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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
LCM
826
Leisure Capital Management
California
$323K
KP
827
Keel Point
Alabama
$322K +$11.8K +35 +4%
FCB
828
First County Bank
Connecticut
$322K -$65K -192 -19%
MP
829
McDonald Partners
Ohio
$322K
FM
830
Family Management
New York
$321K +$278K +822 New
DWT
831
Dorsey & Whitney Trust
South Dakota
$320K +$28.4K +84 +11%
WTFG
832
Wells Trecaso Financial Group
Ohio
$320K
NAM
833
NTV Asset Management
West Virginia
$318K -$15.2K -45 -5%
RCM
834
Raleigh Capital Management
North Carolina
$313K +$26.1K +77 +11%
SC
835
Saturna Capital
Washington
$312K
NP
836
NorthRock Partners
Minnesota
$311K -$19.6K -58 -7%
NPF
837
Norris Perne & French
Michigan
$310K
CC
838
Corton Capital
Ontario, Canada
$309K -$29.8K -88 -10%
CT
839
Chicago Trust
Illinois
$308K +$28.8K +85 +12%
MFG
840
Merit Financial Group
Georgia
$307K +$266K +786 New
SPW
841
Sonoma Private Wealth
California
$306K +$11.8K +35 +5%
BWM
842
Baron Wealth Management
Michigan
$304K +$677 +2 +0.3%
HH
843
Hilltop Holdings
Texas
$304K +$11.8K +35 +5%
FMLI
844
Fukoku Mutual Life Insurance
Japan
$298K
AIA
845
Affinity Investment Advisors
California
$293K
PFS
846
Prospera Financial Services
Texas
$292K +$13.2K +39 +6%
KWM
847
Kolinsky Wealth Management
New Jersey
$292K +$13.2K +39 +5%
WBC
848
Westpac Banking Corp
Australia
$291K -$3.38M -9,985 -93%
RG
849
Renaissance Group
Kentucky
$289K -$36.5K -108 -13%
DT
850
Diversified Trust
Tennessee
$289K +$251K +742 New

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.