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Parker-Hannifin

889 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

1.91% less ownership

Funds ownership: 81.71%79.8% (-1.9%)

5% less funds holding

Funds holding: 939889 (-50)

11% less capital invested

Capital invested by funds: $32.3B → $28.8B (-$3.49B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $152M | Put options by funds: $201M

40% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 96

Holders
889
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
15.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
329
Reduced
314
Closed
96
Calls
$152M
Puts
$201M
Net Calls
-$48.7M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
376
River Wealth Advisors
Pennsylvania
$1.69M -$8.63K -29 -0.5%
AAM
377
Advisors Asset Management
Colorado
$1.66M -$2.08M -6,976 -54%
MWM
378
Midwest Wealth Management
Indiana
$1.65M +$86.6K +291 +5%
CCP
379
Cassia Capital Partners
North Carolina
$1.65M +$1.76M +5,907 New
PFS
380
Physicians Financial Services
North Carolina
$1.64M -$14.9K -50 -0.8%
RJT
381
Raymond James Trust
Florida
$1.63M +$80K +269 +5%
PFO
382
Pathstone Family Office
New Jersey
$1.63M -$10.1K -34 -0.6%
BCM
383
Breiter Capital Management
Florida
$1.61M +$4.17K +14 +0.2%
VWA
384
V Wealth Advisors
Kansas
$1.59M +$94.6K +318 +6%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$43.4K +146 +3%
LI
386
Lafayette Investments
Maryland
$1.57M +$13.4K +45 +0.8%
CG
387
Castellan Group
Kentucky
$1.51M -$238K -800 -13%
SP
388
Symmetry Partners
Connecticut
$1.5M
1CP
389
17 Capital Partners
Arizona
$1.47M
WMC
390
Westwood Management Corporation
Illinois
$1.45M
TC
391
Telemus Capital
Michigan
$1.45M +$176K +590 +13%
CT
392
Caldwell Trust
Florida
$1.45M -$22.3K -75 -1%
NSEDCP
393
NJ State Employees Deferred Compensation Plan
New Jersey
$1.4M
GIA
394
Guyasuta Investment Advisors
Pennsylvania
$1.39M +$134K +450 +10%
Skandinaviska Enskilda Banken (SEB)
395
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.39M
FHB
396
First Hawaiian Bank
Hawaii
$1.37M -$1.19K -4 -0.1%
MFM
397
MD Financial Management
Ontario, Canada
$1.36M -$225K -756 -13%
FTC
398
Farmers Trust Company
Ohio
$1.36M -$440K -1,478 -24%
MS
399
Maven Securities
Jersey
$1.35M +$1.23M +4,132 +578%
CMO
400
Covenant Multifamily Offices
Texas
$1.34M +$4.46K +15 +0.3%

PH Hedge Fund Activity: Q3 2021 in Review

889 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2021, worth a combined $28.8B — down 11% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PH and 58 opened new positions — a net loss of 38 holders — while 314 trimmed existing stakes and 329 added.

The largest buyer was Viking Global Investors, adding an estimated $724M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 889 institutional investors held Parker-Hannifin (PH) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $28.8B of Parker-Hannifin stock for Q3 2021, down 11% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q3 2021 and 96 closed out, a net change of -38 holders.
  • The largest Parker-Hannifin buyer in Q3 2021 was Viking Global Investors, an estimated $724M added.
  • The largest Parker-Hannifin seller in Q3 2021 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.