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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 %
BIG
876
Brooklyn Investment Group
New York
$428K +$428K +930 New
OAM
877
Oxford Asset Management
United Kingdom
$428K +$428K +928 New
WTB
878
Washington Trust Bank
Washington
$426K -$18.4K -40 -4%
BAM
879
Berkshire Asset Management
Pennsylvania
$426K -$461 -1 -0.1%
HKIM
880
Hayek Kallen Investment Management
Alabama
$426K – – –
GL
881
Graypoint LLC
New York
$426K +$51.2K +111 +14%
CWP
882
Capital Wealth Planning
Florida
$420K – – –
VCM
883
Virtue Capital Management
Tennessee
$419K +$419K +924 New
GRP
884
Global Retirement Partners
California
$419K +$106K +229 +34%
CWM
885
Calamos Wealth Management
Illinois
$419K -$11.1K -24 -3%
D
886
Diversified
Delaware
$417K +$1.38K +3 +0.3%
VCP
887
Verus Capital Partners
Arizona
$416K +$147K +318 +54%
WS
888
Wedbush Securities
California
$414K -$48.9K -106 -11%
AWA
889
Arete Wealth Advisors
Illinois
$413K -$26.7K -58 -6%
SWM
890
Shelton Wealth Management
Texas
$413K +$413K +896 New
SCM
891
Stevens Capital Management
Pennsylvania
$410K -$1.33M -2,877 -76%
PI
892
PFG Investments
New York
$408K +$5.99K +13 +1%
FAIM
893
Financial Advocates Investment Management
Washington
$407K -$47.9K -104 -11%
JIP
894
Jaffetilchin Investment Partners
Florida
$407K -$24.9K -54 -6%
IGAM
895
iA Global Asset Management
Quebec, Canada
$405K +$405K +879 New
CCM
896
Crew Capital Management
Ohio
$404K -$18K -39 -4%
CC
897
Cipher Capital
New York
$404K +$404K +877 New
A
898
AlphaQuest
New York
$402K +$402K +872 New
SWA
899
Stratos Wealth Advisors
Ohio
$401K -$1.38K -3 -0.3%
BMC
900
Benin Management Corp
Connecticut
$397K -$5.99K -13 -1%
34 35
36
37 38