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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
CWP
901
Concord Wealth Partners
Virginia
$4K +$3.75K +13 New
KFP
902
KB Financial Partners
New Jersey
$4K +$4.04K +14 New
RA
903
Resolute Advisors
California
$4K +$9.53K +33 New
Kayne Anderson Rudnick Investment Management
904
Kayne Anderson Rudnick Investment Management
California
$3K -$866 -3 -25%
CWA
905
Clearview Wealth Advisors
Oregon
$3K
SFO
906
Standard Family Office
South Dakota
$3K
APWA
907
Atlas Private Wealth Advisors
New Jersey
$3K +$866 +3 +50%
EFSCE
908
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.02K +7 +175%
SWA
909
Sutton Wealth Advisors
Florida
$2.84K -$1.16K -4 -31%
Walleye Capital
910
Walleye Capital
New York
$2.71K +$585K +2,027 +31%
CAM
911
ClariVest Asset Management
California
$2K -$2.31K -8 -53%
AFS
912
Annapolis Financial Services
Maryland
$2K
BWM
913
BerganKDV Wealth Management
Minnesota
$2K
FPS
914
Fieldpoint Private Securities
Connecticut
$2K
FMP
915
Financial Management Professionals
Texas
$2K
IAIM
916
International Assets Investment Management
Florida
$2K
LWM
917
Liberty Wealth Management
California
$2K
TI
918
Truehand Inc
New Hampshire
$2K
MCM
919
MV Capital Management
Maryland
$2K +$1.44K +5 New
RBC
920
Roble Belko & Company
Pennsylvania
$2K +$1.73K +6 New
CQS
921
Credential Qtrade Securities
$1.89K +$1.73K +6 New
GFPC
922
Global Financial Private Client
Florida
$1.58K
COCM
923
Charter Oak Capital Management
New Hampshire
$1K +$1.16K +4 New
BBHC
924
Brown Brothers Harriman & Co
New York
$52 -$92.1K -319 -66%
Harris Associates
925
Harris Associates
Illinois
-$237M -870,313 Closed

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.