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Parker-Hannifin
PH

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: 7 → 9 (+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: 889 → 979 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$482M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$181M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$90.1M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$77.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$66.2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$217M
2
DCP
D1 Capital Partners
New York
-$185M
3
Citadel Advisors
Citadel Advisors
Florida
-$155M
4
Goldman Sachs
Goldman Sachs
New York
-$125M
5
Renaissance Technologies
Renaissance Technologies
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
826
Carolinas Wealth Consulting
North Carolina
$101K +$31.9K +103 +48%
LF
827
Lee Financial
Texas
$98K – – –
EI
828
Ellevest Inc
New York
$96K +$10.2K +33 +12%
NFG
829
Next Financial Group
Texas
$93K +$13.9K +45 +18%
AWM
830
Atticus Wealth Management
Florida
$87K – – –
AWA
831
Amplius Wealth Advisors
Pennsylvania
$87K +$85.4K +276 New
HNWA
832
Henrickson Nauta Wealth Advisors
Michigan
$87K +$86K +278 New
BWM
833
BerganKDV Wealth Management
Minnesota
$85K +$80.4K +260 +4,333%
CA
834
CoreCap Advisors
Michigan
$82K +$80.1K +259 New
TFP
835
Tilia Fiduciary Partners
North Carolina
$78K +$75.5K +244 New
BHWM
836
Bay Harbor Wealth Management
Maryland
$76K +$3.09K +10 +4%
GWS
837
Glassman Wealth Services
Virginia
$72K +$23.2K +75 +50%
CBT
838
Central Bank & Trust
Kentucky
$68K – – –
SSB
839
Sandy Spring Bank
Maryland
$68K – – –
PHK
840
Point72 Hong Kong
Hong Kong
$66K -$3.04M -9,837 -98%
AAP
841
Arax Advisory Partners
Colorado
$66K – – –
SIC
842
Salem Investment Counselors
North Carolina
$64K – – –
SC
843
Steph & Co
Wisconsin
$64K – – –
CSWM
844
Cassady Schiller Wealth Management
Ohio
$64K +$61.9K +200 New
CNBTD
845
Citizens National Bank Trust Department
Mississippi
$64K +$61.9K +200 New
SWA
846
SOA Wealth Advisors
New York
$62K +$309 +1 +0.5%
AF
847
Allworth Financial
California
$60K +$56.9K +184 +3,680%
FFA
848
Freedman Financial Associates
Massachusetts
$59K – – –
PVH
849
Psagot Value Holdings
Israel
$59K – – –
CWS
850
Confluence Wealth Services
Pennsylvania
$59K +$57.5K +186 New
32 33
34
35 36

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.