We are live on ! Find out more
PH icon

Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
276
Daymark Wealth Partners
Ohio
$6.61M +$5.32M +15,724 +1,279%
TPCM
277
Two Point Capital Management
New York
$6.55M +$72.1K +213 +1%
AUB
278
Atlantic Union Bankshares
Virginia
$6.53M -$579K -1,711 -9%
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$6.52M +$2.56M +7,565 +83%
CA
280
Claar Advisors
New York
$6.5M
BPC
281
Banque Pictet & Cie
Switzerland
$6.48M -$782K -2,310 -12%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$6.4M -$942K -2,785 -15%
II
283
Inspire Investing
Idaho
$6.33M -$620K -1,831 -10%
FFA
284
Fragasso Financial Advisors
Pennsylvania
$6.27M -$3.63M -10,728 -40%
ECM
285
EagleClaw Capital Management
Massachusetts
$6.21M +$50.8K +150 +1%
SOADOR
286
State of Alaska Department of Revenue
Alaska
$6.2M -$600K -1,772 -10%
PI
287
PFS Investments
Georgia
$6.04M +$528K +1,561 +11%
BFS
288
Bradley Foster & Sargent
Connecticut
$6.01M +$8.8K +26 +0.2%
CAM
289
Carret Asset Management
New York
$5.99M -$166K -491 -3%
GF
290
Gabelli Funds
New York
$5.97M -$5.08K -15 -0.1%
AssetMark Inc
291
AssetMark Inc
California
$5.93M -$437K -1,291 -8%
CNB
292
Czech National Bank
Czech Republic
$5.92M +$26.1K +77 +0.5%
PAM
293
Pegasus Asset Management
New York
$5.9M +$8.12K +24 +0.2%
CWM
294
CIBC World Markets
New York
$5.87M +$2.9M +8,560 +132%
NAM
295
Nissay Asset Management
Japan
$5.83M -$81.9K -242 -2%
IAA
296
Independent Advisor Alliance
North Carolina
$5.8M +$1.26M +3,733 +34%
EF
297
Empowered Funds
Pennsylvania
$5.8M +$4.81M +14,228 +2,244%
EST
298
EA Series Trust
Pennsylvania
$5.8M +$5.03M +14,862 New
SRAM
299
Spouting Rock Asset Management
Pennsylvania
$5.74M -$433K -1,279 -8%
HWM
300
Heirloom Wealth Management
Colorado
$5.56M +$4.82M +14,253 New

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.