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Parker-Hannifin
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Overview Fund Activity

1,296 hedge funds and large institutions have $49.5B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 465 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+122
Holders Change %
+10.39%
% of All Funds
19%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
198
Increased
465
Reduced
434
Closed
61
Calls
$251M
Puts
$174M
Net Calls
+$77.1M
Net Calls Change
+$79.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
AIM
Alphinity Investment Management
Australia
+$155M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$126M
4
Holocene Advisors
Holocene Advisors
New York
+$104M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$93M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$483M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
3
Invesco
Invesco
Georgia
-$185M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$117M
5
Ameriprise
Ameriprise
Minnesota
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
801
Merit Financial Group
Georgia
$562K +$123K +267 +28%
SIC
802
Sterling Investment Counsel
New York
$559K +$41.9K +91 +8%
PAM
803
Paradigm Asset Management
New York
$553K – – –
QWP
804
Quotient Wealth Partners
Texas
$553K +$553K +1,200 New
FBB
805
Fulton Breakefield Broenniman
Maryland
$551K – – –
SS
806
Sunbelt Securities
Texas
$549K -$8.76K -19 -2%
BP
807
Ballentine Partners
Massachusetts
$548K +$60.8K +132 +12%
GI
808
GAMMA Investing
California
$548K +$548K +1,179 New
CFG
809
Carr Financial Group
Massachusetts
$540K – – –
AAP
810
Arax Advisory Partners
Colorado
$537K -$11.1K -24 -2%
BAM
811
Brave Asset Management
New Jersey
$534K +$2.3K +5 +0.4%
PCM
812
Penserra Capital Management
California
$534K -$102K -222 -16%
GB
813
Goepper Burkhardt
South Carolina
$534K -$1.56K -3 -0.3%
XT
814
XTX Topco
Cayman Islands
$533K +$79.7K +173 +18%
CT
815
ClearAlpha Technologies
Connecticut
$531K +$531K +1,153 New
VFA
816
Voya Financial Advisors
Connecticut
$531K -$6.01K -13 -1%
UM
817
UniSuper Management
Australia
$531K +$70K +152 +15%
WA
818
Wealth Alliance
New York
$530K +$1.38K +3 +0.3%
MLA
819
My Legacy Advisors
Oregon
$530K +$173K +375 +49%
MWM
820
Mosley Wealth Management
California
$529K +$529K +1,148 New
CS
821
Cannell & Spears
New York
$527K – – –
FG
822
Fairman Group
Pennsylvania
$527K +$527K +1,143 New
KFA
823
Krane Funds Advisors
New York
$526K +$526K +1,142 New
Capstone Investment Advisors
824
Capstone Investment Advisors
New York
$526K +$447K +970 +567%
BHCM
825
Brevan Howard Capital Management
Jersey
$525K +$525K +1,140 New
31 32
33
34 35