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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
RCM
426
RNC Capital Management
California
$2.04M -$574K -1,696 -24%
RWA
427
River Wealth Advisors
Pennsylvania
$2.04M -$131K -388 -7%
NA
428
NewEdge Advisors
Louisiana
$2M +$329K +973 +23%
API
429
Advisor Partners II
California
$2M +$152K +449 +10%
PAG
430
Private Advisor Group
New Jersey
$1.99M +$40.9K +121 +2%
NSEDCP
431
NJ State Employees Deferred Compensation Plan
New Jersey
$1.95M
CCS
432
Concentric Capital Strategies
Connecticut
$1.95M +$677K +2,000 +67%
SEEDPG
433
S.E.E.D. Planning Group
New York
$1.93M -$21.3K -63 -1%
BCI
434
Brinker Capital Investments
Pennsylvania
$1.92M +$77.8K +230 +5%
OPS
435
Orion Portfolio Solutions
Nebraska
$1.92M +$77.8K +230 +5%
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$1.91M +$1.08M +3,189 +187%
SFCL
437
Strengthening Families & Communities LLC
Massachusetts
$1.91M +$165K +487 +11%
JGCM
438
Joseph Group Capital Management
Ohio
$1.89M +$132K +389 +9%
TI
439
Tidal Investments
Wisconsin
$1.89M +$1.08M +3,197 +196%
GFS
440
GYL Financial Synergies
Connecticut
$1.87M +$1.62M +4,799 New
DADC
441
D.A. Davidson & Co
Montana
$1.87M +$60.6K +179 +4%
LIP
442
Lighthouse Investment Partners
Florida
$1.85M -$8.38M -24,750 -84%
GIA
443
Guyasuta Investment Advisors
Pennsylvania
$1.85M -$169K -500 -10%
CTC
444
Central Trust Company
Missouri
$1.83M -$309K -912 -16%
CT
445
Caldwell Trust
Florida
$1.83M -$15.2K -45 -0.9%
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$1.83M -$38.6K -114 -2%
CIBC World Market
447
CIBC World Market
Ontario, Canada
$1.82M +$63.3K +187 +4%
BWAM
448
Boyd Watterson Asset Management
Ohio
$1.82M -$1.01K -3 -0.1%
WF
449
Welch & Forbes
Massachusetts
$1.81M +$25.7K +76 +2%
BCM
450
Bourgeon Capital Management
Connecticut
$1.81M +$1.52M +4,500 +3,000%

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.