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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
SWA
951
Sutton Wealth Advisors
Florida
$3.5K +$309 +1 +10%
FCT
952
First Community Trust
Iowa
$3.18K +$3.09K +10 New
CWA
953
Clearview Wealth Advisors
Oregon
$3K – – –
Kayne Anderson Rudnick Investment Management
954
Kayne Anderson Rudnick Investment Management
California
$3K – – –
VCM
955
Versant Capital Management
Arizona
$3K – – –
LWA
956
Lenox Wealth Advisors
New York
$3K +$2.48K +8 New
NSIM
957
North Star Investment Management
Illinois
$3K +$2.78K +9 New
RPCONE
958
Retirement Planning Company of New England
Rhode Island
$3K +$3.4K +11 New
ATC
959
Adirondack Trust Company
New York
$2K -$10.8K -35 -88%
AFS
960
Annapolis Financial Services
Maryland
$2K – – –
FPS
961
Fieldpoint Private Securities
Connecticut
$2K – – –
RBC
962
Roble Belko & Company
Pennsylvania
$2K – – –
TI
963
Truehand Inc
New Hampshire
$2K – – –
TFGT
964
TS Financial Group (TSFG)
Illinois
$2K – – –
CAC
965
Core Alternative Capital
Georgia
$2K +$1.55K +5 New
CCM
966
Chilton Capital Management
Texas
$2K +$1.86K +6 New
AA
967
Addison Advisors
Vermont
$2K +$2.17K +7 New
DHGWA
968
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$2.17K +7 New
GFPC
969
Global Financial Private Client
Florida
$1.59K – – –
First Manhattan
970
First Manhattan
New York
$1K -$22.6K -73 -95%
Capstone Investment Advisors
971
Capstone Investment Advisors
New York
$1K +$619 +2 New
SFCL
972
Strengthening Families & Communities LLC
Massachusetts
$980 +$953K +3,080 New
CQS
973
Credential Qtrade Securities
$954 +$928 +3 New
WA
974
WestEnd Advisors
North Carolina
$318 +$309 +1 New
BIM
975
Baldwin Investment Management
Pennsylvania
$223 +$217K +700 New
37 38
39
40 41

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.