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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
EL
851
EMFO LLC
Florida
$9K
GLLW
852
Graves Light Lenhart Wealth
Virginia
$9K
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$9K
PWMG
854
Prestige Wealth Management Group
New Jersey
$9K
VNA
855
Valley National Advisers
Pennsylvania
$9K
ETC
856
Exchange Traded Concepts
Oklahoma
$8K -$893 -3 -10%
KFI
857
Key Financial Inc
Pennsylvania
$8K
WQ
858
Wealth Quarterback
New Jersey
$7K -$10.4K -35 -59%
SIAP
859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K -$1.78K -6 -19%
SBL
860
Sargent Bickham Lagudis
Colorado
$7K
BWM
861
Baystate Wealth Management
Massachusetts
$6K
EWA
862
Evolution Wealth Advisors
Florida
$6K
SAI
863
Systematic Alpha Investments
New Jersey
$6K
MA
864
MCF Advisors
Kentucky
$6K +$5.95K +20 New
BIA
865
Bell Investment Advisors
California
$6K +$6.54K +22 New
RA
866
Resolute Advisors
California
$4K -$5.06K -17 -52%
BWL
867
Bogart Wealth LLC
Virginia
$4K
CWP
868
Concord Wealth Partners
Virginia
$4K
CA
869
Crewe Advisors
Utah
$4K
LWM
870
Liberty Wealth Management
California
$4K +$1.19K +4 +36%
MWM
871
Mascoma Wealth Management
New Hampshire
$4K +$4.46K +15 New
BCWM
872
Bartlett & Co Wealth Management
Ohio
$3.35K -$4.46K -15 -56%
BC
873
Bartlett & Co
Ohio
$3K -$4.46K -15 -56%
CWA
874
Clearview Wealth Advisors
Oregon
$3K
Kayne Anderson Rudnick Investment Management
875
Kayne Anderson Rudnick Investment Management
California
$3K

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.