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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
BCV
551
Banque Cantonale Vaudoise
Switzerland
$642K +$258K +834 +70%
TA
552
TFG Advisers
Michigan
$640K +$17K +55 +3%
IC
553
IEQ Capital
California
$639K +$128K +414 +26%
EWA
554
EP Wealth Advisors
California
$637K +$110K +355 +22%
MG
555
Mather Group
Illinois
$623K +$605K +1,957 New
SS
556
Simplicity Solutions
Minnesota
$598K +$305K +987 +111%
DT
557
Diversified Trust
Tennessee
$594K +$578K +1,868 New
BJL
558
Brighton Jones LLC
Washington
$593K +$6.8K +22 +1%
AIM
559
Alhambra Investment Management
Florida
$587K
CWP
560
Curated Wealth Partners
California
$582K +$6.8K +22 +1%
AC
561
ASB Consultores
Florida
$581K +$565K +1,825 New
KIA
562
KCM Investment Advisors
California
$575K +$92.2K +298 +20%
HC
563
Hamilton Capital
Ohio
$575K +$559K +1,807 New
SCA
564
STALEY CAPITAL ADVISERS
Pennsylvania
$570K
CFD
565
Creative Financial Designs
Indiana
$570K +$14.2K +46 +3%
CA
566
Cetera Advisors
Colorado
$568K +$11.1K +36 +2%
LSPW
567
Lake Street Private Wealth
Illinois
$568K +$323K +1,043 +141%
SCM
568
Stevens Capital Management
Pennsylvania
$565K +$549K +1,776 New
GVAG
569
Great Valley Advisor Group
Delaware
$561K -$619 -2 -0.1%
LNC
570
Lincoln National Corp
Pennsylvania
$560K +$6.5K +21 +1%
TPCW
571
TD Private Client Wealth
New York
$558K +$22.9K +74 +4%
APC
572
Aspire Private Capital
North Carolina
$554K +$31.6K +102 +6%
Federated Hermes
573
Federated Hermes
Pennsylvania
$547K -$442K -1,428 -45%
WANY
574
Wealthspire Advisors (New York)
New York
$546K +$137K +444 +35%
SWM
575
Spire Wealth Management
Virginia
$545K +$114K +368 +27%

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.