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Parker-Hannifin

889 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

1.91% less ownership

Funds ownership: 81.71%79.8% (-1.9%)

5% less funds holding

Funds holding: 939889 (-50)

11% less capital invested

Capital invested by funds: $32.3B → $28.8B (-$3.49B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $152M | Put options by funds: $201M

40% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 96

Holders
889
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
15.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
329
Reduced
314
Closed
96
Calls
$152M
Puts
$201M
Net Calls
-$48.7M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
801
Bedel Financial Consulting
Indiana
$33K +$298 +1 +0.9%
GAM
802
Gemmer Asset Management
California
$31K
RTC
803
Riverview Trust Company
Washington
$31K
PB
804
Pinnacle Bancorp
Nebraska
$31K +$10.1K +34 +44%
JWA
805
JFS Wealth Advisors
Pennsylvania
$31K +$33K +111 New
LAS
806
Lloyd Advisory Services
Georgia
$30K -$2.98K -10 -9%
POIA
807
Pin Oak Investment Advisors
Texas
$30K
PG
808
Proffitt & Goodson
Tennessee
$30K
GRP
809
Global Retirement Partners
California
$30K +$8.93K +30 +38%
RCA
810
Ranch Capital Advisors
Florida
$30K +$32.1K +108 New
Loomis, Sayles & Company
811
Loomis, Sayles & Company
Massachusetts
$28K -$1.65M -5,549 -98%
CYG
812
Clean Yield Group
Vermont
$28K -$2.68K -9 -8%
HR
813
Howe & Rusling
New York
$28K
AF
814
Arrow Financial
New York
$27K
MRCM
815
M&R Capital Management
New Jersey
$27K
BMD
816
Better Money Decisions
New Mexico
$25K
AssetMark Inc
817
AssetMark Inc
California
$25K +$25.3K +85 +2,125%
BWA
818
BDO Wealth Advisors
Florida
$24K
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$298 +1 +1%
PCG
820
Private Capital Group
Connecticut
$23K -$298 -1 -1%
FMP
821
Financial Management Professionals
Texas
$22K +$22.9K +77 +2,567%
WPA
822
West Paces Advisors
Georgia
$21.3K
GM
823
GeoWealth Management
Illinois
$21K -$44.9K -151 -67%
BCA
824
Bray Capital Advisors
Florida
$21K
First Manhattan
825
First Manhattan
New York
$21K +$1.19K +4 +5%

PH Hedge Fund Activity: Q3 2021 in Review

889 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2021, worth a combined $28.8B — down 11% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PH and 58 opened new positions — a net loss of 38 holders — while 314 trimmed existing stakes and 329 added.

The largest buyer was Viking Global Investors, adding an estimated $724M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 889 institutional investors held Parker-Hannifin (PH) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $28.8B of Parker-Hannifin stock for Q3 2021, down 11% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q3 2021 and 96 closed out, a net change of -38 holders.
  • The largest Parker-Hannifin buyer in Q3 2021 was Viking Global Investors, an estimated $724M added.
  • The largest Parker-Hannifin seller in Q3 2021 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.