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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$360M +$51.9M +153,286 +20%
Principal Financial Group
27
Principal Financial Group
Iowa
$354M -$57.5M -169,819 -16%
UBS Group
28
UBS Group
Switzerland
$347M +$2.95M +8,722 +1%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$346M -$1.41M -4,165 -0.5%
Legal & General Group
30
Legal & General Group
United Kingdom
$311M -$239K -707 -0.1%
Victory Capital Management
31
Victory Capital Management
Texas
$301M -$39M -115,167 -13%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$253M +$17.2M +50,740 +8%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$247M +$22M +64,992 +11%
Goldman Sachs
34
Goldman Sachs
New York
$239M +$35.4M +104,506 +21%
Wells Fargo
35
Wells Fargo
California
$231M +$9.66M +28,542 +5%
KAS
36
Kestra Advisory Services
Texas
$228M -$4.44M -13,127 -2%
DekaBank Deutsche Girozentrale
37
DekaBank Deutsche Girozentrale
Germany
$225M +$72.4M +213,848 +59%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$222M -$19.6M -57,930 -9%
KeyBank National Association
39
KeyBank National Association
Ohio
$216M +$358K +1,059 +0.2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$211M -$14.6M -43,169 -7%
AT
41
AMF Tjänstepension
Sweden
$200M +$174M +512,785 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$193M -$9.6M -28,377 -5%
American Century Companies
43
American Century Companies
Missouri
$182M +$33M +97,533 +26%
Swiss National Bank
44
Swiss National Bank
Switzerland
$181M -$15.7M -46,400 -9%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$180M +$10.6M +31,359 +7%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$179M +$155M +458,727 +361,202%
AllianceBernstein
47
AllianceBernstein
Tennessee
$176M -$94.3M -278,814 -38%
Holocene Advisors
48
Holocene Advisors
New York
$161M +$38.8M +114,765 +38%
Deutsche Bank
49
Deutsche Bank
Germany
$160M -$19.2M -56,807 -12%
HA
50
Homestead Advisers
Virginia
$145M +$609K +1,800 +0.5%

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.