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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
IFG
851
Independent Financial Group
California
$288K -$72.8K -215 -23%
6F
852
626 Financial
Michigan
$286K
AWM
853
Avior Wealth Management
Nebraska
$285K -$52.1K -154 -17%
TYCC
854
Texas Yale Capital Corp
Florida
$285K -$3.72K -11 -1%
OCM
855
One Capital Management
California
$284K +$4.06K +12 +2%
CWA
856
CM Wealth Advisors
Ohio
$284K -$1.13M -3,330 -82%
BSW
857
Buckingham Strategic Wealth
Missouri
$283K -$21.7K -64 -8%
SAG
858
SageView Advisory Group
California
$282K +$37.2K +110 +18%
PWMAG
859
Pinnacle Wealth Management Advisory Group
New Jersey
$280K +$9.81K +29 +4%
ECM
860
Evergreen Capital Management
Washington
$278K +$8.8K +26 +4%
BFIM
861
Beese Fulmer Investment Management
Ohio
$278K
QC
862
Quent Capital
New York
$276K
JIP
863
Jaffetilchin Investment Partners
Florida
$275K +$239K +705 New
ADL
864
Asset Dedication LLC
California
$275K -$49.4K -146 -17%
Jones Financial Companies
865
Jones Financial Companies
Missouri
$275K -$21K -62 -8%
AB
866
Atlas Brown
Kentucky
$273K +$237K +699 New
MCP
867
Mirador Capital Partners
California
$271K +$235K +695 New
RZH
868
Relyea Zuckerberg Hanson
Connecticut
$271K
SIC
869
Samalin Investment Counsel
New York
$270K +$234K +691 New
WPW
870
Waldron Private Wealth
Pennsylvania
$269K -$3.05K -9 -1%
RPC
871
Rossmore Private Capital
Connecticut
$267K
TBC
872
Ted Buchan & Co
California
$267K
TIMH
873
Tilt Investment Management Holdings
New York
$265K
PWG
874
Portside Wealth Group
Utah
$265K +$230K +679 New
MFA
875
Mayflower Financial Advisors
Massachusetts
$264K -$677 -2 -0.3%

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.