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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
WCM
876
Wealthcare Capital Management
Virginia
$11K +$9.82K +34 New
AWM
877
Accel Wealth Management
Iowa
$11K +$10.1K +35 New
CAC
878
Certified Advisory Corp
Florida
$11K +$10.4K +36 New
AW
879
Avion Wealth
Texas
$10K
IF
880
Ironwood Financial
Arizona
$10K
MSFP
881
Mark Sheptoff Financial Planning
Connecticut
$10K
PWMG
882
Prestige Wealth Management Group
New Jersey
$10K
VNA
883
Valley National Advisers
Pennsylvania
$10K
VCM
884
Versant Capital Management
Arizona
$10K
GLLW
885
Graves Light Lenhart Wealth
Virginia
$10K +$2.31K +8 +33%
SC
886
Solstein Capital
California
$10K +$9.24K +32 New
BC
887
Bartlett & Co
Ohio
$9K
RCA
888
Ranch Capital Advisors
Florida
$9K
KFI
889
Key Financial Inc
Pennsylvania
$9K +$7.79K +27 New
BCWM
890
Bartlett & Co Wealth Management
Ohio
$8.52K
SBL
891
Sargent Bickham Lagudis
Colorado
$8K
SIAP
892
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K +$7.22K +25 New
BWM
893
Baystate Wealth Management
Massachusetts
$7K
EWA
894
Evolution Wealth Advisors
Florida
$7K
SL
895
Savior LLC
Massachusetts
$7K
HWM
896
HighMark Wealth Management
Minnesota
$5K -$5.2K -18 -55%
BWL
897
Bogart Wealth LLC
Virginia
$5K +$4.62K +16 New
CA
898
Crewe Advisors
Utah
$4K
MIM
899
Macroview Investment Management
Maryland
$4K
MLFP
900
MPS Loria Financial Planners
Illinois
$4K

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.