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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
NPF
801
Norris Perne & French
Michigan
$232K +$228K +796 New
BSW
802
Buckingham Strategic Wealth
Missouri
$230K -$87.3K -305 -28%
WTB
803
Washington Trust Bank
Washington
$229K +$226K +788 New
BFIM
804
Beese Fulmer Investment Management
Ohio
$228K +$224K +784 New
PTC
805
Petrus Trust Company
Texas
$226K -$76.1K -266 -25%
O
806
Ossiam
France
$224K
AIA
807
Affinity Investment Advisors
California
$224K -$28.6K -100 -11%
BWM
808
Baron Wealth Management
Michigan
$223K +$219K +766 New
FMLI
809
Fukoku Mutual Life Insurance
Japan
$223K +$219K +765 New
6F
810
626 Financial
Michigan
$222K +$218K +762 New
DAS
811
Dynamic Advisor Solutions
Arizona
$220K +$217K +757 New
Koshinski Asset Management
812
Koshinski Asset Management
Illinois
$219K +$216K +753 New
SPW
813
Sonoma Private Wealth
California
$217K +$214K +747 New
TYCC
814
Texas Yale Capital Corp
Florida
$216K +$212K +741 New
TWM
815
Trinity Wealth Management
Pennsylvania
$215K +$212K +740 New
DWT
816
Dorsey & Whitney Trust
South Dakota
$214K +$211K +737 New
FAN
817
Financial Advisors Network
California
$213K +$210K +733 New
NFA
818
Northern Financial Advisors
Michigan
$213K +$210K +733 New
PCM
819
Prelude Capital Management
New York
$212K -$1.04M -3,625 -83%
HI
820
Harbour Investments
Wisconsin
$212K +$32.1K +112 +18%
BCM
821
Brainard Capital Management
Texas
$211K +$208K +726 New
SRG
822
SBB Research Group
Illinois
$210K +$206K +721 New
QC
823
Quent Capital
New York
$209K +$46.7K +163 +29%
AWM
824
Axxcess Wealth Management
California
$208K +$205K +716 New
PCM
825
Presidio Capital Management
California
$208K +$205K +716 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.