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Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,419 (+118)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+118
Holders Change %
+9.07%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
194
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GLR
501
Great Lakes Retirement
Ohio
$2.63M +$905K +1,781 +61%
TW
502
TritonPoint Wealth
Maryland
$2.62M -$253K -498 -8%
SI
503
Symmetry Investments
Jersey
$2.61M +$2.39M +4,700 New
PP
504
PDT Partners
New York
$2.61M +$1.82M +3,590 +326%
EF
505
Empirical Finance
Pennsylvania
$2.57M +$78.8K +155 +3%
TBA
506
Tower Bridge Advisors
Pennsylvania
$2.56M +$249K +490 +12%
CA
507
Cornerstone Advisors
North Carolina
$2.56M
DC
508
Davenport & Co
Virginia
$2.54M +$60.5K +119 +3%
IMRF
509
Illinois Municipal Retirement Fund
Illinois
$2.52M
FTDI
510
First Trust Direct Indexing
Massachusetts
$2.51M +$256K +504 +13%
EWM
511
Empirical Wealth Management
Washington
$2.5M +$176K +346 +8%
WF
512
Welch & Forbes
Massachusetts
$2.49M -$86.4K -170 -4%
JWM
513
Jackson Wealth Management
Florida
$2.49M +$164K +322 +8%
VIM
514
Vinva Investment Management
Australia
$2.49M +$37.1K +73 +2%
MW
515
Marcum Wealth
Ohio
$2.47M +$5.08K +10 +0.2%
CG
516
Castellan Group
Kentucky
$2.47M -$647K -1,273 -22%
EAM
517
EFG Asset Management
Oregon
$2.46M +$400K +788 +22%
USCWA
518
U.S. Capital Wealth Advisors
Texas
$2.46M -$3.56K -7 -0.2%
RG
519
Richelieu Gestion
France
$2.45M -$762K -1,499 -25%
PAG
520
Private Advisor Group
New Jersey
$2.44M +$112K +220 +5%
P
521
Pitcairn
Pennsylvania
$2.43M -$353K -694 -14%
PK
522
Pflug Koory
Nebraska
$2.42M -$10.2K -20 -0.5%
VAS
523
Vestmark Advisory Solutions
Massachusetts
$2.38M +$2.17M +4,277 New
TC
524
TownSquare Capital
Utah
$2.37M -$569K -1,119 -21%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.36M -$172K -339 -7%

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new PH positions and 60 closed out — a net gain of 134 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 194 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +134 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.