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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
126
TD Asset Management
Ontario, Canada
$23.2M -$7.29M -29,428 -26%
PI
127
PEAK6 Investments
Illinois
$22.6M +$11.8M +47,529 +134%
Truist Financial
128
Truist Financial
North Carolina
$22.3M +$4.05M +16,332 +25%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$21.9M -$901K -3,637 -4%
AQR Capital Management
130
AQR Capital Management
Connecticut
$21.5M -$6.7M -27,041 -25%
BAAM
131
Baker Avenue Asset Management
California
$20.9M -$774K -3,125 -4%
DIA
132
Dana Investment Advisors
Wisconsin
$20.1M -$811K -3,275 -4%
ADEF
133
Adams Diversified Equity Fund
Maryland
$20M
TAM
134
Tocqueville Asset Management
New York
$19.7M
MSL
135
Mackay Shields LLC
New York
$19.4M +$2.65M +10,687 +18%
CI Investments Inc
136
CI Investments Inc
Ontario, Canada
$19.1M +$17.1M +69,065 +7,598%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$18.8M +$4.53M +18,295 +36%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$18.4M -$322K -1,300 -2%
ERSOT
139
Employees Retirement System of Texas
Texas
$18M +$16.3M +66,000 New
HighTower Advisors
140
HighTower Advisors
Illinois
$17.8M +$7.07M +28,547 +78%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.6M -$2.36M -9,528 -13%
PHAM
142
Pacific Heights Asset Management
California
$17.4M
WCM
143
Wedge Capital Management
North Carolina
$17.4M -$2.19M -8,824 -12%
BAPIM
144
British Airways Pensions Investment Management
United Kingdom
$17M -$3.21M -12,956 -17%
Asset Management One
145
Asset Management One
Japan
$16.6M -$57.2K -231 -0.4%
MSE
146
MUFG Securities EMEA
United Kingdom
$16.3M +$14.9M +60,000 New
CHAM
147
Clear Harbor Asset Management
Connecticut
$16.3M +$77.3K +312 +0.5%
TAM
148
Todd Asset Management
Kentucky
$16.3M +$14.8M +59,799 New
Marshall Wace
149
Marshall Wace
United Kingdom
$16.2M -$42M -169,520 -74%
ZDA
150
Zweig-DiMenna Associates
New York
$16.1M +$14.6M +59,075 New

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.