2.74M +$122K +396 +5%
SA
343
Strategic Advisors
New York
$2.73M -$44.2K -143 -2%
SAM
344
Silvercrest Asset Management
New York
$2.64M -$430K -1,391 -14%
ISL
345
Ingalls & Snyder LLC
New York
$2.64M -$5.88K -19 -0.2%
AI
346
Atom Investors
Texas
$2.63M -$1.12M -3,606 -30%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$2.58M +$30.9K +100 +1%
MCM
348
MAI Capital Management
Ohio
$2.57M -$147K -476 -6%
SICM
349
Sustainable Insight Capital Management
New York
$2.55M -$272K -879 -10%
SFA
350
Sequoia Financial Advisors
Ohio
$2.52M +$184K +595 +8%

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.