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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
KA
451
Kintegral Advisory
New York
$1.14M
NA
452
NewEdge Advisors
Louisiana
$1.13M +$301K +972 +38%
RIM
453
Redpoint Investment Management
Australia
$1.13M
AP
454
Advisor Partners
California
$1.13M -$200K -647 -15%
PI
455
PFS Investments
Georgia
$1.13M +$182K +587 +20%
MML Investors Services
456
MML Investors Services
Massachusetts
$1.1M +$121K +391 +13%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M +$46.7K +151 +5%
GF
458
Gries Financial
Ohio
$1.1M +$60.6K +196 +6%
MFG
459
Monte Financial Group
Connecticut
$1.1M +$46.4K +150 +5%
HNWAG
460
High Net Worth Advisory Group
Florida
$1.09M +$1.06M +3,434 New
LB
461
Legacy Bridge
Iowa
$1.08M +$8.35K +27 +0.8%
BP
462
BBR Partners
New York
$1.07M
FTDI
463
First Trust Direct Indexing
Massachusetts
$1.07M -$21.7K -70 -2%
KLC
464
Knowledge Leaders Capital
Colorado
$1.06M +$100K +324 +11%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$1.05M +$28.5K +92 +3%
BCM
466
Barden Capital Management
Texas
$1.04M +$1.01M +3,265 New
Dodge & Cox
467
Dodge & Cox
California
$1.04M
LJHT
468
Laurie J. Hall Trustee
$1.01M -$172K -556 -15%
ZCM
469
Ziegler Capital Management
Illinois
$998K +$4.33K +14 +0.4%
RA
470
Rodgers & Associates
Pennsylvania
$990K
BTW
471
Boston Trust Walden
Massachusetts
$986K
RCA
472
Roberts Capital Advisors
Colorado
$986K +$959K +3,100 New
PCM
473
Parsons Capital Management
Rhode Island
$985K +$9.28K +30 +1%
DHFB
474
Dixon Hubard Feinour & Brown
Virginia
$982K +$955K +3,087 New
ACS
475
Archford Capital Strategies
Illinois
$981K -$64.3K -208 -6%

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.