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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
SeaCrest Wealth Management
New York
$298K -$9.94K -30 -3%
AWM
802
Avior Wealth Management
Nebraska
$297K -$35.8K -108 -11%
CC
803
Corton Capital
Ontario, Canada
$296K +$291K +880 New
WTB
804
Washington Trust Bank
Washington
$292K +$27.2K +82 +10%
GC
805
Gilbert & Cook
Iowa
$290K +$286K +863 New
PI
806
PFG Investments
New York
$290K +$285K +862 New
MC
807
Middleton & Co
Massachusetts
$289K -$14.9K -45 -5%
NAM
808
NTV Asset Management
West Virginia
$289K -$6.62K -20 -2%
OFS
809
OneAscent Financial Services
Alabama
$289K +$1.99K +6 +0.7%
VCAM
810
Van Cleef Asset Management
Ohio
$289K
NP
811
NorthRock Partners
Minnesota
$287K -$90.7K -274 -24%
RG
812
Renaissance Group
Kentucky
$286K
ADL
813
Asset Dedication LLC
California
$285K
FA
814
Financial Advisors
Massachusetts
$285K
NCM
815
Northside Capital Management
Oregon
$283K
SAA
816
Southeast Asset Advisors
Georgia
$281K
FFA
817
Farther Finance Advisors
California
$280K -$85.8K -259 -24%
DAC
818
Dividend Assets Capital
South Carolina
$279K
LCM
819
Leisure Capital Management
California
$278K +$5.63K +17 +2%
MP
820
McDonald Partners
Ohio
$277K
WTFG
821
Wells Trecaso Financial Group
Ohio
$276K
DFCM
822
Dark Forest Capital Management
Puerto Rico
$273K +$269K +811 New
SF
823
Symphony Financial
Texas
$272K -$91.4K -276 -25%
GL
824
Graypoint LLC
New York
$269K +$265K +801 New
SC
825
Saturna Capital
Washington
$269K -$13.3M -40,012 -98%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.