We are live on ! Find out more
PH icon

Parker-Hannifin

1,418 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,418 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.36% (-1.4%)

Holders
1,418
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.43%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$12.1M -$915K -1,800 -8%
AMI
277
Amica Mutual Insurance
Rhode Island
$12M -$4.26M -8,387 -28%
BWM
278
Bulltick Wealth Management
Florida
$12M -$1.57M -3,097 -13%
EW
279
Evexia Wealth
Wisconsin
$11.7M -$463K -911 -4%
MOACM
280
Mutual of America Capital Management
New York
$11.5M +$363K +715 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
281
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.4M +$10.5M +20,600 New
CCM
282
Carderock Capital Management
Maryland
$11.4M -$1.4M -2,751 -12%
RPI
283
Railway Pension Investments
United Kingdom
$11.3M
BHWM
284
Bar Harbor Wealth Management
New Hampshire
$11.3M +$39.1K +77 +0.4%
MA
285
Montag & Associates
Georgia
$11M -$15.8K -31 -0.2%
NYLIM
286
New York Life Investment Management
New York
$10.8M -$345K -680 -3%
MML Investors Services
287
MML Investors Services
Massachusetts
$10.7M +$482K +949 +5%
WJWM
288
Williams Jones Wealth Management
New York
$10.7M -$452K -890 -4%
AssetMark Inc
289
AssetMark Inc
California
$10.6M +$146K +288 +2%
SWP
290
Stratos Wealth Partners
Ohio
$10.6M +$1.98M +3,893 +26%
ProShare Advisors
291
ProShare Advisors
Maryland
$10.5M -$325K -640 -3%
BPA
292
Beacon Pointe Advisors
California
$10.4M -$1.84M -3,628 -16%
AF
293
Alerus Financial
North Dakota
$10.4M -$184K -362 -2%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$10.3M -$524K -1,032 -5%
CA
295
Cetera Advisors
Colorado
$10.3M +$6.81M +13,413 +266%
MAM
296
Martingale Asset Management
Massachusetts
$10.3M +$8.56M +16,839 +1,043%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$10.1M +$278K +547 +3%
SHGA
298
Sand Hill Global Advisors
California
$10M -$679K -1,337 -7%
SBIA
299
Sheaff Brock Investment Advisors
Indiana
$9.97M -$600K -1,181 -6%
ACA
300
Anchor Capital Advisors
Massachusetts
$9.93M -$2.9M -5,715 -24%

PH Hedge Fund Activity: Q1 2024 in Review

1,418 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,418 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.