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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
1WA
626
180 Wealth Advisors
Washington
$398K +$69K +239 +22%
NPPM
627
North Point Portfolio Managers
Ohio
$395K +$26K +90 +8%
PCP
628
Proficio Capital Partners
Massachusetts
$395K +$361K +1,252 New
GVAG
629
Great Valley Advisor Group
Delaware
$388K -$4.62K -16 -1%
CCA
630
Checchi Capital Advisers
California
$384K -$3.18K -11 -0.9%
T
631
TRUADVICE
Florida
$383K +$34.1K +118 +11%
TCOV
632
Trust Company of Vermont
Vermont
$379K -$3.46K -12 -1%
MC
633
Moors & Cabot
Massachusetts
$375K -$2.02K -7 -0.6%
LSAG
634
Lake Street Advisors Group
New Hampshire
$365K +$1.73K +6 +0.5%
CWS
635
Cypress Wealth Services
California
$361K +$4.04K +14 +1%
APC
636
Aspire Private Capital
North Carolina
$361K +$179K +621 +119%
VFA
637
Voya Financial Advisors
Connecticut
$360K -$8.66K -30 -3%
BFA
638
Beaumont Financial Advisors
Massachusetts
$359K -$577 -2 -0.2%
SP
639
Successful Portfolios
Florida
$358K -$6.93K -24 -2%
EF
640
Empirical Finance
Pennsylvania
$358K
RB
641
Renasant Bank
Mississippi
$356K +$12.7K +44 +4%
RT
642
Rockland Trust
Massachusetts
$355K +$3.18K +11 +1%
PAS
643
Park Avenue Securities
New York
$355K +$48.2K +167 +17%
DMC
644
Drexel Morgan & Co
Pennsylvania
$354K -$289 -1 -0.1%
MYLI
645
Meiji Yasuda Life Insurance
Japan
$353K +$323K +1,120 New
ADL
646
Asset Dedication LLC
California
$350K +$13K +45 +4%
HKIM
647
Hayek Kallen Investment Management
Alabama
$347K
NAM
648
NTV Asset Management
West Virginia
$347K
VCAM
649
Van Cleef Asset Management
Ohio
$347K
JWCA
650
J.W. Cole Advisors
Florida
$347K +$4.91K +17 +2%

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.