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Parker-Hannifin

1,522 hedge funds and large institutions have $66.8B invested in Parker-Hannifin in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 593 increasing their positions, 505 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 87

25% more capital invested

Capital invested by funds: $53.3B → $66.8B (+$13.6B)

17% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 505

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more funds holding

Funds holding: 1,4391,522 (+83)

0.63% more ownership

Funds ownership: 81.93%82.56% (+0.63%)

7% less call options, than puts

Call options by funds: $387M | Put options by funds: $414M

Holders
1,522
Holders Change
+83
Holders Change %
+5.77%
% of All Funds
21.86%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
179
Increased
593
Reduced
505
Closed
87
Calls
$387M
Puts
$414M
Net Calls
-$27M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
826
Checchi Capital Advisers
California
$894K +$7.95K +14 +1%
CST
827
Charles Schwab Trust
Nevada
$892K -$211K -372 -21%
CA
828
Continuum Advisory
Idaho
$891K +$20.5K +36 +3%
MOS
829
MGO One Seven
Ohio
$887K +$14.2K +25 +2%
CIC
830
Chase Investment Counsel
Virginia
$885K -$236K -416 -23%
DWMS
831
Dominguez Wealth Management Solutions
Virginia
$885K
FTWA
832
Fifth Third Wealth Advisors
Ohio
$884K +$33.5K +59 +4%
GVAG
833
Great Valley Advisor Group
Delaware
$883K +$5.68K +10 +0.7%
CWM
834
Connecticut Wealth Management
Connecticut
$883K -$6.25K -11 -0.8%
VFA
835
Voya Financial Advisors
Connecticut
$873K +$189K +333 +32%
GS
836
GTS Securities
New York
$873K +$276K +486 +54%
MIM
837
Morningstar Investment Management
Illinois
$871K +$769K +1,353 New
GRP
838
Global Retirement Partners
California
$870K +$161K +283 +26%
AA
839
Apriem Advisors
California
$864K
IWC
840
Integrated Wealth Concepts
Massachusetts
$856K -$15.9K -28 -2%
SIA
841
Schechter Investment Advisors
Michigan
$854K +$53.4K +94 +7%
HFAS
842
Hummer Financial Advisory Services
Illinois
$853K
PFS
843
Prospera Financial Services
Texas
$853K +$207K +364 +37%
DP
844
Dearborn Partners
Illinois
$850K
SWM
845
SeaCrest Wealth Management
New York
$842K +$84.7K +149 +13%
FFM
846
Forum Financial Management
Illinois
$840K -$3.98K -7 -0.5%
WFC
847
Western Financial Corp
California
$839K +$754K +1,328 New
EW
848
Evoke Wealth
California
$838K +$754K +1,327 New
CI
849
Cigna Investments
Connecticut
$836K -$14.8K -26 -2%
WANY
850
Wealthspire Advisors (New York)
New York
$836K +$31.8K +56 +4%

PH Hedge Fund Activity: Q3 2024 in Review

1,522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2024, worth a combined $66.8B — up 25% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PH positions and 87 closed out — a net gain of 92 holders — while 593 added to existing stakes and 505 trimmed.

The largest buyer was State Street, adding an estimated $428M. The largest seller was Winslow Capital Management, cutting an estimated $337M.

  • 1,522 institutional investors held Parker-Hannifin (PH) as of Q3 2024, up from 1,439 in Q2 2024.
  • Funds reported $66.8B of Parker-Hannifin stock for Q3 2024, up 25% quarter-over-quarter.
  • 179 funds opened new Parker-Hannifin positions in Q3 2024 and 87 closed out, a net change of +92 holders.
  • The largest Parker-Hannifin buyer in Q3 2024 was State Street, an estimated $428M added.
  • The largest Parker-Hannifin seller in Q3 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2024.