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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
V
501
Veritable
Delaware
$860K +$56.7K +198 +7%
BTW
502
Boston Trust Walden
Massachusetts
$858K
TWI
503
Thomas White International
Illinois
$849K -$28.1K -98 -3%
JIC
504
Johnson Investment Counsel
Ohio
$848K -$236K -823 -22%
FA
505
FDx Advisors
Illinois
$846K +$254K +889 +44%
AAS
506
Avantax Advisory Services
Texas
$844K +$126K +439 +18%
ASN
507
Advisory Services Network
Georgia
$835K +$198K +691 +32%
HP
508
Hikari Power
Japan
$826K
BPA
509
Beacon Pointe Advisors
California
$819K -$99.6K -348 -11%
BFEC
510
Benjamin F. Edwards & Company
Missouri
$818K +$8.59K +30 +1%
AC
511
Allstate Corporation
Illinois
$818K +$6.58K +23 +0.8%
AIM
512
Allstate Investment Management
Illinois
$818K +$804K +2,810 New
TBA
513
Tower Bridge Advisors
Pennsylvania
$817K
OC
514
Oppenheimer & Co
New York
$816K -$1.48M -5,170 -65%
RCIM
515
Red Cedar Investment Management
Michigan
$814K +$329K +1,149 +70%
PWP
516
Principle Wealth Partners
Connecticut
$812K
FPF
517
First Pacific Financial
Washington
$796K +$17.2K +60 +2%
MLL
518
Moody Lynn & Lieberson
Massachusetts
$790K -$16.3K -57 -2%
DC
519
Davenport & Co
Virginia
$790K -$2.29K -8 -0.3%
KLC
520
Knowledge Leaders Capital
Colorado
$787K -$44.9K -157 -5%
LNC
521
Lincoln National Corp
Pennsylvania
$782K +$40.9K +143 +6%
ERIC
522
Eagle Rock Investment Company
Georgia
$778K -$143K -500 -17%
MCM
523
Mendel Capital Management
Arkansas
$778K -$24.3K -85 -3%
DF
524
Donoghue Forlines
Massachusetts
$778K +$342K +1,195 +81%
MGP
525
Metis Global Partners
California
$777K +$216K +753 +39%

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.