We are live on ! Find out more
PH icon

Parker-Hannifin

982 hedge funds and large institutions have $29.7B invested in Parker-Hannifin in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 339 increasing their positions, 346 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

16% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 88

1.01% more ownership

Funds ownership: 80.77%81.78% (+1%)

0% more funds holding

Funds holding: 979982 (+3)

2% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 346

10% less capital invested

Capital invested by funds: $32.9B → $29.7B (-$3.15B)

38% less call options, than puts

Call options by funds: $86.5M | Put options by funds: $140M

Holders
982
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
15.49%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
102
Increased
339
Reduced
346
Closed
88
Calls
$86.5M
Puts
$140M
Net Calls
-$53.7M
Net Calls Change
+$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
701
Evoke Wealth
California
$302K +$3.32K +11 +1%
AWS
702
Atria Wealth Solutions
New York
$301K +$320K +1,060 New
VCM
703
Vigilant Capital Management
Maine
$297K
KP
704
Keel Point
Alabama
$297K +$315K +1,046 New
PJSIMP
705
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$603 +2 +0.2%
CC
706
Courier Capital
New York
$296K +$7.54K +25 +2%
Fisher Asset Management
707
Fisher Asset Management
Washington
$295K -$25.6K -85 -8%
PBC
708
Pavion Blue Capital
California
$294K
RB
709
Renasant Bank
Mississippi
$294K +$4.22K +14 +1%
LMKC
710
L.M. Kohn & Company
Ohio
$294K +$312K +1,034 New
SIM
711
Sentry Investment Management
Wisconsin
$293K -$52.5K -174 -14%
PAA
712
Peregrine Asset Advisers
Oregon
$293K
BRWA
713
B. Riley Wealth Advisors
Florida
$292K -$570K -1,889 -65%
FLPIM
714
F.L. Putnam Investment Management
Massachusetts
$290K -$4.12M -13,658 -93%
Jones Financial Companies
715
Jones Financial Companies
Missouri
$289K -$15.1K -50 -5%
CRWM
716
Castle Rock Wealth Management
California
$288K -$106K -350 -26%
RIL
717
Rothschild Investment LLC
Illinois
$284K -$3.02K -10 -1%
GB
718
Goepper Burkhardt
South Carolina
$284K
NCM
719
Next Capital Management
New York
$284K
TFS
720
TrustCore Financial Services
Tennessee
$284K +$68.1K +226 +29%
WANY
721
Wealthspire Advisors (New York)
New York
$282K -$218K -722 -42%
AWM
722
Avior Wealth Management
Nebraska
$281K
BSW
723
Buckingham Strategic Wealth
Missouri
$279K +$15.7K +52 +6%
WPW
724
Waldron Private Wealth
Pennsylvania
$277K +$295K +978 New
HF
725
HRT Financial
New York
$273K +$291K +965 New

PH Hedge Fund Activity: Q1 2022 in Review

982 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2022, worth a combined $29.7B — down 9.6% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 88 closed out — a net gain of 14 holders — while 339 added to existing stakes and 346 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $294M. The largest seller was BlackRock, cutting an estimated $140M.

  • 982 institutional investors held Parker-Hannifin (PH) as of Q1 2022, up from 979 in Q4 2021.
  • Funds reported $29.7B of Parker-Hannifin stock for Q1 2022, down 9.6% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q1 2022 and 88 closed out, a net change of +14 holders.
  • The largest Parker-Hannifin buyer in Q1 2022 was Wellington Management Group, an estimated $294M added.
  • The largest Parker-Hannifin seller in Q1 2022 was BlackRock, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.