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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
BPA
501
Beacon Pointe Advisors
California
$1.42M -$346K -1,022 -22%
RBFC
502
Roman Butler Fullerton & Co
Missouri
$1.41M -$37.9K -112 -3%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$1.41M -$8.8K -26 -0.7%
MFG
504
Monte Financial Group
Connecticut
$1.38M +$7.78K +23 +0.7%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$1.38M -$1.35K -4 -0.1%
GF
506
Gries Financial
Ohio
$1.35M +$10.5K +31 +0.9%
TRCT
507
Tower Research Capital (TRC)
New York
$1.33M -$2.01M -5,940 -64%
FNT
508
First National Trust
Pennsylvania
$1.33M -$677 -2 -0.1%
BP
509
BBR Partners
New York
$1.32M -$18.6K -55 -2%
CPA
510
Capital Planning Advisors
California
$1.32M
AF
511
Advisornet Financial
Minnesota
$1.29M -$29.1K -86 -3%
BPWM
512
Badgley Phelps Wealth Managers
Washington
$1.29M +$1.12M +3,299 New
SAM
513
Sandbar Asset Management
United Kingdom
$1.29M +$110K +325 +11%
PCM
514
Parsons Capital Management
Rhode Island
$1.29M +$20K +59 +2%
LB
515
Legacy Bridge
Iowa
$1.28M +$13.5K +40 +1%
AAS
516
Avantax Advisory Services
Texas
$1.28M +$81.2K +240 +8%
HWM
517
HB Wealth Management
Georgia
$1.26M +$37.9K +112 +4%
TPA
518
Trivium Point Advisory
Connecticut
$1.25M +$367K +1,086 +51%
MAS
519
Meeder Advisory Services
Ohio
$1.25M -$12.5K -37 -1%
PGAM
520
Princeton Global Asset Management
New Jersey
$1.22M +$42.3K +125 +4%
V
521
Veritable
Delaware
$1.21M +$39.3K +116 +4%
RA
522
Rodgers & Associates
Pennsylvania
$1.21M
MIP
523
Marietta Investment Partners
Wisconsin
$1.21M +$198K +584 +23%
ADIM
524
Alpha DNA Investment Management
Maryland
$1.21M -$381K -1,125 -27%
P
525
Pitcairn
Pennsylvania
$1.21M -$9.14K -27 -0.9%

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.