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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.03B +$41.2M +142,551 +2%
BlackRock
2
BlackRock
New York
$2.68B +$16.9M +58,466 +0.7%
Capital World Investors
3
Capital World Investors
California
$2.03B +$396M +1,370,788 +27%
Bank of America
4
Bank of America
North Carolina
$1.76B +$896M +3,102,967 +125%
State Street
5
State Street
Massachusetts
$1.66B +$819K +2,836 +0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.58B -$143M -495,875 -9%
Aristotle Capital Management
7
Aristotle Capital Management
California
$1.31B +$94.1M +326,024 +9%
Norges Bank
8
Norges Bank
Norway
$861M -$54.4M -188,409 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$695M +$17.5M +60,468 +3%
Ameriprise
10
Ameriprise
Minnesota
$641M +$133M +461,213 +29%
Charles Schwab
11
Charles Schwab
California
$633M -$11.9M -41,109 -2%
N
12
Nuveen
North Carolina
$569M -$41.2M -142,653 -7%
Northern Trust
13
Northern Trust
Illinois
$475M +$15.1M +52,189 +4%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$448M +$20.4M +70,803 +5%
UBS Group
15
UBS Group
Switzerland
$418M -$33.7M -116,700 -8%
Principal Financial Group
16
Principal Financial Group
Iowa
$410M +$6.6M +22,854 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$396M -$832M -2,882,150 -70%
Goldman Sachs
18
Goldman Sachs
New York
$375M +$139M +480,490 +68%
Morgan Stanley
19
Morgan Stanley
New York
$355M +$58.4M +202,369 +22%
Victory Capital Management
20
Victory Capital Management
Texas
$351M -$13.1M -45,470 -4%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$349M -$44.6M -154,651 -12%
MIHAS
22
Maj Invest Holding A/S
Denmark
$330M +$8.96M +31,024 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$322M -$3.95M -13,689 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$313M -$3.46M -11,981 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$307M +$128M +442,790 +83%

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.