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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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$300M +$16.6M +50,257 +6%
Victory Capital Management
27
Victory Capital Management
Texas
$299M -$81.6M -246,412 -22%
UBS Group
28
UBS Group
Switzerland
$296M -$29.4M -88,657 -9%
Legal & General Group
29
Legal & General Group
United Kingdom
$268M +$3.63M +10,956 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$259M +$52.3M +158,031 +26%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$251M +$6.54M +19,736 +3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$245M -$135M -406,571 -36%
Winslow Capital Management
33
Winslow Capital Management
Minnesota
$243M +$239M +722,256 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$211M -$31.9M -96,379 -13%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$201M +$24.5M +74,097 +14%
KAS
36
Kestra Advisory Services
Texas
$201M -$3.13M -9,443 -2%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$196M +$153M +461,418 +376%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$192M +$42M +126,834 +29%
Wells Fargo
39
Wells Fargo
California
$189M +$1.64M +4,946 +0.9%
KeyBank National Association
40
KeyBank National Association
Ohio
$186M -$3.64M -10,978 -2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$176M -$22.8M -68,726 -12%
Swiss National Bank
42
Swiss National Bank
Switzerland
$171M -$4.04M -12,200 -2%
Goldman Sachs
43
Goldman Sachs
New York
$171M +$4.82M +14,553 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$157M -$211M -636,701 -58%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$144M +$17.4M +52,636 +14%
UBS AM
46
UBS AM
Illinois
$130M -$13.4M -40,345 -9%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126M -$4.51M -13,614 -4%
BGC
48
Beutel, Goodman & Co
Ontario, Canada
$125M +$2.91M +8,785 +2%
HA
49
Homestead Advisers
Virginia
$124M -$2.62M -7,900 -2%
American Century Companies
50
American Century Companies
Missouri
$124M +$14M +42,278 +13%

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.