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Parker-Hannifin

979 hedge funds and large institutions have $32.9B invested in Parker-Hannifin in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 334 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more capital invested

Capital invested by funds: $28.8B → $32.9B (+$4.06B)

12% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 299

10% more funds holding

Funds holding: 889979 (+90)

0.97% more ownership

Funds ownership: 79.8%80.77% (+0.97%)

60% less call options, than puts

Call options by funds: $97.9M | Put options by funds: $244M

Holders
979
Holders Change
+90
Holders Change %
+10.12%
% of All Funds
15.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
175
Increased
334
Reduced
299
Closed
69
Calls
$97.9M
Puts
$244M
Net Calls
-$146M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.07B -$9.95M -32,163 -0.3%
BlackRock
2
BlackRock
New York
$2.81B -$42.8M -138,476 -2%
State Street
3
State Street
Massachusetts
$1.97B +$27.3M +88,326 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.66B +$40.4M +130,530 +3%
Bank of America
5
Bank of America
North Carolina
$1.52B -$9.13M -29,511 -0.6%
Aristotle Capital Management
6
Aristotle Capital Management
California
$1.41B +$45.8M +148,154 +3%
Viking Global Investors
7
Viking Global Investors
Connecticut
$972M -$13.7M -44,334 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$746M +$32.5M +105,181 +5%
Norges Bank
9
Norges Bank
Norway
$720M -$994K -3,215 -0.1%
Charles Schwab
10
Charles Schwab
California
$625M -$4.86M -15,728 -0.8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$552M +$482M +1,556,785 +870%
Ameriprise
12
Ameriprise
Minnesota
$488M -$217M -700,381 -31%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$476M -$8.08M -26,127 -2%
Northern Trust
14
Northern Trust
Illinois
$468M -$8.19M -26,483 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$430M +$50.7M +163,952 +14%
MIHAS
16
Maj Invest Holding A/S
Denmark
$422M -$14.9M -48,053 -3%
N
17
Nuveen
North Carolina
$391M -$17.9M -57,987 -5%
UBS Group
18
UBS Group
Switzerland
$382M +$11.1M +35,819 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$377M +$23.9M +77,387 +7%
Invesco
20
Invesco
Georgia
$370M +$38.7M +125,177 +12%
AllianceBernstein
21
AllianceBernstein
Tennessee
$367M +$57.4M +185,523 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$347M -$2.08M -6,732 -0.6%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$346M +$77.3M +249,875 +30%
Deutsche Bank
24
Deutsche Bank
Germany
$341M +$23.9M +77,377 +8%
Morgan Stanley
25
Morgan Stanley
New York
$335M +$17.2M +55,726 +6%

PH Hedge Fund Activity: Q4 2021 in Review

979 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2021, worth a combined $32.9B — up 14% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new PH positions and 69 closed out — a net gain of 106 holders — while 334 added to existing stakes and 299 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $482M. The largest seller was Ameriprise, cutting an estimated $217M.

  • 979 institutional investors held Parker-Hannifin (PH) as of Q4 2021, up from 889 in Q3 2021.
  • Funds reported $32.9B of Parker-Hannifin stock for Q4 2021, up 14% quarter-over-quarter.
  • 175 funds opened new Parker-Hannifin positions in Q4 2021 and 69 closed out, a net change of +106 holders.
  • The largest Parker-Hannifin buyer in Q4 2021 was Wellington Management Group, an estimated $482M added.
  • The largest Parker-Hannifin seller in Q4 2021 was Ameriprise, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2021.