We are live on ! Find out more
PH icon

Parker-Hannifin

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: 79 (+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: 889979 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1026
Kelly Financial Services
Massachusetts
-$50.1K -179 Closed
IWA
1027
IBEX Wealth Advisors
New Jersey
-$48K -172 Closed
ED
1028
Exane Derivatives
France
-$41.7K -149 Closed
AWA
1029
Arkadios Wealth Advisors
Georgia
-$33K -121 Closed
CPC
1030
Consolidated Planning Corp
Georgia
-$34K -121 Closed
GRP
1031
Global Retirement Partners
California
-$30K -109 Closed
RCA
1032
Ranch Capital Advisors
Florida
-$30K -108 Closed
BMD
1033
Better Money Decisions
New Mexico
-$25K -88 Closed
IF
1034
Ironwood Financial
Arizona
-$15K -53 Closed
AW
1035
Avion Wealth
Texas
-$9K -33 Closed
EWA
1036
Evolution Wealth Advisors
Florida
-$6K -23 Closed
MA
1037
MCF Advisors
Kentucky
-$6K -20 Closed
SAI
1038
Systematic Alpha Investments
New Jersey
-$6K -20 Closed
RA
1039
Resolute Advisors
California
-$4K -16 Closed
LWM
1040
Liberty Wealth Management
California
-$4K -15 Closed
MWM
1041
Mascoma Wealth Management
New Hampshire
-$4K -15 Closed
CA
1042
Crewe Advisors
Utah
-$4K -13 Closed
RAM
1043
Riggs Asset Management
Pennsylvania
-$3K -9 Closed
CAM
1044
ClariVest Asset Management
California
-$2K -7 Closed
CI
1045
Cordant Inc
Oregon
-$1K -2 Closed
GKWIM
1046
Gerber Kawasaki Wealth & Investment Management
California
-$2K -2 Closed
LCM
1047
Logan Capital Management
Pennsylvania
-$1K -2 Closed
PA
1048
PSI Advisors
Florida
+$309 +1 New

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.