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Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
726
Great Valley Advisor Group
Delaware
$485K +$9.14K +27 +2%
VFA
727
Valeo Financial Advisors
Indiana
$481K +$83.6K +247 +25%
Bank Julius Baer & Co
728
Bank Julius Baer & Co
Switzerland
$481K -$11.2K -33 -3%
AWA
729
Arkadios Wealth Advisors
Georgia
$480K +$13.9K +41 +3%
KWS
730
Keystone Wealth Services
California
$479K +$1.69K +5 +0.4%
BOH
731
Bank of Hawaii
Hawaii
$477K
AAP
732
Arax Advisory Partners
Colorado
$475K +$1.69K +5 +0.4%
LC
733
Lindbrook Capital
California
$468K +$2.03K +6 +0.5%
PAM
734
Paradigm Asset Management
New York
$468K -$677K -2,000 -63%
WMC
735
Westwood Management Corporation
Illinois
$468K
STA
736
Summit Trail Advisors
New York
$467K +$68.4K +202 +20%
FBB
737
Fulton Breakefield Broenniman
Maryland
$466K -$1.01K -3 -0.3%
GC
738
Gratus Capital
Georgia
$465K -$29.8K -88 -7%
MIM
739
Morningstar Investment Management
Illinois
$465K +$404K +1,193 New
CFG
740
Carr Financial Group
Massachusetts
$458K
LSPW
741
Lake Street Private Wealth
Illinois
$457K +$8.12K +24 +2%
LMKC
742
L.M. Kohn & Company
Ohio
$453K +$43.3K +128 +12%
RIA
743
Regal Investment Advisors
Michigan
$453K +$10.2K +30 +3%
NFG
744
Nations Financial Group
Iowa
$452K +$393K +1,160 New
MAM
745
Morse Asset Management
Connecticut
$452K +$37.2K +110 +10%
VFA
746
Voya Financial Advisors
Connecticut
$450K +$394K +1,164 New
SWM
747
SeaCrest Wealth Management
New York
$449K +$89.3K +264 +30%
VVP
748
Venture Visionary Partners
Ohio
$449K +$8.8K +26 +2%
BJL
749
Brighton Jones LLC
Washington
$448K -$70.7K -209 -15%
Empower Advisory Group
750
Empower Advisory Group
Colorado
$447K -$20.6K -61 -5%

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.