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Parker-Hannifin

925 hedge funds and large institutions have $33B invested in Parker-Hannifin in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 335 increasing their positions, 302 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

36% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $28.8B → $33B (+$4.27B)

11% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 302

3% more funds holding

Funds holding: 901925 (+24)

0.63% more ownership

Funds ownership: 80.65%81.28% (+0.63%)

9% less call options, than puts

Call options by funds: $97.6M | Put options by funds: $108M

Holders
925
Holders Change
+24
Holders Change %
+2.66%
% of All Funds
16.24%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
118
Increased
335
Reduced
302
Closed
87
Calls
$97.6M
Puts
$108M
Net Calls
-$9.97M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$22K
CIA
852
CSat Investment Advisory
Michigan
$21K +$577 +2 +3%
GRP
853
Global Retirement Partners
California
$20K -$17K -59 -48%
HI
854
Hudock Inc
Pennsylvania
$20K
WAP
855
Wealthcare Advisory Partners
Pennsylvania
$18K +$16.5K +57 New
HWA
856
Heritage Wealth Advisors
Virginia
$17.7K
AIG
857
American International Group
New York
$17.6K +$1.92M +6,649 +14%
CL
858
COWA LLC
Oklahoma
$17K
IWP
859
IAG Wealth Partners
Wisconsin
$16K
IRC
860
Investors Research Corp
Georgia
$16K
PCFFS
861
Pacific Center for Financial Services
California
$16K
MWP
862
Meridian Wealth Partners
Pennsylvania
$16K +$14.7K +51 New
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.8K
MC
864
Maverick Capital
Texas
$15K -$3.13M -10,830 -100%
CFFP
865
Center for Financial Planning
Michigan
$15K
OC
866
Oakworth Capital
Alabama
$15K
WWM
867
Wolff Wiese Magana
California
$14K
CCC
868
Crescent Capital Consulting
Louisiana
$14K +$12.4K +43 New
TC
869
Truvestments Capital
Florida
$13K
Nisa Investment Advisors
870
Nisa Investment Advisors
Missouri
$12K -$57.7K -200 -0.5%
ETC
871
Exchange Traded Concepts
Oklahoma
$12K -$15.9K -55 -59%
TWA
872
TCI Wealth Advisors
Arizona
$12K +$6.06K +21 +131%
DAM
873
Delta Asset Management
Tennessee
$11K
MF
874
Manchester Financial
California
$11K
MFM
875
MD Financial Management
Ontario, Canada
$11K

PH Hedge Fund Activity: Q1 2021 in Review

925 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2021, worth a combined $33B — up 15% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PH positions and 87 closed out — a net gain of 31 holders — while 335 added to existing stakes and 302 trimmed.

The largest buyer was Bank of America, adding an estimated $896M. The largest seller was T. Rowe Price Associates, cutting an estimated $832M.

  • 925 institutional investors held Parker-Hannifin (PH) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $33B of Parker-Hannifin stock for Q1 2021, up 15% quarter-over-quarter.
  • 118 funds opened new Parker-Hannifin positions in Q1 2021 and 87 closed out, a net change of +31 holders.
  • The largest Parker-Hannifin buyer in Q1 2021 was Bank of America, an estimated $896M added.
  • The largest Parker-Hannifin seller in Q1 2021 was T. Rowe Price Associates, an estimated $832M sold.

Based on aggregated 13F filings for Q1 2021.