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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
ACM
501
AlphaCrest Capital Management
New York
$791K -$239K -827 -25%
TPW
502
TL Private Wealth
Texas
$790K -$57.7K -200 -8%
GFA
503
Gifford Fong Associates
California
$789K
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$788K +$721K +2,498 New
SG Americas Securities
505
SG Americas Securities
New York
$786K -$809K -2,803 -53%
V
506
Veritable
Delaware
$785K -$3.18K -11 -0.4%
ASN
507
Advisory Services Network
Georgia
$774K -$683K -2,365 -49%
BWAM
508
Boyd Watterson Asset Management
Ohio
$774K +$41.6K +144 +6%
NL
509
NWAM LLC
Washington
$765K -$18.8K -65 -3%
SMC
510
S. Muoio & Co
New York
$757K -$202K -700 -23%
VI
511
Vestcor Inc
New Brunswick, Canada
$756K -$16.2K -56 -2%
HA
512
Harfst & Associates
Wyoming
$752K +$689K +2,387 New
DC
513
Davenport & Co
Virginia
$744K -$28.9K -100 -4%
HPC
514
Hobart Private Capital
North Carolina
$738K -$16.7K -58 -2%
ST
515
Smithfield Trust
Pennsylvania
$731K +$196K +678 +41%
Bessemer Group
516
Bessemer Group
New Jersey
$728K -$146K -504 -18%
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$728K -$9.53K -33 -1%
QI
518
Qtron Investments
Massachusetts
$724K -$176K -610 -21%
CG
519
Colony Group
Massachusetts
$716K +$254K +881 +63%
FTDI
520
First Trust Direct Indexing
Massachusetts
$714K +$37K +128 +6%
CAM
521
Cypress Asset Management
Texas
$714K +$307K +1,065 +89%
SF
522
Synovus Financial
Georgia
$713K -$5.2K -18 -0.8%
WANY
523
Wealthspire Advisors (New York)
New York
$713K +$43.6K +151 +7%
AP
524
Atwood & Palmer
Missouri
$710K
Fiera Capital (Canada)
525
Fiera Capital (Canada)
Quebec, Canada
$710K

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.