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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
ESCM
726
Echo Street Capital Management
New York
$202K +$184K +743 New
CTC
727
Central Trust Company
Missouri
$201K +$126K +508 +222%
PBO
728
Peoples Bank (Ohio)
Ohio
$200K +$182K +735 New
CCM
729
Covington Capital Management
California
$191K
IA
730
IFP Advisors
Florida
$172K -$4.71K -19 -3%
CAM
731
CenterStar Asset Management
Illinois
$172K
WT
732
Washington Trust
Rhode Island
$163K
NIM
733
NuWave Investment Management
New Jersey
$163K +$68.1K +275 +85%
OSAM
734
O'Shaughnessy Asset Management
Connecticut
$162K +$19.8K +80 +16%
HIA
735
Harbor Investment Advisory
Maryland
$156K +$41.6K +168 +41%
HDIM
736
Hanson & Doremus Investment Management
Vermont
$151K
AIM
737
Acropolis Investment Management
Missouri
$147K
APWM
738
Atlas Private Wealth Management
New York
$147K +$18.8K +76 +16%
APC
739
Aspire Private Capital
North Carolina
$142K -$19.1K -77 -13%
SAM
740
S.A. Mason
Michigan
$141K +$4.71K +19 +4%
SWP
741
ShoreHaven Wealth Partners
New Jersey
$137K +$125K +505 New
CFGS
742
Concourse Financial Group Securities
Alabama
$134K +$22K +89 +22%
BBHC
743
Brown Brothers Harriman & Co
New York
$132K +$111K +449 +1,321%
RWA
744
Ropes Wealth Advisors
Massachusetts
$130K +$495 +2 +0.4%
CDIA
745
Capital Directions Investment Advisors
Georgia
$127K
GG
746
Gleason Group
Kentucky
$127K +$248 +1 +0.2%
TFS
747
TrustCore Financial Services
Tennessee
$123K +$12.4K +50 +13%
SIM
748
Sonora Investment Management
Arizona
$111K +$14.9K +60 +17%
Carson Wealth (CWM LLC)
749
Carson Wealth (CWM LLC)
Nebraska
$106K
SIS
750
Sound Income Strategies
Florida
$105K

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.