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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
TC
401
Telemus Capital
Michigan
$1.61M -$41.4K -134 -3%
VI
402
Vestcor Inc
New Brunswick, Canada
$1.6M +$966K +3,122 +164%
NSEDCP
403
NJ State Employees Deferred Compensation Plan
New Jersey
$1.59M
CA
404
Cornerstone Advisors
North Carolina
$1.59M +$1.55M +5,000 New
SP
405
Symmetry Partners
Connecticut
$1.58M -$45.2K -146 -3%
1CP
406
17 Capital Partners
Arizona
$1.58M -$85.4K -276 -5%
AWM
407
Apollon Wealth Management
South Carolina
$1.58M +$695K +2,246 +82%
MMG
408
Monetary Management Group
Missouri
$1.57M +$759K +2,455 +99%
ClearBridge Investments
409
ClearBridge Investments
New York
$1.57M +$1.52M +4,930 New
IAN
410
Integrated Advisors Network
Texas
$1.55M +$193K +624 +15%
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$1.54M +$252K +816 +20%
KAS
412
Kestra Advisory Services
Texas
$1.52M +$23.8K +77 +2%
BAM
413
Blueshift Asset Management
New Jersey
$1.49M +$1.45M +4,690 New
EAM
414
EFG Asset Management
Oregon
$1.46M +$1.42M +4,601 New
DADC
415
D.A. Davidson & Co
Montana
$1.44M -$79.2K -256 -5%
KPWS
416
Kestra Private Wealth Services
Texas
$1.42M +$642K +2,074 +87%
ZIG
417
Zurich Insurance Group
Switzerland
$1.4M
TAM
418
Tealwood Asset Management
Minnesota
$1.4M +$1.36M +4,401 New
CPA
419
Capital Planning Advisors
California
$1.38M +$23.8K +77 +2%
AF
420
Advisornet Financial
Minnesota
$1.36M -$77.3K -250 -6%
RBFC
421
Roman Butler Fullerton & Co
Missouri
$1.36M -$17K -55 -1%
Bessemer Group
422
Bessemer Group
New Jersey
$1.36M +$104K +335 +9%
AAM
423
Advisors Asset Management
Colorado
$1.36M -$517K -1,670 -28%
FHB
424
First Hawaiian Bank
Hawaii
$1.35M -$204K -660 -13%
WSTAM
425
Wilbanks Smith & Thomas Asset Management
Virginia
$1.35M

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.