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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
BP
476
BBR Partners
New York
$983K
MAS
477
Meeder Advisory Services
Ohio
$967K +$951K +3,324 New
TCM
478
Twin Capital Management
Pennsylvania
$963K
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$957K -$1.72K -6 -0.2%
SAM
480
Sandbar Asset Management
United Kingdom
$950K -$1.58M -5,511 -63%
PAS
481
Park Avenue Securities
New York
$949K +$265K +925 +40%
Dodge & Cox
482
Dodge & Cox
California
$947K
SF
483
Synovus Financial
Georgia
$946K +$339K +1,186 +57%
PCM
484
Parsons Capital Management
Rhode Island
$942K
PAM
485
Paradigm Asset Management
New York
$931K +$916K +3,200 New
NW
486
NewEdge Wealth
Pennsylvania
$930K +$375K +1,310 +69%
LJHT
487
Laurie J. Hall Trustee
$923K
BCI
488
Brinker Capital Investments
Pennsylvania
$922K -$144K -502 -14%
BAM
489
Beaumont Asset Management
Texas
$920K -$45.2K -158 -5%
RA
490
Rodgers & Associates
Pennsylvania
$905K
PIM
491
Penobscot Investment Management
Massachusetts
$888K
DC
492
Diametric Capital
Massachusetts
$886K +$871K +3,043 New
HWM
493
HB Wealth Management
Georgia
$881K +$21.5K +75 +3%
HNWAG
494
High Net Worth Advisory Group
Florida
$880K -$28.6K -100 -3%
SIS
495
Sound Income Strategies
Florida
$877K -$54.1K -189 -6%
SF
496
Summit Financial
New Jersey
$876K +$40.6K +142 +5%
JAWM
497
J. Arnold Wealth Management
Ohio
$873K
FTDI
498
First Trust Direct Indexing
Massachusetts
$865K -$123K -429 -13%
CAM
499
Cypress Asset Management
Texas
$864K -$17.2K -60 -2%
KPWS
500
Kestra Private Wealth Services
Texas
$861K -$4.01K -14 -0.5%

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.