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Parker-Hannifin

792 hedge funds and large institutions have $20.7B invested in Parker-Hannifin in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 272 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $18.9B → $20.7B (+$1.78B)

7% more funds holding

Funds holding: 739792 (+53)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 262

0.69% less ownership

Funds ownership: 80.37%79.68% (-0.69%)

23% less call options, than puts

Call options by funds: $94.3M | Put options by funds: $123M

Holders
792
Holders Change
+53
Holders Change %
+7.17%
% of All Funds
15.98%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.26%
New
108
Increased
272
Reduced
262
Closed
49
Calls
$94.3M
Puts
$123M
Net Calls
-$28.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$19.3M -$1.57M -7,986 -8%
AG
127
Aperio Group
California
$18.9M +$502K +2,552 +3%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$18.9M +$360K +1,831 +2%
WMSA
129
Weiss Multi-Strategy Advisers
New York
$18.4M +$5.65M +28,698 +46%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$17.5M +$4.51M +22,943 +36%
HCMNY
131
Howard Capital Management (New York)
New York
$17.5M +$988K +5,020 +6%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$17M -$631K -3,206 -4%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$16.4M +$7.48M +38,020 +88%
DRZID
134
DePrince Race & Zollo Inc (DRZ)
Florida
$16.2M -$5.58M -28,380 -26%
BAAM
135
Baker Avenue Asset Management
California
$16.1M -$556K -2,828 -3%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$15.6M -$565K -2,871 -4%
DIA
137
Dana Investment Advisors
Wisconsin
$15.6M -$630K -3,204 -4%
BAPIM
138
British Airways Pensions Investment Management
United Kingdom
$15.2M
Allianz Asset Management
139
Allianz Asset Management
Germany
$15.1M +$12.3M +62,638 +531%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$15M +$5.02M +25,508 +53%
AIM
141
Artemis Investment Management
United Kingdom
$15M +$6.1M +31,014 +72%
ADEF
142
Adams Diversified Equity Fund
Maryland
$14.9M -$3.09M -15,700 -18%
WCM
143
Wedge Capital Management
North Carolina
$14.7M -$1.17M -5,956 -8%
TAM
144
Tocqueville Asset Management
New York
$14.6M
SAM
145
Sandbar Asset Management
United Kingdom
$14.6M +$8.04M +40,849 +131%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$14.2M -$1.11M -5,658 -7%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$13.9M +$13.6M +68,932 New
Truist Financial
148
Truist Financial
North Carolina
$13.3M +$1.41M +7,177 +12%
PHAM
149
Pacific Heights Asset Management
California
$12.9M +$984K +5,000 +8%
Asset Management One
150
Asset Management One
Japan
$12.6M -$2.2M -11,162 -15%

PH Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2020, worth a combined $20.7B — up 9.4% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PH positions and 49 closed out — a net gain of 59 holders — while 272 added to existing stakes and 262 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $212M. The largest seller was Longview Partners, exiting entirely with an estimated $926M sold.

  • 792 institutional investors held Parker-Hannifin (PH) as of Q3 2020, up from 739 in Q2 2020.
  • Funds reported $20.7B of Parker-Hannifin stock for Q3 2020, up 9.4% quarter-over-quarter.
  • 108 funds opened new Parker-Hannifin positions in Q3 2020 and 49 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q3 2020 was Viking Global Investors, an estimated $212M added.
  • The largest Parker-Hannifin seller in Q3 2020 was Longview Partners, an estimated $926M sold.

Based on aggregated 13F filings for Q3 2020.