We are live on ! Find out more
PH icon

Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3021,419 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
Exencial Wealth Advisors
Oklahoma
$1.24M +$147K +289 +15%
GM
677
GeoWealth Management
Illinois
$1.24M +$188K +370 +20%
GDP
678
Great Diamond Partners
Maine
$1.23M -$5.59K -11 -0.5%
FPF
679
First Pacific Financial
Washington
$1.23M -$19.3K -38 -2%
BFO
680
Biltmore Family Office
North Carolina
$1.22M
JIC
681
Johnson Investment Counsel
Ohio
$1.21M -$44.2K -87 -4%
TA
682
TFG Advisers
Michigan
$1.2M +$2.03K +4 +0.2%
PA
683
Profund Advisors
Maryland
$1.19M +$255K +501 +31%
KHCM
684
Kirtland Hills Capital Management
Ohio
$1.19M +$1.09M +2,143 New
JWCA
685
J.W. Cole Advisors
Florida
$1.18M +$65.5K +129 +6%
HI
686
Horizon Investments
North Carolina
$1.18M +$2.54K +5 +0.2%
MG
687
Mather Group
Illinois
$1.17M
CM
688
Columbus Macro
Pennsylvania
$1.17M -$215K -424 -17%
AWP
689
Ascent Wealth Partners
New York
$1.16M
HA
690
Herold Advisors
New York
$1.16M +$1.06M +2,094 New
MIF
691
Mediolanum International Funds
Ireland
$1.16M +$1.06M +2,084 New
BF
692
BOK Financial
Oklahoma
$1.16M +$122K +241 +13%
WA
693
Wealth Alliance
New York
$1.16M +$476K +937 +81%
DTL
694
Dynamic Technology Lab
Singapore
$1.16M -$87.9K -173 -8%
DAS
695
Dynamic Advisor Solutions
Arizona
$1.16M +$167K +328 +19%
CIA
696
Covington Investment Advisors
Pennsylvania
$1.16M
IMCOOI
697
Investment Management Corp of Ontario (IMCO)
Canada
$1.15M -$457K -900 -30%
WPC
698
Wedmont Private Capital
Pennsylvania
$1.15M +$27.4K +54 +3%
SIS
699
Sound Income Strategies
Florida
$1.15M +$1.52K +3 +0.1%
KAS
700
KPP Advisory Services
Kentucky
$1.15M +$146K +288 +16%

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,302 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.