We are live on ! Find out more
PH icon

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
TCOV
651
Trust Company of Vermont
Vermont
$108K
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$106K
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$104K +$27.3K +139 +37%
FHA
654
Flagship Harbor Advisors
Massachusetts
$103K -$197 -1 -0.2%
SAM
655
S.A. Mason
Michigan
$101K -$197 -1 -0.2%
RWA
656
Ropes Wealth Advisors
Massachusetts
$96K -$4.92K -25 -5%
CDIA
657
Capital Directions Investment Advisors
Georgia
$94K
GG
658
Gleason Group
Kentucky
$94K +$393 +2 +0.4%
APWM
659
Atlas Private Wealth Management
New York
$94K +$91.5K +465 New
RIM
660
Rampart Investment Management
Connecticut
$90K -$522K -2,654 -86%
HIA
661
Harbor Investment Advisory
Maryland
$82K +$73.2K +372 +1,127%
TFS
662
TrustCore Financial Services
Tennessee
$81K
CFGS
663
Concourse Financial Group Securities
Alabama
$81K +$8.26K +42 +12%
SIS
664
Sound Income Strategies
Florida
$78K
CIA
665
CSat Investment Advisory
Michigan
$77K +$1.97K +10 +3%
IBOK
666
Independence Bank of Kentucky
Kentucky
$76K -$199K -1,010 -73%
AIM
667
Anchor Investment Management
South Carolina
$74.9K -$5.31K -27 -7%
FMT
668
First Mercantile Trust
Tennessee
$73K -$27.9K -142 -33%
PFBT
669
Parkside Financial Bank & Trust
Missouri
$73K +$14K +71 +25%
CHC
670
City Holding Co
West Virginia
$71K
SIM
671
Sonora Investment Management
Arizona
$70K
JCM
672
Jacobi Capital Management
Pennsylvania
$67K
DTIM
673
Danda Trouve Investment Management
Kansas
$66K +$24.6K +125 +63%
NIM
674
NuWave Investment Management
New Jersey
$65K +$35.2K +179 +123%
CWC
675
Carolinas Wealth Consulting
North Carolina
$64K +$23.8K +121 +63%

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.