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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$2.21M +$44.3K +179 +2%
Skandinaviska Enskilda Banken (SEB)
352
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.2M -$681K -2,750 -25%
KRS
353
Kentucky Retirement Systems
Kentucky
$2.2M +$144K +582 +8%
SFA
354
Sequoia Financial Advisors
Ohio
$2.18M +$116K +467 +6%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$2.18M +$372K +1,500 +23%
RCM
356
Ratan Capital Management
Florida
$2.18M +$1.98M +8,000 New
DI
357
DAGCO Inc
Ohio
$2.14M -$53.3K -215 -3%
EP
358
Edgestream Partners
New Jersey
$2.05M +$369K +1,488 +25%
JCA
359
Jade Capital Advisors
New Jersey
$2.04M -$1.86M -7,500 -50%
CA
360
Capitolis Advisors
New York
$2.04M +$1.86M +7,490 New
DCP
361
Distillate Capital Partners
Illinois
$2.04M +$1.87M +7,550 New
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$2.02M -$106K -428 -5%
KLC
363
Knowledge Leaders Capital
Colorado
$2.01M +$14.1K +57 +0.8%
LMIM
364
Lockheed Martin Investment Management
Maryland
$2.01M -$3.29M -13,300 -64%
SIM
365
Sentry Investment Management
Wisconsin
$2M
DTL
366
Dynamic Technology Lab
Singapore
$2M +$1.47M +5,942 +426%
RFC
367
Regions Financial Corp
Alabama
$1.98M -$48K -194 -3%
AI
368
Atria Investments
North Carolina
$1.98M +$51.5K +208 +3%
AB
369
Amalgamated Bank
New York
$1.98M -$2.97K -12 -0.2%
FIM
370
Fruth Investment Management
Texas
$1.94M -$74.3K -300 -4%
CT
371
Columbia Trust
Oregon
$1.93M +$1.75M +7,076 New
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M +$4.21K +17 +0.2%
SFI
373
Susquehanna Fundamental Investments
Pennsylvania
$1.92M +$602K +2,430 +53%
JFL
374
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.91M +$94.6K +382 +6%
CGH
375
Crossmark Global Holdings
Texas
$1.9M -$82.2K -332 -5%

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.