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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
SCA
751
Snowden Capital Advisors
New York
$241K -$93.4K -302 -28%
FMN
752
Financial Management Network
California
$241K +$230K +744 New
CT
753
Cambridge Trust
Massachusetts
$240K +$233K +753 New
ASN
754
Advisory Services Network
Georgia
$239K -$573K -1,854 -71%
EWA
755
Exencial Wealth Advisors
Oklahoma
$238K +$231K +747 New
GLA
756
Great Lakes Advisors
Illinois
$238K +$231K +747 New
LS
757
Livforsakringsbolaget Skandia
Sweden
$237K -$247K -800 -52%
SWM
758
SeaCrest Wealth Management
New York
$236K -$619 -2 -0.3%
TYCC
759
Texas Yale Capital Corp
Florida
$236K
GT
760
Glenview Trust
Kentucky
$236K +$4.64K +15 +2%
JRFS
761
James Reed Financial Services
Ohio
$236K +$230K +745 New
MC
762
Moors & Cabot
Massachusetts
$233K -$74.9K -242 -25%
LCM
763
Lewis Capital Management
California
$232K +$225K +728 New
IC
764
Intersect Capital
California
$232K +$226K +731 New
RCM
765
RNC Capital Management
California
$230K
NPF
766
Norris Perne & French
Michigan
$229K
VAS
767
Vestmark Advisory Solutions
Massachusetts
$229K +$222K +719 New
AWM
768
Axxcess Wealth Management
California
$228K +$221K +716 New
PCM
769
Presidio Capital Management
California
$228K +$221K +716 New
KPW
770
Kore Private Wealth
New York
$227K -$208K -673 -49%
SPC
771
Sigma Planning Corp
Michigan
$227K -$23.5K -76 -10%
EWM
772
Empirical Wealth Management
Washington
$227K +$221K +715 New
BP
773
Ballentine Partners
Massachusetts
$222K +$215K +696 New
SWA
774
Stratos Wealth Advisors
Ohio
$222K +$215K +696 New
NP
775
NorthRock Partners
Minnesota
$221K +$215K +696 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.