We are live on ! Find out more
PH icon

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
AWS
576
Atria Wealth Solutions
New York
$972K +$95.4K +282 +13%
FPF
577
First Pacific Financial
Washington
$970K +$2.71K +8 +0.3%
MG
578
Mather Group
Illinois
$969K +$189K +558 +29%
FA
579
FDx Advisors
Illinois
$957K -$153K -451 -16%
LHC
580
Little House Capital
Massachusetts
$954K +$317K +937 +62%
FHB
581
First Hawaiian Bank
Hawaii
$950K +$52.5K +155 +7%
GT
582
Greenleaf Trust
Michigan
$949K +$13.9K +41 +2%
M1FG
583
Mach-1 Financial Group
Arkansas
$947K +$821K +2,427 New
BCV
584
Banque Cantonale Vaudoise
Switzerland
$940K -$13.2K -39 -2%
KIA
585
KCM Investment Advisors
California
$937K +$157K +463 +24%
DA
586
Dover Advisors
Virginia
$929K -$13.9K -41 -2%
BPCE
587
Bank Pictet & Cie (Europe)
Germany
$925K +$440K +1,300 +121%
Marshall Wace
588
Marshall Wace
United Kingdom
$924K +$802K +2,370 New
BRWA
589
B. Riley Wealth Advisors
Florida
$890K +$42.3K +125 +6%
SIM
590
Sentry Investment Management
Wisconsin
$887K +$3.38K +10 +0.4%
ERIC
591
Eagle Rock Investment Company
Georgia
$882K
SIA
592
Strategic Investment Advisors
Michigan
$881K -$16.9K -50 -2%
AAM
593
Auxier Asset Management
Oregon
$880K
AP
594
Atwood & Palmer
Missouri
$878K
BCM
595
Brasada Capital Management
Texas
$878K
Fiera Capital (Canada)
596
Fiera Capital (Canada)
Quebec, Canada
$878K
ACA
597
Atlas Capital Advisors
Wyoming
$876K
BTWM
598
Baker Tilly Wealth Management
Wisconsin
$874K -$64.3K -190 -8%
FWIA
599
Fort Washington Investment Advisors
Ohio
$874K +$31.8K +94 +4%
CAG
600
Csenge Advisory Group
Florida
$871K -$2.71K -8 -0.4%

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.