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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
601
Harfst & Associates
Wyoming
$542K -$2.58K -9 -0.5%
CBFP
602
Cedar Brook Financial Partners
Ohio
$542K -$5.15K -18 -1%
APWM
603
Atlas Private Wealth Management
New York
$538K +$72.7K +254 +16%
CCM
604
Coldstream Capital Management
Washington
$536K +$527K +1,841 New
BRWA
605
B. Riley Wealth Advisors
Florida
$533K -$28.6K -100 -5%
EWA
606
Exencial Wealth Advisors
Oklahoma
$530K +$63K +220 +14%
GIA
607
Gladstone Institutional Advisory
Florida
$530K -$64.7K -226 -11%
HC
608
Hamilton Capital
Ohio
$528K -$140K -490 -21%
AIM
609
Alhambra Investment Management
Florida
$526K
IIM
610
Intact Investment Management
Quebec, Canada
$524K -$172K -600 -25%
SCA
611
STALEY CAPITAL ADVISERS
Pennsylvania
$521K
GC
612
Gratus Capital
Georgia
$520K +$512K +1,788 New
MMM
613
Mendel Money Management
Illinois
$504K -$1.43K -5 -0.3%
CCS
614
Concentric Capital Strategies
Connecticut
$501K +$493K +1,721 New
AAS
615
Ameritas Advisory Services
Nebraska
$501K +$2.86K +10 +0.6%
SIG
616
Stonegate Investment Group
Alabama
$499K +$24K +84 +5%
ST
617
Smithfield Trust
Pennsylvania
$498K -$22.3K -78 -4%
TPCW
618
TD Private Client Wealth
New York
$497K -$10.6K -37 -2%
PCS
619
Personal CFO Solutions
New Jersey
$493K +$30.1K +105 +7%
PA
620
Pinnacle Associates
New York
$489K -$286 -1 -0.1%
PCP
621
Proficio Capital Partners
Massachusetts
$486K +$4.01K +14 +0.8%
EWM
622
Endurance Wealth Management
Rhode Island
$481K
ACIM
623
Azimuth Capital Investment Management
Michigan
$480K +$472K +1,650 New
CM
624
Columbus Macro
Pennsylvania
$474K +$36.6K +128 +9%
AWS
625
Atria Wealth Solutions
New York
$467K +$82.7K +289 +22%

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.