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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
RIA
826
Realta Investment Advisors
Delaware
$208K +$205K +715 New
JF
827
Jump Financial
Illinois
$207K +$203K +710 New
OCM
828
One Capital Management
California
$206K +$203K +709 New
CT
829
Chicago Trust
Illinois
$205K -$212K -740 -51%
BIM
830
Baldwin Investment Management
Pennsylvania
$204K +$200K +700 New
FAIM
831
Financial Advocates Investment Management
Washington
$202K +$199K +696 New
PFS
832
Prospera Financial Services
Texas
$202K +$198K +693 New
FM
833
Foster & Motley
Ohio
$200K +$197K +689 New
RCM
834
Raleigh Capital Management
North Carolina
$197K -$14.9K -52 -7%
CSPAM
835
Cary Street Partners Asset Management
Virginia
$196K -$12.6K -44 -6%
ATC
836
Adirondack Trust Company
New York
$196K
PCM
837
Penserra Capital Management
California
$193K +$14.3K +50 +8%
CAL
838
Capital Analysts LLC
Pennsylvania
$186K +$8.87K +31 +5%
GWM
839
Geneos Wealth Management
Colorado
$178K
FMII
840
Farmers & Merchants Investments Inc
Nebraska
$178K -$27.5K -96 -14%
HDIM
841
Hanson & Doremus Investment Management
Vermont
$177K
PP
842
Paloma Partners
Connecticut
$176K +$173K +605 New
Acadian Asset Management
843
Acadian Asset Management
Massachusetts
$174K
EBA
844
Eagle Bay Advisors
New York
$171K +$63.8K +223 +61%
AIM
845
Acropolis Investment Management
Missouri
$162K +$859 +3 +0.5%
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$158K +$14.3K +50 +10%
EWA
847
EverSource Wealth Advisors
Alabama
$153K -$12.9K -45 -8%
CBT
848
Central Bank & Trust
Kentucky
$146K +$97K +339 +207%
PPC
849
Park Place Capital
Alabama
$144K +$141K +494 New
WTA
850
Washington Trust Advisors
Massachusetts
$143K +$19.5K +68 +16%

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.