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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
DWM
901
Dakota Wealth Management
Florida
$687K +$39.8K +70 +7%
MWM
902
Mindset Wealth Management
Indiana
$683K +$614K +1,081 New
APA
903
Astoria Portfolio Advisors
New York
$681K +$43.2K +76 +8%
JIP
904
Jaffetilchin Investment Partners
Florida
$680K -$34.7K -61 -5%
DWT
905
Dorsey & Whitney Trust
South Dakota
$674K +$82.9K +146 +16%
AIM
906
Aigen Investment Management
New York
$674K +$219K +385 +57%
SAM
907
Smartleaf Asset Management
Massachusetts
$671K +$221K +389 +58%
BWM
908
Baron Wealth Management
Michigan
$671K +$111K +195 +23%
GCP
909
GSA Capital Partners
United Kingdom
$669K -$222K -390 -27%
CGL
910
Clarius Group LLC
Washington
$667K -$12.5K -22 -2%
KAM
911
Knightsbridge Asset Management
California
$665K -$44.3K -78 -7%
CC
912
Chicago Capital
Illinois
$660K
NG
913
Norden Group
Utah
$658K +$248K +436 +72%
PBC
914
Pavion Blue Capital
California
$655K
NCM
915
Next Capital Management
New York
$654K -$1.14K -2 -0.2%
GWMR
916
GC Wealth Management RIA
Massachusetts
$653K +$11.9K +21 +2%
SWA
917
Sax Wealth Advisors
New Jersey
$651K +$586K +1,031 New
LFAS
918
Level Four Advisory Services
Texas
$649K +$73.3K +129 +14%
Harris Associates
919
Harris Associates
Illinois
$647K -$537K -946 -48%
GB
920
Goepper Burkhardt
South Carolina
$646K -$1.14K -2 -0.2%
ACM
921
Armbruster Capital Management
New York
$639K -$1.14K -2 -0.2%
HC
922
Hara Capital
Washington
$638K
SCM
923
Shelton Capital Management
Colorado
$637K -$11.9K -21 -2%
CCM
924
Crew Capital Management
Ohio
$637K
EFS
925
Essex Financial Services
Connecticut
$635K +$11.9K +21 +2%

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.