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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
BGC
101
Beutel, Goodman & Co
Ontario, Canada
$44.1M -$16.1M -55,732 -28%
Citadel Advisors
102
Citadel Advisors
Florida
$41.9M -$92.4M -320,090 -71%
APG Asset Management
103
APG Asset Management
Netherlands
$40.6M -$8.16M -28,280 -16%
MPMG
104
Minneapolis Portfolio Management Group
Minnesota
$39M -$195K -674 -0.5%
SC
105
Shellback Capital
Massachusetts
$37.2M +$34M +117,900 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$36.4M +$10.2M +35,499 +44%
PAM
107
Panagora Asset Management
Massachusetts
$36.3M +$178K +616 +0.5%
NIPH
108
NN Investment Partners Holdings
Netherlands
$36.1M +$1.11M +3,828 +3%
SEI Investments
109
SEI Investments
Pennsylvania
$36.1M +$3.85M +13,341 +13%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$32M -$1.75M -6,065 -6%
GIA
111
Gateway Investment Advisers
Ohio
$31.5M -$2.05M -7,097 -7%
Allianz Asset Management
112
Allianz Asset Management
Germany
$31.1M -$607K -2,103 -2%
TAM
113
Todd Asset Management
Kentucky
$31.1M +$11.2M +38,732 +65%
CPC
114
Cookson Peirce & Co
Pennsylvania
$30.5M +$25.2M +87,173 +916%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$30.3M +$1.53M +5,290 +6%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$30.2M -$3.15M -10,895 -10%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$29.9M -$1.39M -4,809 -5%
SAM
118
Scopus Asset Management
New York
$29.2M -$808K -2,800 -3%
AC
119
Albar Capital
United Kingdom
$28.9M +$14M +48,469 +112%
CB
120
Commerce Bank
Missouri
$28.8M +$22.9M +79,375 +665%
HighTower Advisors
121
HighTower Advisors
Illinois
$28.3M +$7.02M +24,308 +37%
HCMG
122
Howard Capital Management Group
California
$28M +$25.6M +88,708 New
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$27.3M -$1.74M -6,034 -7%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$25.5M -$6.23M -21,571 -21%
DIA
125
Dana Investment Advisors
Wisconsin
$25.4M +$2.03M +7,044 +10%

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.