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Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3021,419 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
876
FFT Wealth Management
Pennsylvania
$601K +$68.6K +135 +14%
CIP
877
Capital Insight Partners
Arizona
$600K +$191K +375 +53%
RSWM
878
Robertson Stephens Wealth Management
California
$593K +$1.02K +2 +0.2%
HIP
879
HUB Investment Partners
Texas
$589K +$29K +57 +6%
NCM
880
Next Capital Management
New York
$586K +$4.57K +9 +0.9%
RFS
881
Richardson Financial Services
Massachusetts
$584K +$103K +203 +24%
NB
882
Northwest Bancshares
Pennsylvania
$582K +$190K +373 +55%
PBC
883
Pavion Blue Capital
California
$576K
GB
884
Goepper Burkhardt
South Carolina
$575K
SCM
885
Shelton Capital Management
Colorado
$572K
GC
886
Gilbert & Cook
Iowa
$571K -$2.03K -4 -0.4%
MA
887
MCF Advisors
Kentucky
$570K
Nomura Holdings
888
Nomura Holdings
Japan
$570K +$230K +452 +79%
JIP
889
Jaffetilchin Investment Partners
Florida
$567K +$69.6K +137 +16%
DWM
890
Dakota Wealth Management
Florida
$566K +$5.08K +10 +1%
SAM
891
S.A. Mason
Michigan
$564K -$2.03K -4 -0.4%
ACM
892
Armbruster Capital Management
New York
$562K
HC
893
Hara Capital
Washington
$561K
D
894
Diversified
Delaware
$560K +$52.3K +103 +11%
CCM
895
Crew Capital Management
Ohio
$560K +$66.6K +131 +15%
OFS
896
OneAscent Financial Services
Alabama
$559K -$10.2K -20 -2%
RMC
897
Resources Management Corp
Connecticut
$556K -$254K -500 -33%
MOS
898
MGO One Seven
Ohio
$553K -$178K -350 -26%
VSQM
899
V-Square Quantitative Management
Illinois
$550K +$264K +520 +111%
MYIA
900
Mount Yale Investment Advisors
Colorado
$548K +$501K +987 New

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,302 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.