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Parker-Hannifin

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: 79 (+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: 889979 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
851
AIA Group
Hong Kong
$58K +$56K +181 New
HI
852
Harbour Investments
Wisconsin
$57K -$628K -2,031 -92%
CFO
853
CVA Family Office
Colorado
$56K +$54.1K +175 New
FP
854
Financial Perspectives
Minnesota
$55.7K
OIA
855
Optimum Investment Advisors
Illinois
$53K
NIM
856
NuWave Investment Management
New Jersey
$52K -$131K -425 -72%
CCA
857
Column Capital Advisors
Indiana
$51K +$49.8K +161 New
ZIG
858
Zullo Investment Group
Pennsylvania
$51K +$49.8K +161 New
MAWCM
859
Mine & Arao Wealth Creation & Management
California
$49K
WT
860
Washington Trust
Rhode Island
$48K -$131K -422 -74%
BCM
861
Bourgeon Capital Management
Connecticut
$48K
GCM
862
Gables Capital Management
Florida
$47K
CSB
863
City State Bank
Iowa
$47K +$45.5K +147 New
HFM
864
Harvest Fund Management
China
$46K
WB
865
Webster Bank
Connecticut
$46K
CAL
866
Capital Advisors Ltd
Ohio
$46K +$309 +1 +0.7%
IBOK
867
Independence Bank of Kentucky
Kentucky
$45K
C
868
Covestor
United Kingdom
$44K +$42.7K +138 New
LFG
869
Larson Financial Group
Missouri
$43K +$4.64K +15 +13%
MTIC
870
Missouri Trust & Investment Company
Missouri
$43K +$41.8K +135 New
MAM
871
McCarthy Asset Management
California
$43K +$42.1K +136 New
BEI
872
Benjamin Edwards Inc
Missouri
$42K +$41.1K +133 New
BFC
873
Bedel Financial Consulting
Indiana
$41K +$3.4K +11 +9%
SCM
874
Silvant Capital Management
Georgia
$40K
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$11.1K +36 +42%

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.