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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
CG
501
Colony Group
Massachusetts
$854K -$127K -412 -13%
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$851K +$65.9K +213 +9%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$836K
RMC
504
Resources Management Corp
Connecticut
$835K +$128K +414 +19%
V
505
Veritable
Delaware
$825K +$24.1K +78 +3%
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$824K +$29.7K +96 +4%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$821K +$106K +344 +15%
AIM
508
Aigen Investment Management
New York
$801K +$788K +2,546 New
MAM
509
Meeder Asset Management
Ohio
$798K +$128K +414 +20%
SF
510
Summit Financial
New Jersey
$798K +$211K +682 +37%
GFA
511
Gifford Fong Associates
California
$795K
IMRF
512
Illinois Municipal Retirement Fund
Illinois
$792K
SLI
513
Sumitomo Life Insurance
Japan
$787K -$1.44M -4,663 -65%
FC
514
Ferris Capital
Massachusetts
$786K
Alyeska Investment Group
515
Alyeska Investment Group
Illinois
$786K +$765K +2,472 New
BWAM
516
Boyd Watterson Asset Management
Ohio
$779K -$4.33K -14 -0.6%
MS
517
Maven Securities
Jersey
$769K -$752K -2,431 -50%
TPW
518
TL Private Wealth
Texas
$767K
FPF
519
First Pacific Financial
Washington
$761K +$35.9K +116 +5%
SI
520
Stephens Inc
Arkansas
$756K -$52.3K -169 -7%
Nomura Holdings
521
Nomura Holdings
Japan
$752K -$234K -758 -24%
TC
522
TownSquare Capital
Utah
$748K +$3.09K +10 +0.4%
CAM
523
Cresset Asset Management
Illinois
$743K -$193K -623 -21%
IP
524
Intellectus Partners
California
$740K -$5.26K -17 -0.7%
PAM
525
Panagora Asset Management
Massachusetts
$725K -$380K -1,230 -35%

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.