We are live on ! Find out more
PH icon

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
LFA
576
Laraway Financial Advisors
Minnesota
$541K +$526K +1,700 New
TNBTD
577
Trustmark National Bank Trust Department
Mississippi
$541K +$526K +1,701 New
CT
578
Chicago Trust
Illinois
$540K +$224K +725 +74%
FC
579
FORA Capital
Florida
$538K -$65K -210 -11%
ESCM
580
Echo Street Capital Management
New York
$537K -$405K -1,310 -44%
AssetMark Inc
581
AssetMark Inc
California
$535K +$493K +1,593 +1,790%
PK
582
Pflug Koory
Nebraska
$532K
MWM
583
Modera Wealth Management
New Jersey
$532K +$517K +1,673 New
SFI
584
Siemens Fonds Invest
Germany
$528K +$99.9K +323 +24%
EWM
585
Endurance Wealth Management
Rhode Island
$526K
DSC
586
Duncker Streett & Co
Missouri
$525K -$155K -500 -23%
PA
587
Profund Advisors
Maryland
$522K -$64K -207 -11%
BPA
588
Beacon Pointe Advisors
California
$520K -$35.9K -116 -7%
DIA
589
Dean Investment Associates
Ohio
$515K -$12.1K -39 -2%
PAM
590
Palisade Asset Management
Minnesota
$515K +$3.09K +10 +0.6%
QT
591
Quantbot Technologies
New York
$512K -$3.7M -11,967 -88%
MCCP
592
Mission Creek Capital Partners
California
$509K -$71.1K -230 -13%
DAC
593
Dividend Assets Capital
South Carolina
$503K -$3.09K -10 -0.6%
GA
594
Gateway Advisory
New Jersey
$502K +$928 +3 +0.2%
MYAM
595
Meiji Yasuda Asset Management
Japan
$501K -$68K -220 -12%
CST
596
Charles Schwab Trust
Nevada
$499K -$8.66K -28 -2%
PCS
597
Personal CFO Solutions
New Jersey
$498K +$59.1K +191 +14%
CCM
598
Coldstream Capital Management
Washington
$495K +$482K +1,557 New
PAS
599
Park Avenue Securities
New York
$488K +$52.3K +169 +12%
HTC
600
Haverford Trust Company
Pennsylvania
$487K

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.