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Parker-Hannifin

1,522 hedge funds and large institutions have $66.8B invested in Parker-Hannifin in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 593 increasing their positions, 505 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 87

25% more capital invested

Capital invested by funds: $53.3B → $66.8B (+$13.6B)

17% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 505

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more funds holding

Funds holding: 1,4391,522 (+83)

0.63% more ownership

Funds ownership: 81.93%82.56% (+0.63%)

7% less call options, than puts

Call options by funds: $387M | Put options by funds: $414M

Holders
1,522
Holders Change
+83
Holders Change %
+5.77%
% of All Funds
21.86%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
179
Increased
593
Reduced
505
Closed
87
Calls
$387M
Puts
$414M
Net Calls
-$27M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
MSE
726
MUFG Securities EMEA
United Kingdom
$1.26M +$1.14M +1,999 New
CAG
727
Crestwood Advisors Group
Massachusetts
$1.26M +$39.8K +70 +4%
EWA
728
Exencial Wealth Advisors
Oklahoma
$1.26M -$139K -245 -11%
MFG
729
Merit Financial Group
Georgia
$1.26M -$397K -699 -26%
APP
730
Avantax Planning Partners
Iowa
$1.26M -$5.68K -10 -0.5%
SIS
731
Sound Income Strategies
Florida
$1.25M +$7.39K +13 +0.7%
WG
732
Wealth Group
North Carolina
$1.25M -$52.3K -92 -4%
CPC
733
Cookson Peirce & Co
Pennsylvania
$1.23M -$8.52K -15 -0.8%
LA
734
LVW Advisors
New York
$1.23M +$137K +242 +14%
AWA
735
Arete Wealth Advisors
Illinois
$1.21M +$13.1K +23 +1%
Winslow Capital Management
736
Winslow Capital Management
Minnesota
$1.21M -$337M -592,830 -100%
A
737
AlphaQuest
New York
$1.21M -$392K -690 -27%
MMM
738
Mendel Money Management
Illinois
$1.21M -$13.6K -24 -1%
BWM
739
BNC Wealth Management
Oregon
$1.2M
SWM
740
Shelton Wealth Management
Texas
$1.19M +$65.3K +115 +6%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$1.19M -$23.9K -42 -2%
CFD
742
Creative Financial Designs
Indiana
$1.18M +$15.9K +28 +2%
DAM
743
Deltec Asset Management
New York
$1.17M +$481K +847 +85%
CM
744
Columbus Macro
Pennsylvania
$1.16M -$138K -243 -12%
NPFS
745
Novak & Powell Financial Services
Florida
$1.16M
PPWP
746
Premier Path Wealth Partners
New Jersey
$1.16M +$3.98K +7 +0.4%
WQ
747
Wealth Quarterback
New Jersey
$1.15M -$105K -184 -9%
WI
748
Wedgewood Investors
Pennsylvania
$1.15M -$17K -30 -2%
GWM
749
Geneos Wealth Management
Colorado
$1.14M +$697K +1,227 +211%
QCM
750
Qsemble Capital Management
New York
$1.14M -$652K -1,147 -39%

PH Hedge Fund Activity: Q3 2024 in Review

1,522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2024, worth a combined $66.8B — up 25% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PH positions and 87 closed out — a net gain of 92 holders — while 593 added to existing stakes and 505 trimmed.

The largest buyer was State Street, adding an estimated $428M. The largest seller was Winslow Capital Management, cutting an estimated $337M.

  • 1,522 institutional investors held Parker-Hannifin (PH) as of Q3 2024, up from 1,439 in Q2 2024.
  • Funds reported $66.8B of Parker-Hannifin stock for Q3 2024, up 25% quarter-over-quarter.
  • 179 funds opened new Parker-Hannifin positions in Q3 2024 and 87 closed out, a net change of +92 holders.
  • The largest Parker-Hannifin buyer in Q3 2024 was State Street, an estimated $428M added.
  • The largest Parker-Hannifin seller in Q3 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2024.