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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
MIM
876
Macroview Investment Management
Maryland
$4K +$3.22K +13 New
1IA
877
1834 Investment Advisors
Wisconsin
$4K +$3.71K +15 New
MIM
878
Merrion Investment Management
New Jersey
$4K +$3.96K +16 New
SWA
879
Sutton Wealth Advisors
Florida
$3.54K +$991 +4 +44%
AssetMark Inc
880
AssetMark Inc
California
$3K
Kayne Anderson Rudnick Investment Management
881
Kayne Anderson Rudnick Investment Management
California
$3K +$743 +3 +33%
CWA
882
Clearview Wealth Advisors
Oregon
$3K +$2.48K +10 New
CAAS
883
Capital Asset Advisory Services
Michigan
$3K +$2.72K +11 New
MLFP
884
MPS Loria Financial Planners
Illinois
$3K +$3.22K +13 New
SIAG
885
Safeguard Investment Advisory Group
California
$3K +$3.47K +14 New
EIP
886
Ellis Investment Partners
Pennsylvania
$2K -$13.4K -54 -90%
CYG
887
Clean Yield Group
Vermont
$2K -$1.98K -8 -47%
LWM
888
Liberty Wealth Management
California
$2K -$1.49K -6 -35%
BWM
889
BerganKDV Wealth Management
Minnesota
$2K
GI
890
Gradient Investments
Minnesota
$2K
TI
891
Truehand Inc
New Hampshire
$2K
APWA
892
Atlas Private Wealth Advisors
New Jersey
$2K +$1.49K +6 New
AFS
893
Annapolis Financial Services
Maryland
$2K +$1.73K +7 New
IAIM
894
International Assets Investment Management
Florida
$2K +$1.73K +7 New
SFO
895
Standard Family Office
South Dakota
$2K +$1.98K +8 New
Walleye Capital
896
Walleye Capital
New York
$1.78K +$1.62M +6,554 New
GFPC
897
Global Financial Private Client
Florida
$1.36K +$1.24K +5 New
EFSCE
898
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$991 +4 New
FPS
899
Fieldpoint Private Securities
Connecticut
$1K +$1.24K +5 New
FMP
900
Financial Management Professionals
Texas
$1K +$1.24K +5 New

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.