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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
GA
926
Geller Advisors
New York
$228K +$198K +584 New
GS
927
GTS Securities
New York
$225K +$196K +578 New
1SB
928
1ST Source Bank
Indiana
$224K +$195K +575 New
CIP
929
Capital Insight Partners
Arizona
$224K +$195K +575 New
TIM
930
Tortoise Investment Management
New York
$224K +$190K +560 +4,000%
OAM
931
Oak Asset Management
California
$223K +$194K +573 New
ATC
932
Adirondack Trust Company
New York
$223K -$44K -130 -19%
HDIM
933
Hanson & Doremus Investment Management
Vermont
$222K
AL
934
Aspiriant LLC
California
$222K +$192K +568 New
CG
935
Colony Group
Massachusetts
$221K -$30.5K -90 -14%
SIM
936
SSI Investment Management
California
$220K -$32.8K -97 -15%
SWA
937
Stratos Wealth Advisors
Ohio
$219K +$190K +562 New
GG
938
Gleason Group
Kentucky
$219K +$27.1K +80 +17%
SXL
939
Summit X LLC
Missouri
$218K +$190K +560 New
GRP
940
Global Retirement Partners
California
$218K +$3.05K +9 +2%
FAFN
941
First Affirmative Financial Network
Colorado
$217K +$188K +557 New
PP
942
Patron Partners
Texas
$216K +$187K +554 New
NWM
943
Northwest Wealth Management
Iowa
$216K +$187K +554 New
LBA
944
Lowell Blake & Associates
Massachusetts
$214K +$186K +549 New
EBA
945
Eagle Bay Advisors
New York
$213K -$4.74K -14 -3%
FWA
946
FSM Wealth Advisors
Ohio
$212K +$180K +531 New
FI
947
Fractal Investments
Connecticut
$211K +$183K +540 New
FHA
948
Flagship Harbor Advisors
Massachusetts
$211K +$183K +540 New
AIM
949
Acropolis Investment Management
Missouri
$209K -$6.77K -20 -4%
MWM
950
Modera Wealth Management
New Jersey
$208K +$181K +534 New

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.