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Parker-Hannifin
PH

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: 7 → 9 (+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: 889 → 979 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$482M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$181M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$90.1M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$77.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$66.2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$217M
2
DCP
D1 Capital Partners
New York
-$185M
3
Citadel Advisors
Citadel Advisors
Florida
-$155M
4
Goldman Sachs
Goldman Sachs
New York
-$125M
5
Renaissance Technologies
Renaissance Technologies
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
901
Arcadia Investment Advisors
Idaho
$22.9K – – –
TFO
902
Tarbox Family Office
California
$22K – – –
CH
903
Canton Hathaway
Rhode Island
$22K +$21.3K +69 New
WWM
904
Wolff Wiese Magana
California
$21K +$7.11K +23 +51%
HI
905
Hudock Inc
Pennsylvania
$20K – – –
TWA
906
TCI Wealth Advisors
Arizona
$20K +$7.42K +24 +60%
HWA
907
Heritage Wealth Advisors
Virginia
$18K – – –
SC
908
Solstein Capital
California
$18K – – –
IWP
909
IAG Wealth Partners
Wisconsin
$16K – – –
IRC
910
Investors Research Corp
Georgia
$16K – – –
PCFFS
911
Pacific Center for Financial Services
California
$16K – – –
CFFP
912
Center for Financial Planning
Michigan
$15K – – –
OC
913
Oakworth Capital
Alabama
$15K – – –
MCM
914
MV Capital Management
Maryland
$15K +$2.48K +8 +21%
DFCM
915
Dark Forest Capital Management
Puerto Rico
$14K -$129K -416 -90%
FMP
916
Financial Management Professionals
Texas
$13K -$11.8K -38 -48%
TC
917
Truvestments Capital
Florida
$13K – – –
PAI
918
Pittenger & Anderson Inc
Nebraska
$12K +$12.1K +39 New
SC
919
Stephens Consulting
Michigan
$11.8K +$11.4K +37 New
BLC
920
Brown, Lisle/Cummings
Rhode Island
$11.1K +$10.8K +35 New
MFM
921
MD Financial Management
Ontario, Canada
$11K -$1.5M -4,844 -99%
DAM
922
Delta Asset Management
Tennessee
$11K -$3.4K -11 -24%
AWM
923
Accel Wealth Management
Iowa
$11K – – –
BIA
924
Bell Investment Advisors
California
$11K +$4.33K +14 +64%
CA
925
Cornerstone Advisory
Maryland
$11K +$10.8K +35 New
35 36
37
38 39

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.