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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
TCOT
951
Trust Company of Toledo
Ohio
$208K +$180K +533 New
W
952
Wealthquest
Ohio
$206K +$179K +528 New
BFM
953
Boston Financial Management
Massachusetts
$206K +$178K +527 New
NRC
954
New Republic Capital
North Carolina
$204K +$177K +524 New
EWM
955
Evermay Wealth Management
Virginia
$204K -$4.4K -13 -2%
BCP
956
Blue Chip Partners
Michigan
$203K +$176K +521 New
SWM
957
Silverlake Wealth Management
Vermont
$202K +$176K +519 New
FCP
958
Fidelis Capital Partners
Florida
$202K +$176K +519 New
JF
959
Jump Financial
Illinois
$202K -$311K -919 -64%
PA
960
PFG Advisors
Arizona
$201K +$174K +515 New
EFS
961
Essex Financial Services
Connecticut
$200K +$174K +513 New
MCM
962
Monument Capital Management
Virginia
$200K +$174K +513 New
VCM
963
Vivaldi Capital Management
Illinois
$200K +$174K +513 New
BBHC
964
Brown Brothers Harriman & Co
New York
$196K +$101K +299 +147%
PPC
965
Park Place Capital
Alabama
$192K +$2.03K +6 +1%
WTC
966
WhitTier Trust Company
Nevada
$188K +$20.6K +61 +15%
EWA
967
EverSource Wealth Advisors
Alabama
$170K -$7.78K -23 -5%
CFO
968
CVA Family Office
Colorado
$167K +$6.43K +19 +5%
AA
969
Alta Advisers
United Kingdom
$156K
PSB
970
Piscataqua Savings Bank
New Hampshire
$156K
OAM
971
Ostrum Asset Management
France
$155K +$677 +2 +0.5%
HWA
972
Heritage Wealth Advisors
Virginia
$154K
GWS
973
Glassman Wealth Services
Virginia
$153K +$65.6K +194 +98%
PMFA
974
Plante Moran Financial Advisors
Michigan
$150K -$33.8K -100 -21%
CT
975
Cambridge Trust
Massachusetts
$148K -$2.03K -6 -2%

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.