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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
AL
776
Aspiriant LLC
California
$219K +$213K +687 New
RPC
777
Rossmore Private Capital
Connecticut
$218K +$212K +685 New
MFA
778
Mayflower Financial Advisors
Massachusetts
$217K +$309 +1 +0.1%
LIM
779
Leavell Investment Management
Alabama
$216K +$210K +678 New
NB
780
Northwest Bancshares
Pennsylvania
$215K -$23.2K -75 -10%
WWMSC
781
Wagner Wealth Management (South Carolina)
South Carolina
$215K
CSPAM
782
Cary Street Partners Asset Management
Virginia
$215K +$209K +675 New
KWM
783
Kolinsky Wealth Management
New Jersey
$215K +$209K +675 New
LCC
784
Lincoln Capital Corp
Rhode Island
$214K +$208K +672 New
NWM
785
Nicola Wealth Management
British Columbia, Canada
$208K +$201K +651 New
PP
786
Patron Partners
Texas
$208K +$202K +654 New
SCM
787
Salem Capital Management
Massachusetts
$207K +$201K +650 New
FAN
788
Financial Advisors Network
California
$206K
CFA
789
Carroll Financial Associates
North Carolina
$206K +$1.86K +6 +0.9%
WPC
790
Wedmont Private Capital
Pennsylvania
$205K +$193K +625 New
DWT
791
Dorsey & Whitney Trust
South Dakota
$205K +$199K +644 New
PMFA
792
Plante Moran Financial Advisors
Michigan
$204K +$18.3K +59 +10%
HWIS
793
Hancock Whitney Investment Services
Louisiana
$203K +$192K +621 New
RA
794
RFG Advisory
Alabama
$203K +$197K +637 New
PBO
795
Peoples Bank (Ohio)
Ohio
$202K +$196K +635 New
CS
796
Comerica Securities
Michigan
$202K +$197K +636 New
Koshinski Asset Management
797
Koshinski Asset Management
Illinois
$201K
1SB
798
1ST Source Bank
Indiana
$200K +$195K +629 New
CTC
799
Central Trust Company
Missouri
$198K -$24.7K -80 -11%
PCM
800
Penserra Capital Management
California
$182K +$33.1K +107 +23%

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.