We are live on ! Find out more
PH icon

Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IndexIQ Advisors
New York
$489K +$209K +845 +89%
Jones Financial Companies
552
Jones Financial Companies
Missouri
$488K +$79.3K +320 +22%
AA
553
ALPS Advisors
Colorado
$482K +$47.3K +191 +12%
PA
554
Profund Advisors
Maryland
$479K +$248 +1 +0.1%
VVP
555
Venture Visionary Partners
Ohio
$479K +$436K +1,762 New
GCP
556
GSA Capital Partners
United Kingdom
$470K -$208K -839 -33%
IMRF
557
Illinois Municipal Retirement Fund
Illinois
$468K +$198K +801 +87%
PK
558
Pflug Koory
Nebraska
$464K
CFD
559
Creative Financial Designs
Indiana
$460K -$26.5K -107 -6%
WA
560
WBH Advisory
Maryland
$460K -$12.4K -50 -3%
DIA
561
Dean Investment Associates
Ohio
$458K -$14.9K -60 -3%
CAM
562
Cresset Asset Management
Illinois
$456K -$69.6K -281 -14%
Verition Fund Management
563
Verition Fund Management
Connecticut
$455K -$1.9M -7,686 -82%
KIA
564
KCM Investment Advisors
California
$454K -$20.1K -81 -5%
BRWA
565
B. Riley Wealth Advisors
Florida
$450K -$59.4K -240 -13%
EWM
566
Endurance Wealth Management
Rhode Island
$450K
ST
567
Smithfield Trust
Pennsylvania
$447K +$61.2K +247 +18%
PAM
568
Palisade Asset Management
Minnesota
$441K
CST
569
Charles Schwab Trust
Nevada
$440K
OPS
570
Orion Portfolio Solutions
Nebraska
$437K -$1.49K -6 -0.4%
FMTC
571
Farmers & Merchants Trust Company
California
$436K -$7.68K -31 -2%
EH
572
Employers Holdings
Nevada
$434K
TPCW
573
TD Private Client Wealth
New York
$431K -$43.1K -174 -10%
MCM
574
Manchester Capital Management
Vermont
$429K
LBD
575
Landsberg Bennett & Dubbaneh
Florida
$423K -$18.6K -75 -5%

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.