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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
Boston Partners
26
Boston Partners
Massachusetts
$278M +$25.1M +87,035 +11%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$265M +$17.6M +60,845 +8%
Viking Global Investors
28
Viking Global Investors
Connecticut
$258M -$250M -864,841 -51%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$256M +$35.8M +124,149 +18%
Legal & General Group
30
Legal & General Group
United Kingdom
$248M -$8.96M -31,020 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$239M +$41M +142,015 +23%
American Century Companies
32
American Century Companies
Missouri
$195M +$1.57M +5,431 +0.9%
Wells Fargo
33
Wells Fargo
California
$169M +$10.2M +35,299 +7%
KeyBank National Association
34
KeyBank National Association
Ohio
$168M +$2.47M +8,568 +2%
PPA
35
Parametric Portfolio Associates
Washington
$164M +$3.79M +13,122 +3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$156M +$2.8M +9,700 +2%
Invesco
37
Invesco
Georgia
$150M +$33.7M +116,849 +32%
KBC Group
38
KBC Group
Belgium
$146M +$1.4M +4,860 +1%
UBS AM
39
UBS AM
Illinois
$144M -$15.6M -53,995 -11%
HA
40
Homestead Advisers
Virginia
$141M -$6.7M -23,200 -5%
Lazard Asset Management
41
Lazard Asset Management
New York
$140M +$55.6M +192,522 +77%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$134M +$616K +2,133 +0.5%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M -$2.54M -8,791 -2%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$124M +$29M +100,605 +34%
CVA
45
Ceredex Value Advisors
Florida
$123M +$112M +388,853 New
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$122M +$3.16M +10,961 +3%
Korea Investment Corp
47
Korea Investment Corp
South Korea
$116M +$7.25M +25,128 +7%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$116M +$62.6M +216,801 +145%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$115M -$130M -450,512 -55%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$101M +$1.26M +4,362 +1%

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.