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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$121M -$101M -306,233 -46%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$116M +$3.12M +9,415 +3%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$115M +$2.2M +6,652 +2%
GT
54
Glenmede Trust
Pennsylvania
$115M -$1.79M -5,402 -2%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$106M -$23.5M -70,864 -18%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$105M +$3.66M +11,061 +4%
GLA
57
Great Lakes Advisors
Illinois
$104M +$103M +309,538 New
Holocene Advisors
58
Holocene Advisors
New York
$100M +$98.9M +298,552 New
SEI Investments
59
SEI Investments
Pennsylvania
$98M +$31.6M +95,528 +49%
CVA
60
Ceredex Value Advisors
Florida
$97.4M +$14.2M +42,895 +17%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$94.6M -$108K -327 -0.1%
LFG
62
Lazard Frères Gestion
France
$91.5M -$4.93M -14,890 -5%
AM
63
AGF Management
Ontario, Canada
$91.1M +$2.64M +7,966 +3%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$90.9M +$39M +117,632 +77%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$90.6M +$1.49M +4,499 +2%
National Pension Service
66
National Pension Service
South Korea
$90M -$11.9M -35,875 -12%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$87.5M -$10.6M -31,893 -11%
Lazard Asset Management
68
Lazard Asset Management
New York
$86.5M -$32M -96,664 -27%
Fisher Asset Management
69
Fisher Asset Management
Washington
$85M +$11.7M +35,408 +16%
PAMS
70
Pictet Asset Management (Switzerland)
Switzerland
$83.1M +$10.1M +30,445 +14%
APG Asset Management
71
APG Asset Management
Netherlands
$82.1M +$8.17M +24,674 +10%
Amundi
72
Amundi
France
$78.6M +$9.43M +28,462 +13%
Millennium Management
73
Millennium Management
New York
$75.5M +$63.4M +191,440 +575%
FPCG
74
Fort Pitt Capital Group
Pennsylvania
$75.5M -$6.42M -19,392 -8%
Jennison Associates
75
Jennison Associates
New York
$75.2M +$66.1M +199,748 +833%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.