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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
Pacer Advisors
726
Pacer Advisors
Pennsylvania
$311K +$231K +807 +309%
SP
727
Successful Portfolios
Florida
$310K -$12.9K -45 -4%
MCC
728
Malaga Cove Capital
California
$308K -$4.29K -15 -1%
RWPA
729
Richard W. Paul & Associates
Michigan
$308K +$303K +1,059 New
HR
730
Hardy Reed
Mississippi
$308K +$303K +1,057 New
Bank Julius Baer & Co
731
Bank Julius Baer & Co
Switzerland
$306K +$41.8K +146 +16%
HTC
732
Haverford Trust Company
Pennsylvania
$304K
ACM
733
Armbruster Capital Management
New York
$303K -$8.59K -30 -3%
PBC
734
Pavion Blue Capital
California
$302K
LMKC
735
L.M. Kohn & Company
Ohio
$301K
CFGS
736
Concourse Financial Group Securities
Alabama
$300K +$126K +440 +74%
PAG
737
Private Advisor Group
New Jersey
$300K -$392K -1,371 -26%
FCB
738
First County Bank
Connecticut
$299K +$294K +1,027 New
GB
739
Goepper Burkhardt
South Carolina
$297K +$6.3K +22 +2%
MA
740
MCF Advisors
Kentucky
$297K -$2K -7 -0.7%
SAM
741
S.A. Mason
Michigan
$297K
TCA
742
Transcend Capital Advisors
New Jersey
$295K +$5.44K +19 +2%
RIL
743
Rothschild Investment LLC
Illinois
$292K +$859 +3 +0.3%
NCM
744
Next Capital Management
New York
$291K
LC
745
Lindbrook Capital
California
$290K -$24K -84 -8%
AWM
746
Avior Wealth Management
Nebraska
$289K
MWM
747
Meridian Wealth Management
Kentucky
$288K -$36.6K -128 -11%
LSPW
748
Lake Street Private Wealth
Illinois
$283K -$13.2K -46 -5%
AC
749
AXQ Capital
New Jersey
$282K +$278K +970 New
DGAM
750
Desjardins Global Asset Management
Quebec, Canada
$280K +$20.9K +73 +8%

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.