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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
976
TCI Wealth Advisors
Arizona
$8.73K +$2.29K +8 +36%
AIM
977
Arcadia Investment Management
Michigan
$8.73K +$8.59K +30 New
CB
978
CNB Bank
Pennsylvania
$7.28K
KSWA
979
Kathleen S. Wright Associates
Pennsylvania
$7K
FA
980
Fiduciary Alliance
South Carolina
$6.98K +$6.87K +24 New
KFI
981
Key Financial Inc
Pennsylvania
$6.54K
RA
982
Rise Advisors
New York
$6.02K
SC
983
Sierra Capital
Florida
$6K -$572 -2 -9%
BWM
984
Baystate Wealth Management
Massachusetts
$6K
GBT
985
Grove Bank & Trust
Florida
$6K +$5.72K +20 New
NL
986
NVWM LLC
Pennsylvania
$5.82K
CWAF
987
Core Wealth Advisors (Florida)
Florida
$5.82K +$5.72K +20 New
MFG
988
Mendota Financial Group
Wisconsin
$5.82K +$5.72K +20 New
SWA
989
Sutton Wealth Advisors
Florida
$5.53K
CWP
990
Concord Wealth Partners
Virginia
$5.53K +$5.44K +19 New
BIA
991
Bell Investment Advisors
California
$5.24K
HWMA
992
Heritage Wealth Management (Arizona)
Arizona
$5.24K +$5.15K +18 New
RFG
993
RFP Financial Group
Georgia
$5.24K +$5.15K +18 New
AWM
994
Abound Wealth Management
Tennessee
$4.96K +$2.86K +10 +143%
MWM
995
Mascoma Wealth Management
New Hampshire
$4.95K
BHWM
996
Beaird Harris Wealth Management
Texas
$4.95K +$4.87K +17 New
CP
997
Castleview Partners
Texas
$4.66K
DI
998
Disciplined Investments
Oklahoma
$4.66K
TIM
999
Tortoise Investment Management
New York
$4.37K -$572 -2 -12%
OLVIG
1000
Oliver Lagore Vanvalin Investment Group
Michigan
$4.07K

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.