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Parker-Hannifin

792 hedge funds and large institutions have $20.7B invested in Parker-Hannifin in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 272 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $18.9B → $20.7B (+$1.78B)

7% more funds holding

Funds holding: 739792 (+53)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 262

0.69% less ownership

Funds ownership: 80.37%79.68% (-0.69%)

23% less call options, than puts

Call options by funds: $94.3M | Put options by funds: $123M

Holders
792
Holders Change
+53
Holders Change %
+7.17%
% of All Funds
15.98%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.26%
New
108
Increased
272
Reduced
262
Closed
49
Calls
$94.3M
Puts
$123M
Net Calls
-$28.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Crewe Advisors
Utah
$3K +$2.56K +13 New
CYG
777
Clean Yield Group
Vermont
$3K +$3.34K +17 New
BCWM
778
Bartlett & Co Wealth Management
Ohio
$2.43K
AssetMark Inc
779
AssetMark Inc
California
$2K -$1.18K -6 -38%
BC
780
Bartlett & Co
Ohio
$2K
Kayne Anderson Rudnick Investment Management
781
Kayne Anderson Rudnick Investment Management
California
$2K
GI
782
Gradient Investments
Minnesota
$2K +$1.77K +9 New
PFS
783
Prospera Financial Services
Texas
$2K +$1.97K +10 New
FGA
784
Fortis Group Advisors
New Jersey
$2K +$2.16K +11 New
TWP
785
TFO Wealth Partners
Ohio
$2K +$2.16K +11 New
SWA
786
Sutton Wealth Advisors
Florida
$1.82K
BWM
787
BerganKDV Wealth Management
Minnesota
$1K -$13.2K -67 -92%
CAM
788
ClariVest Asset Management
California
$1K
PWMG
789
Prestige Wealth Management Group
New Jersey
$1K
TI
790
Truehand Inc
New Hampshire
$1K
UFF
791
USA Financial Formulas
Michigan
$1K +$984 +5 New
SXL
792
Summit X LLC
Missouri
$202 +$1.77K +9 New
LP
793
Longview Partners
Guernsey
-$926M -5,055,069 Closed
Assenagon Asset Management
794
Assenagon Asset Management
Luxembourg
-$22.9M -125,002 Closed
LP
795
LMR Partners
United Kingdom
-$5.64M -30,802 Closed
PI
796
Putnam Investments
Massachusetts
-$3.15M -17,160 Closed
HF
797
HRT Financial
New York
-$1.91M -10,423 Closed
BAM
798
Blueshift Asset Management
New Jersey
-$1.74M -9,500 Closed
PHK
799
Point72 Hong Kong
Hong Kong
-$1.41M -7,687 Closed
Voloridge Investment Management
800
Voloridge Investment Management
Florida
-$1.39M -7,600 Closed

PH Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2020, worth a combined $20.7B — up 9.4% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PH positions and 49 closed out — a net gain of 59 holders — while 272 added to existing stakes and 262 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $212M. The largest seller was Longview Partners, exiting entirely with an estimated $926M sold.

  • 792 institutional investors held Parker-Hannifin (PH) as of Q3 2020, up from 739 in Q2 2020.
  • Funds reported $20.7B of Parker-Hannifin stock for Q3 2020, up 9.4% quarter-over-quarter.
  • 108 funds opened new Parker-Hannifin positions in Q3 2020 and 49 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q3 2020 was Viking Global Investors, an estimated $212M added.
  • The largest Parker-Hannifin seller in Q3 2020 was Longview Partners, an estimated $926M sold.

Based on aggregated 13F filings for Q3 2020.