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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
RFA
876
Reilly Financial Advisors
California
$36K -$17K -55 -33%
GAM
877
Gemmer Asset Management
California
$36K
PB
878
Pinnacle Bancorp
Nebraska
$36K
MAM
879
Mystic Asset Management
Rhode Island
$36K +$35.3K +114 New
JWA
880
JFS Wealth Advisors
Pennsylvania
$35K
PG
881
Proffitt & Goodson
Tennessee
$35K
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$35K +$11.1K +36 +48%
EPM
883
Equitec Proprietary Markets
Illinois
$35K +$34.3K +111 New
LAS
884
Lloyd Advisory Services
Georgia
$34K
POIA
885
Pin Oak Investment Advisors
Texas
$34K
GLLW
886
Graves Light Lenhart Wealth
Virginia
$34K +$23.2K +75 +234%
MIFH
887
Migdal Insurance & Financial Holdings
Israel
$34K +$33.1K +107 New
CWM
888
Cranbrook Wealth Management
Michigan
$33K -$21.7K -70 -40%
HR
889
Howe & Rusling
New York
$33K +$1.86K +6 +6%
CYG
890
Clean Yield Group
Vermont
$32K
BWA
891
BDO Wealth Advisors
Florida
$32K +$4.64K +15 +17%
MRCM
892
M&R Capital Management
New Jersey
$31K
GM
893
GeoWealth Management
Illinois
$31K +$7.73K +25 +34%
AF
894
Arrow Financial
New York
$30K
CTB
895
Country Trust Bank
Illinois
$27K +$26.6K +86 New
PCG
896
Private Capital Group
Connecticut
$26K +$619 +2 +2%
WPA
897
West Paces Advisors
Georgia
$24.2K
BCA
898
Bray Capital Advisors
Florida
$24K
CFCI
899
Comprehensive Financial Consultants Institutional
Indiana
$24K +$25.7K +83 New
EARNEST Partners
900
EARNEST Partners
Georgia
$23K

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.