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Parker-Hannifin

792 hedge funds and large institutions have $20.7B invested in Parker-Hannifin in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 272 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $18.9B → $20.7B (+$1.78B)

7% more funds holding

Funds holding: 739792 (+53)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 262

0.69% less ownership

Funds ownership: 80.37%79.68% (-0.69%)

23% less call options, than puts

Call options by funds: $94.3M | Put options by funds: $123M

Holders
792
Holders Change
+53
Holders Change %
+7.17%
% of All Funds
15.98%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.26%
New
108
Increased
272
Reduced
262
Closed
49
Calls
$94.3M
Puts
$123M
Net Calls
-$28.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
626
CWS Financial Advisors
Michigan
$203K +$197K +1,003 New
PA
627
Pinnacle Associates
New York
$202K +$197K +999 New
QCG
628
Quadrant Capital Group
Ohio
$197K -$23.6K -120 -11%
IA
629
IndexIQ Advisors
New York
$192K +$113K +572 +151%
SPIA
630
Steward Partners Investment Advisory
New York
$191K +$90.3K +459 +95%
IMRF
631
Illinois Municipal Retirement Fund
Illinois
$185K +$180K +916 New
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$184K +$179K +909 New
GWM
633
Geneos Wealth Management
Colorado
$176K +$197 +1 +0.1%
FC
634
FORA Capital
Florida
$175K +$171K +867 New
AWM
635
Avior Wealth Management
Nebraska
$172K -$39.1K -199 -19%
PMFA
636
Plante Moran Financial Advisors
Michigan
$160K +$30.3K +154 +24%
CAW
637
Cornerstone Advisors (Washington)
Washington
$151K -$1.97K -10 -1%
CFA
638
Carroll Financial Associates
North Carolina
$151K
DZ Bank
639
DZ Bank
Germany
$150K
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K -$50.4K -256 -26%
CCM
641
Covington Capital Management
California
$142K
IA
642
IFP Advisors
Florida
$131K -$89.1K -453 -41%
CAL
643
Capital Analysts LLC
Pennsylvania
$123K +$393 +2 +0.3%
APC
644
Aspire Private Capital
North Carolina
$121K +$32.3K +164 +38%
WT
645
Washington Trust
Rhode Island
$120K +$55.3K +281 +89%
PFWA
646
Paces Ferry Wealth Advisors
Georgia
$120K +$116K +591 New
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$119K +$116K +590 New
HDIM
648
Hanson & Doremus Investment Management
Vermont
$112K
Millennium Management
649
Millennium Management
New York
$110K +$34.2M +173,849 +47%
AIM
650
Acropolis Investment Management
Missouri
$109K +$106K +541 New

PH Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2020, worth a combined $20.7B — up 9.4% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PH positions and 49 closed out — a net gain of 59 holders — while 272 added to existing stakes and 262 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $212M. The largest seller was Longview Partners, exiting entirely with an estimated $926M sold.

  • 792 institutional investors held Parker-Hannifin (PH) as of Q3 2020, up from 739 in Q2 2020.
  • Funds reported $20.7B of Parker-Hannifin stock for Q3 2020, up 9.4% quarter-over-quarter.
  • 108 funds opened new Parker-Hannifin positions in Q3 2020 and 49 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q3 2020 was Viking Global Investors, an estimated $212M added.
  • The largest Parker-Hannifin seller in Q3 2020 was Longview Partners, an estimated $926M sold.

Based on aggregated 13F filings for Q3 2020.