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Parker-Hannifin

925 hedge funds and large institutions have $33B invested in Parker-Hannifin in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 335 increasing their positions, 302 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

36% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $28.8B → $33B (+$4.27B)

11% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 302

3% more funds holding

Funds holding: 901925 (+24)

0.63% more ownership

Funds ownership: 80.65%81.28% (+0.63%)

9% less call options, than puts

Call options by funds: $97.6M | Put options by funds: $108M

Holders
925
Holders Change
+24
Holders Change %
+2.66%
% of All Funds
16.24%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
118
Increased
335
Reduced
302
Closed
87
Calls
$97.6M
Puts
$108M
Net Calls
-$9.97M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Shakespeare Wealth Management
Wisconsin
$447K
AA
602
Apriem Advisors
California
$444K -$10.7K -37 -3%
PCS
603
Personal CFO Solutions
New Jersey
$440K +$63.8K +221 +19%
TNAM
604
Terra Nova Asset Management
New York
$438K
TC
605
TownSquare Capital
Utah
$432K +$396K +1,370 New
CC
606
Courier Capital
New York
$426K
HFAS
607
Hummer Financial Advisory Services
Illinois
$426K
BCA
608
Bay Colony Advisors
Massachusetts
$424K +$36.1K +125 +10%
CGL
609
Clarius Group LLC
Washington
$421K +$4.62K +16 +1%
BF
610
BOK Financial
Oklahoma
$421K +$11.5K +40 +3%
1W
611
1776 Wealth
Georgia
$418K -$9.24K -32 -2%
MWM
612
Meridian Wealth Management
Kentucky
$417K -$5.77K -20 -1%
P
613
Pitcairn
Pennsylvania
$417K +$14.4K +50 +4%
OTPPB
614
Ontario Teachers' Pension Plan Board
Ontario, Canada
$416K +$380K +1,318 New
HI
615
Harbour Investments
Wisconsin
$411K +$376K +1,301 New
Nomura Holdings
616
Nomura Holdings
Japan
$410K -$409K -1,416 -52%
OFS
617
OneAscent Financial Services
Alabama
$409K +$374K +1,296 New
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$409K +$31.8K +110 +9%
FC
619
Ferris Capital
Massachusetts
$408K
TFS
620
Thoroughbred Financial Services
Tennessee
$407K -$21.4K -74 -5%
KPW
621
Kore Private Wealth
New York
$406K +$69K +239 +23%
JIP
622
JBJ Investment Partners
South Carolina
$404K -$7.79K -27 -2%
PA
623
Pinnacle Associates
New York
$402K +$79.4K +275 +28%
Jane Street
624
Jane Street
New York
$400K -$9.06M -31,387 -96%
SIM
625
Sentry Investment Management
Wisconsin
$400K -$1.76M -6,082 -83%

PH Hedge Fund Activity: Q1 2021 in Review

925 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2021, worth a combined $33B — up 15% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PH positions and 87 closed out — a net gain of 31 holders — while 335 added to existing stakes and 302 trimmed.

The largest buyer was Bank of America, adding an estimated $896M. The largest seller was T. Rowe Price Associates, cutting an estimated $832M.

  • 925 institutional investors held Parker-Hannifin (PH) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $33B of Parker-Hannifin stock for Q1 2021, up 15% quarter-over-quarter.
  • 118 funds opened new Parker-Hannifin positions in Q1 2021 and 87 closed out, a net change of +31 holders.
  • The largest Parker-Hannifin buyer in Q1 2021 was Bank of America, an estimated $896M added.
  • The largest Parker-Hannifin seller in Q1 2021 was T. Rowe Price Associates, an estimated $832M sold.

Based on aggregated 13F filings for Q1 2021.