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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
BP
451
BBR Partners
New York
$945K
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$923K -$17K -57 -2%
MFG
453
Monte Financial Group
Connecticut
$922K +$35.1K +118 +4%
ACS
454
Archford Capital Strategies
Illinois
$921K -$4.17K -14 -0.4%
WAM
455
World Asset Management
Michigan
$917K -$66.9K -225 -6%
GIA
456
Gladstone Institutional Advisory
Florida
$915K +$613K +2,061 +170%
Nomura Holdings
457
Nomura Holdings
Japan
$910K -$32.6M -109,433 -97%
GF
458
Gries Financial
Ohio
$910K -$72.9K -245 -7%
Dodge & Cox
459
Dodge & Cox
California
$910K
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$899K -$7.74K -26 -0.8%
WF
461
Welch & Forbes
Massachusetts
$897K
IIM
462
Intact Investment Management
Quebec, Canada
$895K
FA
463
FMA Advisory
Pennsylvania
$884K +$2.08K +7 +0.2%
Federated Hermes
464
Federated Hermes
Pennsylvania
$880K -$171K -576 -15%
ZCM
465
Ziegler Capital Management
Illinois
$874K +$59.5K +200 +7%
EDRH
466
Edmond de Rothschild Holding
Switzerland
$872K +$928K +3,120 New
RA
467
Rodgers & Associates
Pennsylvania
$870K
BTW
468
Boston Trust Walden
Massachusetts
$867K
CG
469
Colony Group
Massachusetts
$866K +$30K +101 +3%
PCM
470
Parsons Capital Management
Rhode Island
$858K -$7.44K -25 -0.8%
MML Investors Services
471
MML Investors Services
Massachusetts
$857K +$129K +433 +16%
PIM
472
Penobscot Investment Management
Massachusetts
$853K
KLC
473
Knowledge Leaders Capital
Colorado
$846K -$1.32M -4,430 -59%
TWI
474
Thomas White International
Illinois
$843K
PFPT
475
Pinnacle Financial Partners (Tennessee)
Tennessee
$840K +$23.8K +80 +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.