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Parker-Hannifin

889 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

1.91% less ownership

Funds ownership: 81.71%79.8% (-1.9%)

5% less funds holding

Funds holding: 939889 (-50)

11% less capital invested

Capital invested by funds: $32.3B → $28.8B (-$3.49B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $152M | Put options by funds: $201M

40% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 96

Holders
889
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
15.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
329
Reduced
314
Closed
96
Calls
$152M
Puts
$201M
Net Calls
-$48.7M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
676
McDonald Partners
Ohio
$266K
BAM
677
Brave Asset Management
New Jersey
$265K
CCM
678
Crew Capital Management
Ohio
$263K +$4.17K +14 +2%
HKIM
679
Hayek Kallen Investment Management
Alabama
$259K -$29.8K -100 -10%
VCAM
680
Van Cleef Asset Management
Ohio
$257K -$35.7K -120 -12%
APWM
681
Atlas Private Wealth Management
New York
$256K +$48.2K +162 +22%
AFM
682
Abbot Financial Management
Massachusetts
$255K +$272K +913 New
SPIA
683
Steward Partners Investment Advisory
New York
$252K -$31.5K -106 -11%
SNBOSD
684
Security National Bank of So Dak
Iowa
$252K +$268K +900 New
SS
685
Simplicity Solutions
Minnesota
$250K +$26.2K +88 +11%
HI
686
Horizon Investments
North Carolina
$247K +$16.4K +55 +7%
RWA
687
Ropes Wealth Advisors
Massachusetts
$243K -$15.2K -51 -6%
AIA
688
Affinity Investment Advisors
California
$243K
SAA
689
Southeast Asset Advisors
Georgia
$239K +$5.06K +17 +2%
BFIM
690
Beese Fulmer Investment Management
Ohio
$237K -$14.9K -50 -6%
FA
691
Financial Advisors
Massachusetts
$237K -$4.46K -15 -2%
AAM
692
Auxier Asset Management
Oregon
$236K
NCM
693
Northside Capital Management
Oregon
$235K
MFW
694
Meristem Family Wealth
Minnesota
$231K +$24.4K +82 +11%
SIM
695
SSI Investment Management
California
$230K
TH
696
TCTC Holdings
Texas
$229K +$244K +820 New
NPPM
697
North Point Portfolio Managers
Ohio
$228K +$8.93K +30 +4%
LCM
698
Leisure Capital Management
California
$227K +$4.46K +15 +2%
MCA
699
Magnolia Capital Advisors
Mississippi
$225K +$239K +804 New
AWM
700
Avior Wealth Management
Nebraska
$224K -$14.3K -48 -6%

PH Hedge Fund Activity: Q3 2021 in Review

889 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2021, worth a combined $28.8B — down 11% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PH and 58 opened new positions — a net loss of 38 holders — while 314 trimmed existing stakes and 329 added.

The largest buyer was Viking Global Investors, adding an estimated $724M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 889 institutional investors held Parker-Hannifin (PH) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $28.8B of Parker-Hannifin stock for Q3 2021, down 11% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q3 2021 and 96 closed out, a net change of -38 holders.
  • The largest Parker-Hannifin buyer in Q3 2021 was Viking Global Investors, an estimated $724M added.
  • The largest Parker-Hannifin seller in Q3 2021 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.