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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
701
Northside Capital Management
Oregon
$229K +$208K +841 New
SAA
702
Southeast Asset Advisors
Georgia
$228K +$207K +836 New
SWM
703
SeaCrest Wealth Management
New York
$228K +$208K +838 New
CCM
704
Coldstream Capital Management
Washington
$227K +$207K +835 New
AO
705
Advisor OS
Illinois
$224K +$204K +824 New
1SB
706
1ST Source Bank
Indiana
$224K +$204K +825 New
SIM
707
SSI Investment Management
California
$223K +$203K +818 New
TMAM
708
Tokio Marine Asset Management
Japan
$222K +$202K +816 New
Jennison Associates
709
Jennison Associates
New York
$219K +$199K +805 New
AA
710
AQR Arbitrage
Connecticut
$218K +$201K +810 New
NB
711
Northwest Bancshares
Pennsylvania
$217K +$197K +795 New
LCM
712
Leisure Capital Management
California
$217K +$197K +796 New
PMFA
713
Plante Moran Financial Advisors
Michigan
$216K +$991 +4 +0.5%
MF
714
Magnetar Financial
Illinois
$213K -$77.3K -312 -29%
BCM
715
Brookstone Capital Management
Illinois
$213K +$194K +783 New
CG
716
Caprock Group
Idaho
$213K +$194K +783 New
CAL
717
Capital Analysts LLC
Pennsylvania
$210K +$40.9K +165 +27%
MFA
718
Mayflower Financial Advisors
Massachusetts
$210K +$191K +770 New
CFA
719
Carroll Financial Associates
North Carolina
$204K
WS
720
Wedbush Securities
California
$204K +$185K +748 New
RIL
721
Rothschild Investment LLC
Illinois
$204K +$186K +750 New
SPIA
722
Steward Partners Investment Advisory
New York
$203K -$49.5K -200 -21%
MA
723
Montag & Associates
Georgia
$203K +$185K +745 New
PP
724
Patron Partners
Texas
$202K +$183K +740 New
TYCC
725
Texas Yale Capital Corp
Florida
$202K +$184K +741 New

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.