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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
MAM
576
Meeder Asset Management
Ohio
$422K +$107K +431 +39%
ACA
577
Atlas Capital Advisors
Wyoming
$419K -$450K -1,817 -54%
TCM
578
Teza Capital Management
Illinois
$414K -$27K -109 -7%
WSFS
579
Wilmington Savings Fund Society
Delaware
$413K
CIP
580
Chartwell Investment Partners
Pennsylvania
$407K +$370K +1,495 New
SCA
581
Snowden Capital Advisors
New York
$405K -$8.67K -35 -2%
NNP
582
Nachman Norwood & Parrott
South Carolina
$402K -$53.5K -216 -13%
CRWM
583
Castle Rock Wealth Management
California
$402K +$35.2K +142 +11%
LNC
584
Lincoln National Corp
Pennsylvania
$394K
AA
585
Apriem Advisors
California
$394K +$61.9K +250 +21%
MS
586
Maven Securities
Jersey
$394K +$358K +1,447 New
Rafferty Asset Management
587
Rafferty Asset Management
New York
$391K +$31.2K +126 +10%
SPC
588
Sigma Planning Corp
Michigan
$386K -$346K -1,395 -50%
SWM
589
Shakespeare Wealth Management
Wisconsin
$386K
1W
590
1776 Wealth
Georgia
$385K +$17.1K +69 +5%
GT
591
Greenleaf Trust
Michigan
$381K +$37.4K +151 +12%
CG
592
Colony Group
Massachusetts
$379K +$344K +1,390 New
TNAM
593
Terra Nova Asset Management
New York
$378K +$344K +1,388 New
S
594
SignatureFD
Georgia
$374K +$26.7K +108 +9%
TFS
595
Thoroughbred Financial Services
Tennessee
$372K -$24.5K -99 -7%
CC
596
Courier Capital
New York
$368K -$27.7K -112 -8%
HFAS
597
Hummer Financial Advisory Services
Illinois
$368K
PVH
598
Psagot Value Holdings
Israel
$366K -$74.5K -301 -18%
SIA
599
Strategic Investment Advisors
Michigan
$365K -$42.1K -170 -11%
MAM
600
Martingale Asset Management
Massachusetts
$365K +$4.46K +18 +1%

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.