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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
FLPIM
776
F.L. Putnam Investment Management
Massachusetts
$254K +$250K +874 New
WS
777
Wedbush Securities
California
$254K -$12.3K -43 -5%
EGM
778
Engineers Gate Manager
New York
$253K -$1.7M -5,936 -87%
SIM
779
Sentry Investment Management
Wisconsin
$252K
MFS
780
Mirabella Financial Services
United Kingdom
$251K +$247K +862 New
VCAM
781
Van Cleef Asset Management
Ohio
$250K -$17.2K -60 -7%
BP
782
Ballentine Partners
Massachusetts
$249K -$1.15K -4 -0.5%
ADL
783
Asset Dedication LLC
California
$249K -$1.15K -4 -0.5%
OFS
784
OneAscent Financial Services
Alabama
$248K +$244K +853 New
RG
785
Renaissance Group
Kentucky
$247K -$4.29K -15 -2%
FA
786
Financial Advisors
Massachusetts
$246K
NCM
787
Northside Capital Management
Oregon
$245K
SAA
788
Southeast Asset Advisors
Georgia
$243K
CCIA
789
Campbell & Co Investment Adviser
Maryland
$243K -$575K -2,009 -71%
MP
790
McDonald Partners
Ohio
$240K -$28.6K -100 -11%
RA
791
RFG Advisory
Alabama
$240K +$286 +1 +0.1%
WTFG
792
Wells Trecaso Financial Group
Ohio
$239K +$235K +820 New
HH
793
Hilltop Holdings
Texas
$238K -$15.2K -53 -6%
Jones Financial Companies
794
Jones Financial Companies
Missouri
$238K -$19.5K -68 -8%
NL
795
NWAM LLC
Washington
$237K +$233K +814 New
SIM
796
SSI Investment Management
California
$236K +$232K +812 New
LCM
797
Leisure Capital Management
California
$236K +$232K +810 New
SCM
798
Shelton Capital Management
Colorado
$236K +$232K +810 New
CWP
799
CFM Wealth Partners
Texas
$234K +$230K +803 New
DWM
800
Dakota Wealth Management
Florida
$233K +$229K +801 New

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.