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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
HP
526
Hikari Power
Japan
$710K
CAM
527
Cresset Asset Management
Illinois
$707K +$163K +565 +34%
CIA
528
Covington Investment Advisors
Pennsylvania
$701K +$14.4K +50 +2%
RMC
529
Resources Management Corp
Connecticut
$694K
DP
530
Dearborn Partners
Illinois
$687K -$3.18K -11 -0.5%
WI
531
Wedgewood Investors
Pennsylvania
$677K
VVP
532
Venture Visionary Partners
Ohio
$666K +$102K +352 +20%
AWP
533
Ascent Wealth Partners
New York
$658K
PFO
534
Pathstone Family Office
New Jersey
$652K +$597K +2,068 New
GTCM
535
Gyon Technologies Capital Management
New Jersey
$649K -$782K -2,710 -57%
IA
536
IndexIQ Advisors
New York
$648K +$74.8K +259 +14%
Walleye Trading
537
Walleye Trading
New York
$641K +$587K +2,033 New
CG
538
CFO4Life Group
Texas
$639K +$585K +2,025 New
FPF
539
First Pacific Financial
Washington
$625K +$6.35K +22 +1%
EI
540
Ethic Inc
New York
$613K +$23.1K +80 +4%
TA
541
TFG Advisers
Michigan
$607K +$6.64K +23 +1%
AIM
542
Alhambra Investment Management
Florida
$607K +$11.8K +41 +2%
MCCP
543
Mission Creek Capital Partners
California
$602K -$57.7K -200 -9%
APP
544
Avantax Planning Partners
Iowa
$602K +$1.44K +5 +0.3%
FAIM
545
Financial Advocates Investment Management
Washington
$602K +$2.89K +10 +0.5%
LSV Asset Management
546
LSV Asset Management
Illinois
$599K -$1.39M -4,800 -72%
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$598K +$547K +1,894 New
EGM
548
Engineers Gate Manager
New York
$597K -$3.76M -13,035 -87%
OIA
549
OneDigital Investment Advisors
Kansas
$596K +$178K +617 +49%
AAS
550
Avantax Advisory Services
Texas
$583K +$2.02K +7 +0.4%

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.