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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
MAS
501
Meeder Advisory Services
Ohio
$1.09M -$30.5K -92 -3%
PAM
502
Paradigm Asset Management
New York
$1.08M
SF
503
Synovus Financial
Georgia
$1.07M -$23.2K -70 -2%
CAM
504
Cresset Asset Management
Illinois
$1.06M +$49K +148 +5%
VF
505
Virtu Financial
New York
$1.05M +$1.04M +3,127 New
SF
506
Summit Financial
New Jersey
$1.05M +$38.1K +115 +4%
P
507
Pitcairn
Pennsylvania
$1.05M +$606K +1,829 +141%
HWM
508
HB Wealth Management
Georgia
$1.05M +$29.5K +89 +3%
RA
509
Rodgers & Associates
Pennsylvania
$1.05M
TBA
510
Tower Bridge Advisors
Pennsylvania
$1.05M +$100K +302 +11%
TCM
511
Twin Capital Management
Pennsylvania
$1.04M -$68.5K -207 -6%
Alyeska Investment Group
512
Alyeska Investment Group
Illinois
$1.04M -$38.1M -115,037 -97%
PIM
513
Penobscot Investment Management
Massachusetts
$1.03M
Los Angeles Capital Management
514
Los Angeles Capital Management
California
$1.03M +$692K +2,089 +217%
SWM
515
SFG Wealth Management
Maryland
$1.02M +$1.01M +3,044 New
BAM
516
Beaumont Asset Management
Texas
$1.02M -$39.4K -119 -4%
AAS
517
Avantax Advisory Services
Texas
$1.02M +$44.7K +135 +5%
LJHT
518
Laurie J. Hall Trustee
$1.02M -$46.4K -140 -4%
JAWM
519
J. Arnold Wealth Management
Ohio
$1.01M
CCS
520
Concentric Capital Strategies
Connecticut
$1.01M +$424K +1,279 +74%
AIMCA
521
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M +$993K +3,000 New
V
522
Veritable
Delaware
$1.01M +$14.6K +44 +1%
PGAM
523
Princeton Global Asset Management
New Jersey
$1.01M +$991K +2,993 New
SAM
524
Sandbar Asset Management
United Kingdom
$999K -$96.4K -291 -9%
ASN
525
Advisory Services Network
Georgia
$996K +$31.8K +96 +3%

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.