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Parker-Hannifin

979 hedge funds and large institutions have $32.9B invested in Parker-Hannifin in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 334 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more capital invested

Capital invested by funds: $28.8B → $32.9B (+$4.06B)

12% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 299

10% more funds holding

Funds holding: 889979 (+90)

0.97% more ownership

Funds ownership: 79.8%80.77% (+0.97%)

60% less call options, than puts

Call options by funds: $97.9M | Put options by funds: $244M

Holders
979
Holders Change
+90
Holders Change %
+10.12%
% of All Funds
15.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
175
Increased
334
Reduced
299
Closed
69
Calls
$97.9M
Puts
$244M
Net Calls
-$146M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
626
Abbot Financial Management
Massachusetts
$430K +$136K +440 +48%
HFAS
627
Hummer Financial Advisory Services
Illinois
$429K
CRWM
628
Castle Rock Wealth Management
California
$428K +$1.24K +4 +0.3%
CFG
629
Citizens Financial Group
Rhode Island
$427K +$81.3K +263 +24%
CCA
630
Checchi Capital Advisers
California
$418K +$22.3K +72 +6%
Rafferty Asset Management
631
Rafferty Asset Management
New York
$416K -$160K -516 -28%
MWM
632
Meridian Wealth Management
Kentucky
$415K -$4.64K -15 -1%
AAS
633
Ameritas Advisory Services
Nebraska
$414K +$402K +1,301 New
P
634
Pitcairn
Pennsylvania
$413K +$4.64K +15 +1%
ATC
635
Argent Trust Co
Tennessee
$412K
TFS
636
Thoroughbred Financial Services
Tennessee
$412K +$619 +2 +0.2%
AA
637
ALPS Advisors
Colorado
$410K +$4.95K +16 +1%
FFM
638
Forum Financial Management
Illinois
$410K +$399K +1,290 New
SIG
639
Stonegate Investment Group
Alabama
$410K +$399K +1,290 New
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K -$1.61M -5,207 -80%
CI
641
Conning Inc
Connecticut
$407K -$62.8K -203 -14%
RWA
642
Ropes Wealth Advisors
Massachusetts
$404K +$124K +400 +46%
1WA
643
180 Wealth Advisors
Washington
$395K -$10.8K -35 -3%
QIM
644
Quantitative Investment Management
Virginia
$390K +$380K +1,228 New
SPIA
645
Steward Partners Investment Advisory
New York
$389K +$99.9K +323 +36%
BFA
646
Beaumont Financial Advisors
Massachusetts
$388K +$23.2K +75 +7%
GCP
647
GSA Capital Partners
United Kingdom
$386K +$376K +1,214 New
CIBC World Market
648
CIBC World Market
Ontario, Canada
$385K -$74.9K -242 -17%
JWCA
649
J.W. Cole Advisors
Florida
$385K -$10.2K -33 -3%
CAM
650
CenterStar Asset Management
Illinois
$385K

PH Hedge Fund Activity: Q4 2021 in Review

979 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2021, worth a combined $32.9B — up 14% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new PH positions and 69 closed out — a net gain of 106 holders — while 334 added to existing stakes and 299 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $482M. The largest seller was Ameriprise, cutting an estimated $217M.

  • 979 institutional investors held Parker-Hannifin (PH) as of Q4 2021, up from 889 in Q3 2021.
  • Funds reported $32.9B of Parker-Hannifin stock for Q4 2021, up 14% quarter-over-quarter.
  • 175 funds opened new Parker-Hannifin positions in Q4 2021 and 69 closed out, a net change of +106 holders.
  • The largest Parker-Hannifin buyer in Q4 2021 was Wellington Management Group, an estimated $482M added.
  • The largest Parker-Hannifin seller in Q4 2021 was Ameriprise, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2021.