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Parker-Hannifin

889 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

1.91% less ownership

Funds ownership: 81.71%79.8% (-1.9%)

5% less funds holding

Funds holding: 939889 (-50)

11% less capital invested

Capital invested by funds: $32.3B → $28.8B (-$3.49B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $152M | Put options by funds: $201M

40% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 96

Holders
889
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
15.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
329
Reduced
314
Closed
96
Calls
$152M
Puts
$201M
Net Calls
-$48.7M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
576
Palisade Asset Management
Minnesota
$450K -$3.57K -12 -0.7%
CRWM
577
Castle Rock Wealth Management
California
$449K +$2.38K +8 +0.6%
CAN
578
Cetera Advisor Networks
California
$448K +$48.8K +164 +11%
FMTC
579
Farmers & Merchants Trust Company
California
$447K
CST
580
Charles Schwab Trust
Nevada
$447K +$8.33K +28 +2%
IC
581
IEQ Capital
California
$447K +$134K +452 +40%
DAC
582
Dividend Assets Capital
South Carolina
$445K -$8.33K -28 -2%
GA
583
Gateway Advisory
New Jersey
$440K +$9.82K +33 +2%
BCFD
584
Boit C.F. David
$438K
TCM
585
Teza Capital Management
Illinois
$438K +$159K +536 +52%
ACA
586
Atlas Capital Advisors
Wyoming
$433K
LS
587
Livforsakringsbolaget Skandia
Sweden
$432K -$149K -500 -24%
HTC
588
Haverford Trust Company
Pennsylvania
$428K +$209K +704 +85%
FL
589
Fort LP
Maryland
$426K +$69.6K +234 +18%
WSFS
590
Wilmington Savings Fund Society
Delaware
$424K -$145K -489 -24%
KIA
591
KCM Investment Advisors
California
$422K -$1.93M -6,477 -81%
WA
592
WBH Advisory
Maryland
$420K
SCA
593
Stokes Capital Advisors
South Carolina
$419K
CIP
594
Chartwell Investment Partners
Pennsylvania
$418K
CI
595
Conning Inc
Connecticut
$414K -$52.1K -175 -11%
SWM
596
Shakespeare Wealth Management
Wisconsin
$413K
BRWM
597
B. Riley Wealth Management
Tennessee
$413K +$439K +1,477 New
CIBC World Market
598
CIBC World Market
Ontario, Canada
$406K -$2.28M -7,674 -84%
SC
599
Scotia Capital
Ontario, Canada
$405K -$737K -2,478 -63%
PG
600
Pendal Group
Australia
$397K +$422K +1,419 New

PH Hedge Fund Activity: Q3 2021 in Review

889 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2021, worth a combined $28.8B — down 11% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PH and 58 opened new positions — a net loss of 38 holders — while 314 trimmed existing stakes and 329 added.

The largest buyer was Viking Global Investors, adding an estimated $724M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 889 institutional investors held Parker-Hannifin (PH) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $28.8B of Parker-Hannifin stock for Q3 2021, down 11% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q3 2021 and 96 closed out, a net change of -38 holders.
  • The largest Parker-Hannifin buyer in Q3 2021 was Viking Global Investors, an estimated $724M added.
  • The largest Parker-Hannifin seller in Q3 2021 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.