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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
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$24.1M -$1.07M -3,723 -5%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$23.7M +$7.22M +25,000 +50%
FWCM
128
Ferguson Wellman Capital Management
Oregon
$23.7M +$1.78M +6,166 +9%
BAAM
129
Baker Avenue Asset Management
California
$23.5M -$570K -1,975 -3%
GF
130
Gabelli Funds
New York
$23.3M +$5.83M +20,180 +38%
Truist Financial
131
Truist Financial
North Carolina
$23.3M -$2.29M -7,937 -10%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$23.3M -$4M -13,856 -16%
ADEF
133
Adams Diversified Equity Fund
Maryland
$23.2M
TAM
134
Tocqueville Asset Management
New York
$23M +$123K +425 +0.6%
PAMU
135
Pictet Asset Management (UK)
United Kingdom
$22.4M +$940K +3,257 +5%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M +$1.32M +4,578 +7%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$20.7M -$5.64M -19,519 -23%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$20.5M +$2.48M +8,601 +15%
PHAM
139
Pacific Heights Asset Management
California
$20.2M
MSL
140
Mackay Shields LLC
New York
$20M -$2.26M -7,837 -11%
SBH
141
Segall Bryant & Hamill
Illinois
$20M +$8.65M +29,949 +89%
WCM
142
Wedge Capital Management
North Carolina
$19.8M -$314K -1,088 -2%
IP
143
Interval Partners
New York
$19.8M -$48.2M -166,959 -73%
Holocene Advisors
144
Holocene Advisors
New York
$19.5M -$86.3M -298,941 -83%
CHAM
145
Clear Harbor Asset Management
Connecticut
$19.3M +$325K +1,125 +2%
Asset Management One
146
Asset Management One
Japan
$19.1M -$458K -1,585 -3%
Axa
147
Axa
France
$19M -$16.9M -58,603 -49%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$18.4M +$2.22M +7,687 +15%
ERSOT
149
Employees Retirement System of Texas
Texas
$18.3M -$2.31M -8,000 -12%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$18.1M +$5.59M +19,348 +51%

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.