PH icon

Parker-Hannifin
PH

Overview Fund Activity

1,296 hedge funds and large institutions have $49.5B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 465 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+122
Holders Change %
+10.39%
% of All Funds
19%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
198
Increased
465
Reduced
434
Closed
61
Calls
$251M
Puts
$174M
Net Calls
+$77.1M
Net Calls Change
+$79.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
AIM
Alphinity Investment Management
Australia
+$155M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$126M
4
Holocene Advisors
Holocene Advisors
New York
+$104M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$93M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$483M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
3
Invesco
Invesco
Georgia
-$185M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$117M
5
Ameriprise
Ameriprise
Minnesota
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
476
Sumitomo Life Insurance
Japan
$2.22M +$927K +2,012 +72%
BMSSC
477
B. Metzler seel. Sohn & Co
Germany
$2.22M +$50.2K +109 +2%
NW
478
NewEdge Wealth
Pennsylvania
$2.21M -$54.8K -119 -2%
RCM
479
RNC Capital Management
California
$2.2M -$4.15K -9 -0.2%
GFS
480
GYL Financial Synergies
Connecticut
$2.18M -$10.1K -22 -0.5%
WF
481
Welch & Forbes
Massachusetts
$2.15M +$2.3K +5 +0.1%
TC
482
Telemus Capital
Michigan
$2.13M -$216K -468 -9%
CA
483
Cornerstone Advisors
North Carolina
$2.12M -$230K -500 -10%
DADC
484
D.A. Davidson & Co
Montana
$2.12M -$75.1K -163 -3%
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.11M -$115K -250 -5%
IMRF
486
Illinois Municipal Retirement Fund
Illinois
$2.09M – – –
MMA
487
Mizuho Markets Americas
New York
$2.07M +$2.07M +4,496 New
EF
488
Empirical Finance
Pennsylvania
$2.06M +$13.4K +29 +0.7%
DC
489
Davenport & Co
Virginia
$2.05M +$49.8K +108 +2%
MW
490
Marcum Wealth
Ohio
$2.04M -$5.53K -12 -0.3%
BCM
491
Barden Capital Management
Texas
$2.04M +$318K +795 +18%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$2.04M -$1.43M -3,103 -41%
VIM
493
Vinva Investment Management
Australia
$2.04M +$2.04M +4,406 New
BCI
494
Brinker Capital Investments
Pennsylvania
$2.03M -$242K -528 -11%
OPS
495
Orion Portfolio Solutions
Nebraska
$2.03M -$242K -528 -11%
WGCA
496
Wolf Group Capital Advisors
Virginia
$2.02M +$104K +266 +5%
PK
497
Pflug Koory
Nebraska
$2.02M +$26.7K +58 +1%
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$2.02M +$1.02M +2,215 +103%
KPWS
499
Kestra Private Wealth Services
Texas
$2.01M -$88K -191 -4%
TPA
500
Trivium Point Advisory
Connecticut
$2M +$286K +621 +17%
18 19
20
21 22