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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K +$115K +463 +64%
NA
627
NewEdge Advisors
Louisiana
$321K +$7.68K +31 +3%
TBA
628
Tower Bridge Advisors
Pennsylvania
$320K +$291K +1,175 New
PCS
629
Personal CFO Solutions
New Jersey
$320K +$291K +1,175 New
OQS
630
Occudo Quantitative Strategies
Florida
$318K +$289K +1,167 New
NPPM
631
North Point Portfolio Managers
Ohio
$317K +$29.7K +120 +12%
QT
632
Quantamental Technologies
New York
$316K +$288K +1,161 New
VFA
633
Voya Financial Advisors
Connecticut
$315K -$24.5K -99 -8%
SP
634
Successful Portfolios
Florida
$315K -$14.6K -59 -5%
LSAG
635
Lake Street Advisors Group
New Hampshire
$314K +$3.47K +14 +1%
SW
636
SteelPeak Wealth
California
$313K +$3.96K +16 +1%
VHAM
637
Van Hulzen Asset Management
California
$312K -$743 -3 -0.3%
BFA
638
Beaumont Financial Advisors
Massachusetts
$311K -$46.1K -186 -14%
MC
639
Middleton & Co
Massachusetts
$308K -$12.4K -50 -4%
CWS
640
Cypress Wealth Services
California
$308K +$280K +1,131 New
1WA
641
180 Wealth Advisors
Washington
$307K -$14.4K -58 -5%
DMC
642
Drexel Morgan & Co
Pennsylvania
$306K
HH
643
Hilltop Holdings
Texas
$306K +$279K +1,125 New
GIM
644
Groesbeck Investment Management
New Jersey
$305K
QCG
645
Quadrant Capital Group
Ohio
$305K +$36.2K +146 +15%
RT
646
Rockland Trust
Massachusetts
$304K -$2.97K -12 -1%
YIH
647
Y-Intercept (HK)
Hong Kong
$303K +$278K +1,122 New
QP
648
Quilter Plc
United Kingdom
$301K +$6.19K +25 +2%
HKIM
649
Hayek Kallen Investment Management
Alabama
$300K
NAM
650
NTV Asset Management
West Virginia
$300K

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.