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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
WANY
701
Wealthspire Advisors (New York)
New York
$340K +$334K +1,168 New
CS
702
Cannell & Spears
New York
$340K
PCA
703
Personal Capital Advisors
California
$339K +$8.3K +29 +3%
SSG
704
Summit Securities Group
New York
$338K +$197K +689 +146%
AAP
705
Arax Advisory Partners
Colorado
$337K +$272K +949 +454%
VVP
706
Venture Visionary Partners
Ohio
$336K -$7.44K -26 -2%
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$332K +$2.29K +8 +0.7%
CG
708
Caprock Group
Idaho
$331K -$27.8K -97 -8%
JCM
709
Jag Capital Management
Missouri
$329K +$323K +1,130 New
NP
710
NorthRock Partners
Minnesota
$329K +$34.6K +121 +12%
BOH
711
Bank of Hawaii
Hawaii
$328K +$8.3K +29 +3%
SF
712
Symphony Financial
Texas
$327K +$70.1K +245 +29%
RT
713
Rockland Trust
Massachusetts
$325K -$9.16K -32 -3%
TNAM
714
Terra Nova Asset Management
New York
$323K +$2K +7 +0.6%
ICG
715
InterOcean Capital Group
Tennessee
$319K -$8.01K -28 -2%
CI
716
Conning Inc
Connecticut
$319K -$1.15K -4 -0.4%
FFA
717
Farther Finance Advisors
California
$317K +$312K +1,091 New
KI
718
Kula Investments
Illinois
$317K +$312K +1,090 New
VCM
719
Vigilant Capital Management
Maine
$317K
ACM
720
Advance Capital Management
Michigan
$317K
SIA
721
Schechter Investment Advisors
Michigan
$317K +$69.6K +243 +29%
KP
722
Keel Point
Alabama
$316K +$7.16K +25 +2%
HT
723
Headlands Technologies
Illinois
$314K +$309K +1,078 New
TCOV
724
Trust Company of Vermont
Vermont
$313K -$14.9K -52 -5%
CFA
725
CWS Financial Advisors
Michigan
$313K +$12K +42 +4%

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.