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
S
601
SignatureFD
Georgia
$870K +$38.2K +113 +5%
PP
602
Paloma Partners
Connecticut
$858K +$601K +1,777 +421%
BFO
603
Biltmore Family Office
North Carolina
$855K
MCM
604
Manchester Capital Management
Vermont
$850K +$5.41K +16 +0.7%
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$842K +$59.6K +176 +9%
JIC
606
Johnson Investment Counsel
Ohio
$842K -$220K -650 -23%
D.E. Shaw & Co
607
D.E. Shaw & Co
New York
$841K +$338 +1 +0%
MSFS
608
Main Street Financial Solutions
Pennsylvania
$839K +$42.6K +126 +6%
DP
609
Dearborn Partners
Illinois
$835K +$2.37K +7 +0.3%
BCWM
610
Bartlett & Co Wealth Management
Ohio
$834K -$33.8K -100 -4%
BC
611
Bartlett & Co
Ohio
$834K -$33.8K -100 -4%
TA
612
TFG Advisers
Michigan
$826K
CIA
613
Choate Investment Advisors
Massachusetts
$821K +$239K +705 +50%
AG
614
Ascent Group
Virginia
$816K +$259K +766 +66%
CIA
615
Covington Investment Advisors
Pennsylvania
$811K
AFM
616
Abbot Financial Management
Massachusetts
$804K -$98.8K -292 -12%
TFS
617
Thoroughbred Financial Services
Tennessee
$802K +$37.6K +111 +6%
WI
618
Wedgewood Investors
Pennsylvania
$800K -$25.4K -75 -4%
O
619
Ossiam
France
$795K -$492K -1,455 -42%
CWP
620
Curated Wealth Partners
California
$788K -$20.6K -61 -3%
APP
621
Avantax Planning Partners
Iowa
$788K +$9.14K +27 +1%
WT
622
Whittier Trust
California
$787K +$4.4K +13 +0.6%
SLI
623
Sumitomo Life Insurance
Japan
$771K -$65.3K -193 -9%
SIS
624
Sound Income Strategies
Florida
$766K +$338 +1 +0.1%
BWM
625
BNC Wealth Management
Oregon
$758K -$1.78M -5,266 -73%

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.