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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$5.55M +$879K +2,599 +22%
BFO
302
Boston Family Office
Massachusetts
$5.55M -$33.8K -100 -0.7%
AIM
303
Achmea Investment Management
Netherlands
$5.47M +$542K +1,601 +13%
Point72 Asset Management
304
Point72 Asset Management
Connecticut
$5.42M -$41.7M -123,315 -90%
SLG
305
Stanley-Laman Group
Pennsylvania
$5.35M -$54.1K -160 -1%
CW
306
Connectus Wealth
Ohio
$5.34M -$2.44M -7,220 -35%
WorldQuant Millennium Advisors
307
WorldQuant Millennium Advisors
New York
$5.34M +$4.63M +13,687 New
SWP
308
Stratos Wealth Partners
Ohio
$5.25M +$330K +976 +8%
Ensign Peak Advisors
309
Ensign Peak Advisors
Utah
$5.25M +$2.36M +6,980 +108%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$5.24M +$181K +536 +4%
GP
311
Geneva Partners
Wisconsin
$5.19M +$418K +1,234 +10%
TSWM
312
Tyler-Stone Wealth Management
Ohio
$5.15M +$4.47M +13,208 New
GIBU
313
Gulf International Bank (UK)
United Kingdom
$5.04M -$1.36M -4,011 -24%
GAM
314
Gotham Asset Management
New York
$4.98M +$4M +11,808 +1,234%
CI
315
CX Institutional
Indiana
$4.92M -$30.8K -91 -0.7%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$4.88M +$698K +2,063 +20%
SCA
317
Snowden Capital Advisors
New York
$4.85M +$73.8K +218 +2%
MC
318
Mathes Company
New York
$4.83M +$4.2M +12,397 New
GWM
319
Greenwich Wealth Management
Connecticut
$4.76M -$4.74K -14 -0.1%
LCM
320
Logan Capital Management
Pennsylvania
$4.76M -$70K -207 -2%
BIMC
321
Benson Investment Management Company
Virginia
$4.62M -$29.1K -86 -0.7%
Wealthfront Advisers
322
Wealthfront Advisers
California
$4.48M +$412K +1,218 +12%
SG Americas Securities
323
SG Americas Securities
New York
$4.48M +$3.63M +10,731 +1,427%
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$4.46M +$3.87M +11,422 New
CA
325
Clearstead Advisors
Ohio
$4.45M +$2.03K +6 +0.1%

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.