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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
SLG
376
Stanley-Laman Group
Pennsylvania
$1.87M +$245K +989 +17%
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$1.87M +$502K +2,027 +42%
NW
378
NewEdge Wealth
Pennsylvania
$1.86M +$1.69M +6,842 New
LSV Asset Management
379
LSV Asset Management
Illinois
$1.82M +$396K +1,600 +31%
DADC
380
D.A. Davidson & Co
Montana
$1.8M -$65.9K -266 -4%
RPI
381
Railway Pension Investments
United Kingdom
$1.8M +$1.63M +6,600 New
NWM
382
Nicola Wealth Management
British Columbia, Canada
$1.8M
II
383
Inspire Investing
Idaho
$1.79M +$115K +466 +8%
MCM
384
MAI Capital Management
Ohio
$1.77M +$71.1K +287 +5%
SWP
385
Stratos Wealth Partners
Ohio
$1.76M -$322K -1,300 -17%
GIA
386
GHP Investment Advisors
Colorado
$1.75M +$309K +1,246 +24%
LI
387
Lafayette Investments
Maryland
$1.74M
CIC
388
Carnegie Investment Counsel
Ohio
$1.73M -$104K -421 -6%
CA
389
Clearstead Advisors
Ohio
$1.73M +$2.48K +10 +0.2%
SDIC
390
South Dakota Investment Council
South Dakota
$1.7M -$260K -1,050 -14%
FTC
391
Farmers Trust Company
Ohio
$1.68M -$77.8K -314 -5%
RWA
392
River Wealth Advisors
Pennsylvania
$1.68M -$8.42K -34 -0.5%
PAG
393
Private Advisor Group
New Jersey
$1.64M +$315K +1,271 +27%
PSUF
394
People's United Financial
Connecticut
$1.63M -$167K -673 -10%
PFS
395
Physicians Financial Services
North Carolina
$1.61M
CG
396
Castellan Group
Kentucky
$1.61M +$1.46M +5,900 New
CWM
397
Cornerstone Wealth Management
Missouri
$1.6M -$20.3K -82 -1%
RC
398
RegentAtlantic Capital
New Jersey
$1.59M -$248 -1 -0%
BPM
399
Bowling Portfolio Management
Ohio
$1.58M -$102K -411 -7%
FA
400
FDx Advisors
Illinois
$1.57M +$80.2K +324 +6%

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.