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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
251
Mutual of America Capital Management
New York
$6.31M +$117K +409 +2%
HSA
252
HBK Sorce Advisory
Pennsylvania
$6.25M +$3.07M +10,734 +100%
MGWM
253
Marks Group Wealth Management
Minnesota
$6.24M +$2.36M +8,257 +63%
SBIA
254
Sheaff Brock Investment Advisors
Indiana
$6.2M +$57.2K +200 +0.9%
ROC
255
Running Oak Capital
Minnesota
$6.1M +$2.43M +8,478 +68%
MA
256
Montag & Associates
Georgia
$6.06M -$1.12M -3,922 -16%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$6.05M -$14.3K -50 -0.2%
WJWM
258
Williams Jones Wealth Management
New York
$6.02M -$188K -658 -3%
GIBU
259
Gulf International Bank (UK)
United Kingdom
$6.01M +$17.2K +60 +0.3%
YCM
260
Yousif Capital Management
Michigan
$5.91M +$196K +685 +3%
NYLIM
261
New York Life Investment Management
New York
$5.85M -$286 -1 -0%
AUB
262
Atlantic Union Bankshares
Virginia
$5.74M -$298K -1,041 -5%
BFM
263
Boothbay Fund Management
New York
$5.68M +$5.59M +19,533 New
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$5.51M +$239K +834 +5%
AI
265
Atria Investments
North Carolina
$5.4M +$1.49M +5,190 +39%
MAM
266
Mastrapasqua Asset Management
Tennessee
$5.39M +$190K +663 +4%
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$5.33M -$1.59M -5,561 -23%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$5.33M +$334K +1,166 +7%
TPSF
269
Texas Permanent School Fund
Texas
$5.31M +$22.9K +80 +0.4%
CS
270
Comerica Securities
Michigan
$5.28M +$5.19M +18,141 New
Creative Planning
271
Creative Planning
Kansas
$5.24M +$522K +1,824 +11%
SOADOR
272
State of Alaska Department of Revenue
Alaska
$5.23M +$42.9K +150 +0.8%
AssetMark Inc
273
AssetMark Inc
California
$5.2M +$650K +2,272 +15%
Robeco Institutional Asset Management
274
Robeco Institutional Asset Management
Netherlands
$5.02M -$4.62M -16,152 -48%
Renaissance Technologies
275
Renaissance Technologies
New York
$4.99M -$81.9M -286,030 -94%

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.