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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
ST
601
Smithfield Trust
Pennsylvania
$396K -$286K -960 -40%
AA
602
Apriem Advisors
California
$394K
OPS
603
Orion Portfolio Solutions
Nebraska
$389K -$61.9K -208 -13%
TNAM
604
Terra Nova Asset Management
New York
$388K
KPW
605
Kore Private Wealth
New York
$387K +$17.3K +58 +4%
1WA
606
180 Wealth Advisors
Washington
$386K -$2.98K -10 -0.8%
PCS
607
Personal CFO Solutions
New Jersey
$384K +$13.4K +45 +3%
PAS
608
Park Avenue Securities
New York
$381K +$110K +369 +37%
DCM
609
Dupont Capital Management
Delaware
$379K -$2.36M -7,941 -85%
SFI
610
Siemens Fonds Invest
Germany
$378K +$403K +1,353 New
JIP
611
JBJ Investment Partners
South Carolina
$377K -$15.5K -52 -4%
CGL
612
Clarius Group LLC
Washington
$377K
CC
613
Courier Capital
New York
$377K
HFAS
614
Hummer Financial Advisory Services
Illinois
$377K
SWM
615
Spire Wealth Management
Virginia
$377K +$43.4K +146 +12%
BCA
616
Bay Colony Advisors
Massachusetts
$376K
MWM
617
Meridian Wealth Management
Kentucky
$369K
ADL
618
Asset Dedication LLC
California
$366K -$11.9K -40 -3%
ATC
619
Argent Trust Co
Tennessee
$362K -$2.98K -10 -0.8%
TFS
620
Thoroughbred Financial Services
Tennessee
$362K +$298 +1 +0.1%
P
621
Pitcairn
Pennsylvania
$358K -$5.06K -17 -1%
AA
622
ALPS Advisors
Colorado
$356K +$53K +178 +16%
WANY
623
Wealthspire Advisors (New York)
New York
$355K +$69.6K +234 +23%
JWCA
624
J.W. Cole Advisors
Florida
$348K +$42.8K +144 +13%
CCA
625
Checchi Capital Advisers
California
$347K +$893 +3 +0.2%

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.