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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
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$722K
HA
527
Harfst & Associates
Wyoming
$718K -$23.2K -75 -3%
SF
528
Synovus Financial
Georgia
$717K
AP
529
Atwood & Palmer
Missouri
$716K
Fiera Capital (Canada)
530
Fiera Capital (Canada)
Quebec, Canada
$716K
DP
531
Dearborn Partners
Illinois
$712K
GT
532
Greenleaf Trust
Michigan
$709K +$186K +602 +37%
EF
533
Empirical Finance
Pennsylvania
$704K +$182K +587 +36%
CBFP
534
Cedar Brook Financial Partners
Ohio
$701K +$22K +71 +3%
BFO
535
Biltmore Family Office
North Carolina
$698K +$678K +2,193 New
BCWM
536
Bartlett & Co Wealth Management
Ohio
$695K +$672K +2,173 +18,108%
BC
537
Bartlett & Co
Ohio
$695K +$672K +2,173 +18,108%
CIA
538
Covington Investment Advisors
Pennsylvania
$694K
EMG
539
ETF Managers Group
New Jersey
$685K +$31.6K +102 +5%
WI
540
Wedgewood Investors
Pennsylvania
$683K
IRF
541
IBM Retirement Fund
New York
$681K -$466K -1,508 -41%
IA
542
IndexIQ Advisors
New York
$681K -$27.2K -88 -4%
BRWM
543
B. Riley Wealth Management
Tennessee
$676K +$200K +648 +44%
PDN
544
Pensionfund DSM Netherlands
Netherlands
$668K
AAS
545
Avantax Advisory Services
Texas
$667K +$4.33K +14 +0.7%
MCM
546
Manchester Capital Management
Vermont
$656K +$16.7K +54 +3%
APP
547
Avantax Planning Partners
Iowa
$649K +$25.4K +82 +4%
NL
548
NWAM LLC
Washington
$648K +$28.8K +93 +5%
S
549
SignatureFD
Georgia
$648K +$51K +165 +9%
APA
550
American Portfolios Advisors
New York
$647K +$15.5K +50 +3%

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.