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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
GB
776
Goepper Burkhardt
South Carolina
$401K +$1.69K +5 +0.5%
SW
777
SVB Wealth
Massachusetts
$399K -$42.3K -125 -11%
MWM
778
Meridian Wealth Management
Kentucky
$399K -$1.35K -4 -0.4%
MA
779
MCF Advisors
Kentucky
$398K
EWM
780
Endowment Wealth Management
Wisconsin
$395K +$21.3K +63 +7%
ACM
781
Armbruster Capital Management
New York
$395K
NCM
782
Next Capital Management
New York
$390K
UM
783
UniSuper Management
Australia
$390K +$338K +1,000 New
CI
784
Conning Inc
Connecticut
$384K -$33.8K -100 -9%
AWM
785
Axxcess Wealth Management
California
$384K
PCM
786
Presidio Capital Management
California
$384K
CWM
787
Calamos Wealth Management
Illinois
$381K -$2.37K -7 -0.7%
AT
788
American Trust
Kentucky
$380K -$6.77K -20 -2%
TCA
789
Transcend Capital Advisors
New Jersey
$376K -$34.9K -103 -10%
CBT
790
Central Bank & Trust
Kentucky
$373K +$16.2K +48 +5%
PIP
791
Peachtree Investment Partners
Florida
$372K +$323K +954 New
CFA
792
CWS Financial Advisors
Michigan
$372K +$338 +1 +0.1%
GIM
793
Groesbeck Investment Management
New Jersey
$371K
WANY
794
Wealthspire Advisors (New York)
New York
$371K +$17.6K +52 +6%
BAM
795
Brave Asset Management
New Jersey
$370K
BTI
796
Blue Trust Inc
Georgia
$367K -$235K -694 -39%
PCIA
797
Prime Capital Investment Advisors
Kansas
$366K +$94.4K +279 +42%
WS
798
Wedbush Securities
California
$363K +$677 +2 +0.2%
HKIM
799
Hayek Kallen Investment Management
Alabama
$361K
CC
800
Courier Capital
New York
$360K -$1.69K -5 -0.5%

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.