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.
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+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: 901 → 925 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$896M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$396M |
| 3 |
Goldman Sachs
New York
|
+$139M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$133M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$832M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$250M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$237M |
| 4 |
JP Morgan Chase
New York
|
-$143M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$130M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
1001
Merrion Investment Management
Cranford,
New Jersey
| – | -$4K | -16 | Closed |
|
|
1IA
1002
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$4K | -15 | Closed |
|
|
SIAG
1003
Safeguard Investment Advisory Group
Corona,
California
| – | -$3K | -14 | Closed |
|
|
ABC
1004
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$4K | -13 | Closed |
|
|
M
1005
MOTCO
San Antonio,
Texas
| – | -$4K | -13 | Closed |
|
|
CAAS
1006
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$3K | -11 | Closed |
|
1007
AssetMark Inc
Concord,
California
| – | -$3K | -10 | Closed |
|
|
CYG
1008
Clean Yield Group
Norwich,
Vermont
| – | -$2K | -9 | Closed |
|
|
GI
1009
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -9 | Closed |
|
|
EIP
1010
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$2K | -6 | Closed |
|
|
RG
1011
Retirement Group
San Diego,
California
| – | -$1K | -6 | Closed |
|
|
UFF
1012
USA Financial Formulas
Ada,
Michigan
| – | +$289 | +1 | New |
|
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.