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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B -$26.1M -132,565 -1%
BlackRock
2
BlackRock
New York
$1.74B -$8.22M -41,788 -0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.12B +$79.6M +404,469 +8%
State Street
4
State Street
Massachusetts
$1.07B +$14.7M +74,839 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$808M +$105M +533,372 +15%
Aristotle Capital Management
6
Aristotle Capital Management
California
$781M +$14.7M +74,620 +2%
Capital World Investors
7
Capital World Investors
California
$580M -$245M -1,243,445 -30%
Norges Bank
8
Norges Bank
Norway
$555M +$58.6M +297,702 +12%
Viking Global Investors
9
Viking Global Investors
Connecticut
$510M +$212M +1,075,655 +75%
Charles Schwab
10
Charles Schwab
California
$442M -$27.1M -137,813 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$426M +$13.8M +70,213 +3%
N
12
Nuveen
North Carolina
$394M -$1.72M -8,740 -0.4%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$352M +$236K +1,199 +0.1%
Northern Trust
14
Northern Trust
Illinois
$299M -$727K -3,698 -0.3%
Victory Capital Management
15
Victory Capital Management
Texas
$294M -$4.58M -23,287 -2%
Harris Associates
16
Harris Associates
Illinois
$290M -$47.4K -241 -0%
Ameriprise
17
Ameriprise
Minnesota
$289M +$10.8M +54,813 +4%
Bank of America
18
Bank of America
North Carolina
$284M +$47.4M +240,720 +21%
UBS Group
19
UBS Group
Switzerland
$278M -$9.56M -48,573 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$246M +$6.8M +34,581 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$230M -$7.21M -36,631 -3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$199M -$3.1M -15,775 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$186M +$133M +674,078 +273%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$180M -$5.62M -28,571 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$164M -$5.52M -28,071 -3%

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.