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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
Deutsche Bank
26
Deutsche Bank
Germany
$321M -$30.8M -107,699 -9%
UBS Group
27
UBS Group
Switzerland
$282M -$8.5M -29,704 -3%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$245M +$5.87M +20,518 +3%
Legal & General Group
29
Legal & General Group
United Kingdom
$229M -$15.7M -54,894 -7%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$216M +$1.86M +6,494 +0.9%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$212M -$210M -733,129 -50%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$211M -$42M -146,829 -17%
DekaBank Deutsche Girozentrale
33
DekaBank Deutsche Girozentrale
Germany
$194M +$5.7M +19,918 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$178M +$5.78M +20,211 +3%
KAS
35
Kestra Advisory Services
Texas
$176M +$172M +600,584 +10,561%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$172M -$2.98M -10,405 -2%
KeyBank National Association
37
KeyBank National Association
Ohio
$164M -$69.8K -244 -0%
Wells Fargo
38
Wells Fargo
California
$162M -$7.91M -27,629 -5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$153M +$139M +486,163 +1,273%
Swiss National Bank
40
Swiss National Bank
Switzerland
$152M -$9.93M -34,685 -6%
Goldman Sachs
41
Goldman Sachs
New York
$144M -$81.2M -283,812 -36%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$140M +$138M +480,973 +50,416%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$128M +$10.8M +37,754 +9%
UBS AM
44
UBS AM
Illinois
$125M +$10.4M +36,486 +9%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M +$1.48M +5,186 +1%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$112M +$44.1M +153,975 +66%
HA
47
Homestead Advisers
Virginia
$110M -$7.3M -25,500 -6%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$110M -$2.64M -9,214 -2%
BGC
49
Beutel, Goodman & Co
Ontario, Canada
$106M -$272K -950 -0.3%
Lazard Asset Management
50
Lazard Asset Management
New York
$103M -$42.1M -147,067 -29%

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.