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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
GIA
476
Gladstone Institutional Advisory
Florida
$974K -$64.3K -208 -6%
PIM
477
Penobscot Investment Management
Massachusetts
$970K
JC
478
JB Capital
Connecticut
$965K +$125K +404 +15%
TWI
479
Thomas White International
Illinois
$959K
BF
480
BOK Financial
Oklahoma
$955K -$154K -499 -14%
JAWM
481
J. Arnold Wealth Management
Ohio
$954K
ERIC
482
Eagle Rock Investment Company
Georgia
$954K +$928K +3,000 New
TBA
483
Tower Bridge Advisors
Pennsylvania
$946K
BA
484
BCM Advisors
Louisiana
$940K +$938K +3,033 New
EI
485
Ethic Inc
New York
$929K +$208K +672 +30%
BRWA
486
B. Riley Wealth Advisors
Florida
$928K +$46.7K +151 +5%
CI
487
Cigna Investments
Connecticut
$927K -$309K -1,000 -26%
BCI
488
Brinker Capital Investments
Pennsylvania
$923K +$898K +2,903 New
IIM
489
Intact Investment Management
Quebec, Canada
$922K -$92.8K -300 -9%
WT
490
Whittier Trust
California
$922K +$42.1K +136 +5%
UC
491
Unio Capital
New Jersey
$905K +$317K +1,026 +4%
HP
492
Hikari Power
Japan
$903K +$182K +590 +26%
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$898K -$56K -181 -6%
SIA
494
Strategic Investment Advisors
Michigan
$890K +$4.95K +16 +0.6%
PA
495
Parallel Advisors
California
$885K -$223K -722 -21%
DC
496
Davenport & Co
Virginia
$885K -$15.2K -49 -2%
MLL
497
Moody Lynn & Lieberson
Massachusetts
$885K +$1.86K +6 +0.2%
CIP
498
Chartwell Investment Partners
Pennsylvania
$885K +$398K +1,287 +86%
PCA
499
Pallas Capital Advisors
Massachusetts
$883K +$31.2K +101 +4%
PWP
500
Principle Wealth Partners
Connecticut
$875K

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.