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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
451
Aurora Investment Counsel
Georgia
$1.18M -$12K -42 -1%
CPA
452
Capital Planning Advisors
California
$1.18M
RBFC
453
Roman Butler Fullerton & Co
Missouri
$1.18M -$15.7K -55 -1%
QIM
454
Quantitative Investment Management
Virginia
$1.18M -$1.06M -3,715 -48%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M -$213K -744 -16%
AWM
456
Apollon Wealth Management
South Carolina
$1.16M +$28.1K +98 +3%
KCM
457
Kornitzer Capital Management
Kansas
$1.16M
PTC
458
Private Trust Company
Ohio
$1.15M -$1.72K -6 -0.2%
DCM
459
Dupont Capital Management
Delaware
$1.11M +$984K +3,439 +947%
SB
460
Simmons Bank
Arkansas
$1.1M -$29.5K -103 -3%
MM
461
MQS Management
New York
$1.09M +$1.07M +3,738 New
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$1.09M -$79.6K -278 -7%
PCA
463
Private Capital Advisors
Connecticut
$1.08M
TC
464
TownSquare Capital
Utah
$1.06M +$471K +1,646 +82%
CA
465
Cetera Advisors
Colorado
$1.04M +$436K +1,522 +74%
EDRH
466
Edmond de Rothschild Holding
Switzerland
$1.02M -$716K -2,500 -42%
LB
467
Legacy Bridge
Iowa
$1.02M +$8.87K +31 +0.9%
AF
468
Advisornet Financial
Minnesota
$1.01M -$17.5K -61 -2%
MFG
469
Monte Financial Group
Connecticut
$1.01M +$61.5K +215 +7%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$1.01M +$12K +42 +1%
GF
471
Gries Financial
Ohio
$997K
FNT
472
First National Trust
Pennsylvania
$994K -$46.1K -161 -5%
EF
473
Empirical Finance
Pennsylvania
$990K +$77K +269 +9%
PP
474
PDT Partners
New York
$989K +$973K +3,400 New
WSTAM
475
Wilbanks Smith & Thomas Asset Management
Virginia
$986K

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.