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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
$4.63M -$22.6M -68,395 -83%
GCM
302
Greenland Capital Management
New York
$4.48M +$4.41M +13,324 New
Two Sigma Investments
303
Two Sigma Investments
New York
$4.42M -$18.9M -57,220 -81%
CCM
304
Carderock Capital Management
Maryland
$4.37M +$4.31M +13,009 New
PI
305
PFS Investments
Georgia
$4.35M +$2.61M +7,885 +131%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$4.34M -$132K -398 -3%
CI
307
CX Institutional
Indiana
$4.3M -$172K -518 -4%
SWP
308
Stratos Wealth Partners
Ohio
$4.2M -$147K -445 -3%
AIM
309
Achmea Investment Management
Netherlands
$4.18M +$43.7K +132 +1%
LCM
310
Logan Capital Management
Pennsylvania
$4.17M -$17.2K -52 -0.4%
GWM
311
Greenwich Wealth Management
Connecticut
$4.1M +$29.1K +88 +0.7%
SCA
312
Snowden Capital Advisors
New York
$4.1M +$16.2K +49 +0.4%
GP
313
Geneva Partners
Wisconsin
$4.06M +$4M +12,080 New
BIMC
314
Benson Investment Management Company
Virginia
$4.01M -$748K -2,260 -16%
AIP
315
Ameritas Investment Partners
Nebraska
$3.96M -$52.3K -158 -1%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$3.91M +$288K +871 +8%
CA
317
Clearstead Advisors
Ohio
$3.83M +$30.8K +93 +0.8%
AA
318
Ancora Advisors
Ohio
$3.83M -$215K -649 -5%
FAF
319
Fjarde Ap-fonden
Sweden
$3.8M -$4.87M -14,718 -57%
IAA
320
Independent Advisor Alliance
North Carolina
$3.74M -$70.5K -213 -2%
LI
321
Lafayette Investments
Maryland
$3.72M -$3.97K -12 -0.1%
EI
322
Ethic Inc
New York
$3.71M +$1.64M +4,947 +81%
RGI
323
River Global Investors
United Kingdom
$3.7M -$1.03M -3,120 -22%
AWM
324
AE Wealth Management
Kansas
$3.66M
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$3.63M +$505K +1,526 +16%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.