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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
SIM
651
Sentry Investment Management
Wisconsin
$384K
ZB
652
Zions Bancorporation
Utah
$384K +$76.4K +247 +26%
TCOV
653
Trust Company of Vermont
Vermont
$382K
FAIM
654
Financial Advocates Investment Management
Washington
$382K +$309 +1 +0.1%
PCP
655
Proficio Capital Partners
Massachusetts
$375K -$3.09K -10 -0.8%
KFA
656
Krane Funds Advisors
New York
$375K +$365K +1,179 New
ADL
657
Asset Dedication LLC
California
$372K -$42.4K -137 -10%
CS
658
Cannell & Spears
New York
$371K +$361K +1,167 New
SP
659
Successful Portfolios
Florida
$370K -$2.48K -8 -0.7%
QCG
660
Quadrant Capital Group
Ohio
$368K +$10.5K +34 +3%
KWS
661
Keystone Wealth Services
California
$368K +$358K +1,156 New
SC
662
Savant Capital
Illinois
$364K +$49.5K +160 +16%
1W
663
1776 Wealth
Georgia
$361K -$12.1K -39 -3%
OIA
664
OneDigital Investment Advisors
Kansas
$361K +$6.19K +20 +2%
EGM
665
Engineers Gate Manager
New York
$360K +$43K +139 +14%
MCM
666
Mendel Capital Management
Arkansas
$359K +$350K +1,130 New
Fisher Asset Management
667
Fisher Asset Management
Washington
$358K -$880K -2,845 -72%
MGP
668
Metis Global Partners
California
$358K +$349K +1,127 New
JIP
669
JBJ Investment Partners
South Carolina
$356K -$70.8K -229 -17%
RT
670
Rockland Trust
Massachusetts
$355K
VVP
671
Venture Visionary Partners
Ohio
$354K -$2.78K -9 -0.8%
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
$354K +$313K +1,012 +1,012%
Verition Fund Management
673
Verition Fund Management
Connecticut
$353K -$2.29M -7,390 -87%
HC
674
Henshaw Capital
Massachusetts
$351K
ER
675
Enlightenment Research
Florida
$350K +$340K +1,100 New

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.