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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
NAM
676
NTV Asset Management
West Virginia
$347K -$3.09K -10 -0.9%
ACM
677
Advance Capital Management
Michigan
$346K +$337K +1,089 New
FI
678
Fractal Investments
Connecticut
$343K +$333K +1,077 New
Jones Financial Companies
679
Jones Financial Companies
Missouri
$339K -$20.7K -67 -6%
PJSIMP
680
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K +$337K +1,090 New
EW
681
Evoke Wealth
California
$336K
TCA
682
Transcend Capital Advisors
New Jersey
$336K +$327K +1,056 New
VCM
683
Vigilant Capital Management
Maine
$333K -$11.1K -36 -3%
CAL
684
Capital Analysts LLC
Pennsylvania
$331K +$23.2K +75 +8%
PBC
685
Pavion Blue Capital
California
$330K
PAA
686
Peregrine Asset Advisers
Oregon
$328K
FMBTD
687
First Midwest Bank Trust Division
Illinois
$328K +$319K +1,030 New
RB
688
Renasant Bank
Mississippi
$325K -$2.48K -8 -0.8%
CC
689
Courier Capital
New York
$324K -$101K -328 -24%
ACM
690
Armbruster Capital Management
New York
$322K
RIL
691
Rothschild Investment LLC
Illinois
$321K +$69.6K +225 +29%
GB
692
Goepper Burkhardt
South Carolina
$318K
NCM
693
Next Capital Management
New York
$318K
AWM
694
Avior Wealth Management
Nebraska
$315K +$58.5K +189 +24%
NEAM
695
New England Asset Management
Connecticut
$315K +$152K +490 +98%
MC
696
Middleton & Co
Massachusetts
$312K
FPOC
697
Financial Planners of Cleveland
Ohio
$311K +$293K +948 New
KA
698
Kovack Advisors
Florida
$310K +$64.6K +209 +27%
WS
699
Wedbush Securities
California
$310K +$76.4K +247 +34%
ACA
700
Atlas Capital Advisors
Wyoming
$309K -$179K -579 -37%

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.