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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
APIM
726
Agate Pass Investment Management
Washington
$271K +$264K +852 New
AAM
727
Auxier Asset Management
Oregon
$269K
FA
728
Financial Advisors
Massachusetts
$269K
NCM
729
Northside Capital Management
Oregon
$268K
SAA
730
Southeast Asset Advisors
Georgia
$266K -$5.26K -17 -2%
TH
731
TCTC Holdings
Texas
$266K +$4.95K +16 +2%
CC
732
Centiva Capital
New York
$264K +$256K +829 New
CNC
733
Canandaigua National Corp
New York
$263K +$256K +828 New
MFW
734
Meristem Family Wealth
Minnesota
$262K
BC
735
Brookfield Corp
Ontario, Canada
$261K -$5.93M -19,178 -96%
SIM
736
SSI Investment Management
California
$261K
MCA
737
Magnolia Capital Advisors
Mississippi
$260K +$4.33K +14 +2%
NPPM
738
North Point Portfolio Managers
Ohio
$259K
CWP
739
CFM Wealth Partners
Texas
$254K
RG
740
Renaissance Group
Kentucky
$254K
LCM
741
Leisure Capital Management
California
$253K -$4.64K -15 -2%
CFGS
742
Concourse Financial Group Securities
Alabama
$253K +$13.3K +43 +6%
FSCM
743
Front Street Capital Management
Montana
$252K
MMA
744
Miracle Mile Advisors
California
$250K +$243K +787 New
WP
745
WealthSource Partners
California
$248K +$241K +780 New
TFS
746
TrustCore Financial Services
Tennessee
$247K +$54.1K +175 +29%
CG
747
Caprock Group
Idaho
$246K +$239K +773 New
SAM
748
S.A. Mason
Michigan
$245K
BFM
749
Boothbay Fund Management
New York
$243K +$236K +764 New
6F
750
626 Financial
Michigan
$242K +$236K +762 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.