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Parker-Hannifin

939 hedge funds and large institutions have $32.3B invested in Parker-Hannifin in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 362 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

24% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 292

2% more funds holding

Funds holding: 925939 (+14)

0.43% more ownership

Funds ownership: 81.28%81.71% (+0.43%)

2% less capital invested

Capital invested by funds: $33B → $32.3B (-$727M)

20% less call options, than puts

Call options by funds: $188M | Put options by funds: $234M

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
939
Holders Change
+14
Holders Change %
+1.51%
% of All Funds
16.34%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.14%
New
104
Increased
362
Reduced
292
Closed
80
Calls
$188M
Puts
$234M
Net Calls
-$46.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Arcadia Investment Management
Michigan
$9K +$8.67K +28 New
BCWM
902
Bartlett & Co Wealth Management
Ohio
$8.29K
RCA
903
Ranch Capital Advisors
Florida
$8K -$8.98K -29 Closed
BC
904
Bartlett & Co
Ohio
$8K
KFI
905
Key Financial Inc
Pennsylvania
$8K
SBL
906
Sargent Bickham Lagudis
Colorado
$8K
FPS
907
Fieldpoint Private Securities
Connecticut
$8K +$7.12K +23 +460%
EWA
908
Evolution Wealth Advisors
Florida
$7K
BWM
909
Baystate Wealth Management
Massachusetts
$6K
MCM
910
MV Capital Management
Maryland
$6K +$4.64K +15 +300%
IRAG
911
Investment Research & Advisory Group
Georgia
$6K +$5.88K +19 New
SAI
912
Systematic Alpha Investments
New Jersey
$6K +$6.19K +20 New
BWL
913
Bogart Wealth LLC
Virginia
$5K
PWS
914
Paragon Wealth Strategies
Florida
$5K +$5.26K +17 New
CWP
915
Concord Wealth Partners
Virginia
$4K
CA
916
Crewe Advisors
Utah
$4K
MIM
917
Macroview Investment Management
Maryland
$4K
VCM
918
Versant Capital Management
Arizona
$3K -$6.81K -22 -71%
CWA
919
Clearview Wealth Advisors
Oregon
$3K
EFSCE
920
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$3K
LWM
922
Liberty Wealth Management
California
$3K
RAM
923
Riggs Asset Management
Pennsylvania
$3K +$2.79K +9 New
ATC
924
Adirondack Trust Company
New York
$3K +$3.1K +10 New
GI
925
Gradient Investments
Minnesota
$3K +$3.4K +11 New

PH Hedge Fund Activity: Q2 2021 in Review

939 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2021, worth a combined $32.3B — down 2.2% from $33B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PH positions and 80 closed out — a net gain of 24 holders — while 362 added to existing stakes and 292 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $269M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $349M sold.

  • 939 institutional investors held Parker-Hannifin (PH) as of Q2 2021, up from 925 in Q1 2021.
  • Funds reported $32.3B of Parker-Hannifin stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 104 funds opened new Parker-Hannifin positions in Q2 2021 and 80 closed out, a net change of +24 holders.
  • The largest Parker-Hannifin buyer in Q2 2021 was Winslow Capital Management, an estimated $269M added.
  • The largest Parker-Hannifin seller in Q2 2021 was 1832 Asset Management, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2021.