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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.58B -$22.7M -91,474 -1%
BlackRock
2
BlackRock
New York
$2.3B -$36.5M -147,274 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.5B -$4.35M -17,575 -0.3%
State Street
4
State Street
Massachusetts
$1.43B -$14.9M -60,102 -1%
Capital World Investors
5
Capital World Investors
California
$1.38B +$546M +2,203,690 +77%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.13B +$35.7M +144,080 +4%
Aristotle Capital Management
7
Aristotle Capital Management
California
$1.04B -$7.22M -29,157 -0.8%
Norges Bank
8
Norges Bank
Norway
$795M +$43.1M +174,023 +6%
KBC Group
9
KBC Group
Belgium
$684M +$29.9M +120,688 +36%
Bank of America
10
Bank of America
North Carolina
$676M +$266M +1,075,058 +76%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$584M +$10.3M +41,760 +2%
Charles Schwab
12
Charles Schwab
California
$558M -$34.2M -138,238 -6%
N
13
Nuveen
North Carolina
$531M +$374K +1,510 +0.1%
Viking Global Investors
14
Viking Global Investors
Connecticut
$458M -$207M -835,423 -33%
Ameriprise
15
Ameriprise
Minnesota
$428M +$35.1M +141,837 +10%
Northern Trust
16
Northern Trust
Illinois
$396M -$5.4M -21,788 -1%
UBS Group
17
UBS Group
Switzerland
$392M +$16.7M +67,521 +5%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$368M -$96.2M -388,452 -22%
Principal Financial Group
19
Principal Financial Group
Iowa
$348M +$15.7M +63,521 +5%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$339M +$306M +1,234,891 +7,811%
Victory Capital Management
21
Victory Capital Management
Texas
$315M -$73.8M -297,947 -20%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$282M -$26.1M -105,440 -9%
MIHAS
23
Maj Invest Holding A/S
Denmark
$276M +$63.1M +254,967 +34%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$273M +$4.52M +18,244 +2%
Morgan Stanley
25
Morgan Stanley
New York
$252M +$75.5M +305,037 +49%

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.