We are live on ! Find out more
PH icon

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
ACP
976
Aviance Capital Partners
Florida
-$241K -885 Closed
FI
977
FormulaFolio Investments
Michigan
-$233K -856 Closed
AO
978
Advisor OS
Illinois
-$224K -824 Closed
AA
979
AQR Arbitrage
Connecticut
-$218K -810 Closed
MF
980
Magnetar Financial
Illinois
-$213K -782 Closed
ESCM
981
Echo Street Capital Management
New York
-$202K -743 Closed
NIM
982
NuWave Investment Management
New Jersey
-$163K -600 Closed
RWA
983
Ropes Wealth Advisors
Massachusetts
-$130K -477 Closed
CDIA
984
Capital Directions Investment Advisors
Georgia
-$127K -465 Closed
PCA
985
Peddock Capital Advisors
Massachusetts
-$95K -349 Closed
DTIM
986
Danda Trouve Investment Management
Kansas
-$87K -320 Closed
D
987
Diversified
Delaware
-$61K -301 Closed
AL
988
AJO LP
Pennsylvania
-$80K -294 Closed
NICM
989
Neo Ivy Capital Management
New York
-$75K -274 Closed
PWM
990
Perigon Wealth Management
California
-$75K -274 Closed
FCH
991
Freestone Capital Holdings
Washington
-$51.5K -193 Closed
TPWA
992
TRUE Private Wealth Advisors
Oregon
-$48K -177 Closed
RPWA
993
Regent Peak Wealth Advisors
Georgia
-$48K -176 Closed
CCA
994
Childress Capital Advisors
Texas
-$41K -150 Closed
VCG
995
Vantage Consulting Group
Virginia
-$39K -145 Closed
HIIFS
996
Harel Insurance Investments & Financial Services
Israel
-$22K -127 Closed
TI
997
tru Independence
Oregon
-$12 -44 Closed
PCA
998
Providence Capital Advisors
North Carolina
-$11K -39 Closed
FF
999
FourThought Financial
Florida
-$7K -27 Closed
IA
1000
Inspire Advisors
Idaho
-$7K -25 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.