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Parker-Hannifin

1,522 hedge funds and large institutions have $66.8B invested in Parker-Hannifin in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 593 increasing their positions, 505 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 87

25% more capital invested

Capital invested by funds: $53.3B → $66.8B (+$13.6B)

17% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 505

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more funds holding

Funds holding: 1,4391,522 (+83)

0.63% more ownership

Funds ownership: 81.93%82.56% (+0.63%)

7% less call options, than puts

Call options by funds: $387M | Put options by funds: $414M

Holders
1,522
Holders Change
+83
Holders Change %
+5.77%
% of All Funds
21.86%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
179
Increased
593
Reduced
505
Closed
87
Calls
$387M
Puts
$414M
Net Calls
-$27M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
226
WesBanco Bank
West Virginia
$20.9M +$122K +214 +0.7%
UCFA
227
United Capital Financial Advisors
Texas
$20.5M -$127K -224 -0.7%
DIA
228
Dana Investment Advisors
Wisconsin
$20.3M -$528K -930 -3%
BPWM
229
Badgley Phelps Wealth Managers
Washington
$20.2M +$1.64M +2,892 +10%
CF
230
Corebridge Financial
Texas
$20M -$618K -1,087 -3%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$19.9M +$3.27M +5,748 +21%
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$19.7M +$2.18M +3,841 +14%
SC
233
SouthState Corp
Florida
$19.4M +$816K +1,436 +5%
HPC
234
HM Payson & Co
Maine
$19.3M -$19.9K -35 -0.1%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$19.1M -$305K -537 -2%
Walleye Capital
236
Walleye Capital
New York
$19M -$315K -555 -2%
MHIC
237
Marble Harbor Investment Counsel
Massachusetts
$18.9M -$96.6K -170 -0.6%
UOC
238
UBS O'Connor
Illinois
$18.1M +$16.3M +28,670 New
SWM
239
Segment Wealth Management
Texas
$17.8M -$23.3K -41 -0.1%
TSWM
240
Tyler-Stone Wealth Management
Ohio
$17.8M +$8.17M +14,375 +105%
Creative Planning
241
Creative Planning
Kansas
$17.7M +$1.43M +2,513 +10%
AAP
242
Aristotle Atlantic Partners
Florida
$17.7M
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.7M -$143K -252 -0.9%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$17.5M +$264K +464 +2%
CFG
245
Citizens Financial Group
Rhode Island
$17.5M +$3.94M +6,930 +33%
CWM
246
Congress Wealth Management
Massachusetts
$17.3M +$1.98M +3,480 +15%
UC
247
Unio Capital
New Jersey
$16.9M -$241K -425 -2%
CSIC
248
Clifford Swan Investment Counsel
California
$16.9M +$2.84K +5 +0%
AAIS
249
ABN AMRO Investment Solutions
$16.7M -$2.65M -4,662 -15%
ZP
250
Zimmer Partners
New York
$16.7M -$7.73M -13,600 -34%

PH Hedge Fund Activity: Q3 2024 in Review

1,522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2024, worth a combined $66.8B — up 25% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PH positions and 87 closed out — a net gain of 92 holders — while 593 added to existing stakes and 505 trimmed.

The largest buyer was State Street, adding an estimated $428M. The largest seller was Winslow Capital Management, cutting an estimated $337M.

  • 1,522 institutional investors held Parker-Hannifin (PH) as of Q3 2024, up from 1,439 in Q2 2024.
  • Funds reported $66.8B of Parker-Hannifin stock for Q3 2024, up 25% quarter-over-quarter.
  • 179 funds opened new Parker-Hannifin positions in Q3 2024 and 87 closed out, a net change of +92 holders.
  • The largest Parker-Hannifin buyer in Q3 2024 was State Street, an estimated $428M added.
  • The largest Parker-Hannifin seller in Q3 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2024.