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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
851
Delta Asset Management
Tennessee
$10K +$8.67K +35 New
MFM
852
MD Financial Management
Ontario, Canada
$10K +$8.92K +36 New
AW
853
Avion Wealth
Texas
$9K -$2.72K -11 -25%
HWM
854
HighMark Wealth Management
Minnesota
$9K -$495 -2 -6%
IF
855
Ironwood Financial
Arizona
$9K
VNA
856
Valley National Advisers
Pennsylvania
$9K
PWMG
857
Prestige Wealth Management Group
New Jersey
$9K +$6.69K +27 +450%
MSFP
858
Mark Sheptoff Financial Planning
Connecticut
$8K
VCM
859
Versant Capital Management
Arizona
$8K
BCWM
860
Bartlett & Co Wealth Management
Ohio
$7.36K +$3.71K +15 +125%
RCA
861
Ranch Capital Advisors
Florida
$7K
SBL
862
Sargent Bickham Lagudis
Colorado
$7K
BC
863
Bartlett & Co
Ohio
$7K +$3.71K +15 +125%
GLLW
864
Graves Light Lenhart Wealth
Virginia
$7K +$5.94K +24 New
IA
865
Inspire Advisors
Idaho
$7K +$6.19K +25 New
FF
866
FourThought Financial
Florida
$7K +$6.69K +27 New
EWA
867
Evolution Wealth Advisors
Florida
$6K -$8.17K -33 -59%
BWM
868
Baystate Wealth Management
Massachusetts
$6K
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SL
870
Savior LLC
Massachusetts
$6K
ABC
871
Associated Banc-Corp
Wisconsin
$4K
CA
872
Crewe Advisors
Utah
$4K
M
873
MOTCO
Texas
$4K
TWA
874
TCI Wealth Advisors
Arizona
$4K
CAM
875
ClariVest Asset Management
California
$4K +$2.48K +10 +200%

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.