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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
P
676
Pitcairn
Pennsylvania
$377K
BFA
677
Beaumont Financial Advisors
Massachusetts
$376K +$9.73K +34 +3%
TFS
678
TrustCore Financial Services
Tennessee
$368K +$39.8K +139 +12%
WA
679
Wealth Alliance
New York
$368K +$6.01K +21 +2%
Dimensional Fund Advisors
680
Dimensional Fund Advisors
Texas
$366K -$591K -2,064 -0.2%
AA
681
Apriem Advisors
California
$366K -$45.5K -159 -11%
SPIA
682
Steward Partners Investment Advisory
New York
$364K +$23.5K +82 +7%
CIBC World Market
683
CIBC World Market
Ontario, Canada
$363K -$2K -7 -0.6%
IWM
684
IHT Wealth Management
Illinois
$358K +$48.1K +168 +16%
WWM
685
Western Wealth Management
Colorado
$357K -$281K -983 -44%
GVAG
686
Great Valley Advisor Group
Delaware
$356K -$20.9K -73 -6%
SW
687
SVB Wealth
Massachusetts
$355K +$8.3K +29 +2%
ANBT
688
American National Bank & Trust
Texas
$350K -$1.43K -5 -0.4%
WMC
689
Westwood Management Corporation
Illinois
$349K
KWS
690
Keystone Wealth Services
California
$349K +$1.43K +5 +0.4%
SS
691
Sunbelt Securities
Texas
$348K +$342K +1,196 New
RIA
692
Regal Investment Advisors
Michigan
$348K -$7.73K -27 -2%
FBB
693
Fulton Breakefield Broenniman
Maryland
$348K
FIA
694
Foundations Investment Advisors
Arizona
$347K -$13.2K -46 -4%
DWP
695
Daymark Wealth Partners
Ohio
$347K +$341K +1,193 New
ONB
696
Old National Bancorp
Indiana
$346K +$4.29K +15 +1%
BAMF
697
BI Asset Management Fondsmaeglerselskab
Denmark
$342K +$336K +1,175 New
CFG
698
Carr Financial Group
Massachusetts
$341K +$336K +1,173 New
WAM
699
Wakefield Asset Management
Colorado
$341K +$335K +1,172 New
1W
700
1776 Wealth
Georgia
$340K +$10.6K +37 +3%

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.