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Parker-Hannifin

925 hedge funds and large institutions have $33B invested in Parker-Hannifin in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 335 increasing their positions, 302 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

36% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $28.8B → $33B (+$4.27B)

11% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 302

3% more funds holding

Funds holding: 901925 (+24)

0.63% more ownership

Funds ownership: 80.65%81.28% (+0.63%)

9% less call options, than puts

Call options by funds: $97.6M | Put options by funds: $108M

Holders
925
Holders Change
+24
Holders Change %
+2.66%
% of All Funds
16.24%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
118
Increased
335
Reduced
302
Closed
87
Calls
$97.6M
Puts
$108M
Net Calls
-$9.97M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Midwest Wealth Management
Indiana
$1.63M +$51.7K +179 +4%
RG
402
Rathbones Group
United Kingdom
$1.62M -$173K -600 -10%
SC
403
SouthState Corp
Florida
$1.62M +$62.1K +215 +4%
SP
404
Symmetry Partners
Connecticut
$1.62M +$73.6K +255 +5%
SAM
405
Silvercrest Asset Management
New York
$1.61M -$5.77K -20 -0.4%
CG
406
Castellan Group
Kentucky
$1.61M -$231K -800 -14%
CWM
407
Cornerstone Wealth Management
Missouri
$1.61M -$221K -765 -13%
Group One Trading
408
Group One Trading
Illinois
$1.6M +$1.47M +5,088 New
MWNA
409
Marshall Wace North America
New York
$1.59M -$26.2M -90,596 -95%
Mackenzie Financial
410
Mackenzie Financial
Ontario, Canada
$1.58M +$587K +2,033 +68%
NSEDCP
411
NJ State Employees Deferred Compensation Plan
New Jersey
$1.58M
KAS
412
Kestra Advisory Services
Texas
$1.55M +$587K +2,032 +70%
DADC
413
D.A. Davidson & Co
Montana
$1.52M -$517K -1,792 -27%
CI
414
Cigna Investments
Connecticut
$1.49M +$52.3K +181 +4%
BAMF
415
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M -$2.23M -7,724 -62%
HI
416
Horizon Investments
North Carolina
$1.46M +$61.2K +212 +5%
TC
417
Telemus Capital
Michigan
$1.44M +$34.9K +121 +3%
Rafferty Asset Management
418
Rafferty Asset Management
New York
$1.43M +$898K +3,111 +217%
ADMI
419
Albert D. Mason Inc
Massachusetts
$1.42M -$173K -600 -12%
RBFC
420
Roman Butler Fullerton & Co
Missouri
$1.41M -$3.46K -12 -0.3%
TCM
421
Twin Capital Management
Pennsylvania
$1.41M +$1.29M +4,454 New
WCM
422
Weld Capital Management
New York
$1.4M +$332K +1,151 +35%
B
423
BP
United Kingdom
$1.38M -$308K -1,066 -20%
IRF
424
IBM Retirement Fund
New York
$1.38M -$112K -389 -8%
RIM
425
Redpoint Investment Management
Australia
$1.36M

PH Hedge Fund Activity: Q1 2021 in Review

925 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2021, worth a combined $33B — up 15% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PH positions and 87 closed out — a net gain of 31 holders — while 335 added to existing stakes and 302 trimmed.

The largest buyer was Bank of America, adding an estimated $896M. The largest seller was T. Rowe Price Associates, cutting an estimated $832M.

  • 925 institutional investors held Parker-Hannifin (PH) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $33B of Parker-Hannifin stock for Q1 2021, up 15% quarter-over-quarter.
  • 118 funds opened new Parker-Hannifin positions in Q1 2021 and 87 closed out, a net change of +31 holders.
  • The largest Parker-Hannifin buyer in Q1 2021 was Bank of America, an estimated $896M added.
  • The largest Parker-Hannifin seller in Q1 2021 was T. Rowe Price Associates, an estimated $832M sold.

Based on aggregated 13F filings for Q1 2021.