We are live on ! Find out more
PH icon

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
MIP
551
Marietta Investment Partners
Wisconsin
$846K -$33.1K -100 -4%
PA
552
Parallel Advisors
California
$845K +$37.8K +114 +5%
GFA
553
Gifford Fong Associates
California
$840K
MC
554
Moors & Cabot
Massachusetts
$839K +$43.7K +132 +6%
TMAM
555
Tokio Marine Asset Management
Japan
$835K +$157K +474 +24%
FPF
556
First Pacific Financial
Washington
$833K -$84.8K -256 -9%
QCM
557
Quantinno Capital Management
New York
$828K +$52K +157 +7%
TPW
558
TL Private Wealth
Texas
$827K
BCV
559
Banque Cantonale Vaudoise
Switzerland
$824K +$61.6K +186 +8%
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$817K -$2.65K -8 -0.3%
DA
561
Dover Advisors
Virginia
$815K +$131K +397 +20%
GT
562
Greenleaf Trust
Michigan
$804K +$51K +154 +7%
AFM
563
Abbot Financial Management
Massachusetts
$791K -$99.3K -300 -11%
NW
564
NewEdge Wealth
Pennsylvania
$782K -$288K -870 -27%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$778K +$13.2K +40 +2%
SIA
566
Strategic Investment Advisors
Michigan
$776K -$17.6K -53 -2%
FHB
567
First Hawaiian Bank
Hawaii
$766K +$66.6K +201 +10%
SIM
568
Sentry Investment Management
Wisconsin
$761K +$464K +1,400 +162%
AAM
569
Auxier Asset Management
Oregon
$758K
AP
570
Atwood & Palmer
Missouri
$756K
Fiera Capital (Canada)
571
Fiera Capital (Canada)
Quebec, Canada
$756K
BCM
572
Brasada Capital Management
Texas
$756K +$745K +2,250 New
ACA
573
Atlas Capital Advisors
Wyoming
$755K
CAG
574
Csenge Advisory Group
Florida
$753K +$87.4K +264 +13%
BC
575
Bartlett & Co
Ohio
$753K +$33.1K +100 +5%

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.