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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
AIM
976
Anchor Investment Management
South Carolina
$141K -$2.03K -6 -2%
UFF
977
USA Financial Formulas
Michigan
$140K +$121K +357 +35,700%
CHC
978
City Holding Co
West Virginia
$131K +$5.75K +17 +5%
CF
979
Centaurus Financial
California
$128K +$111K +328 New
SOW
980
State of Wyoming
Wyoming
$128K +$111K +328 New
AF
981
Allworth Financial
California
$120K +$10.5K +31 +11%
LF
982
Lee Financial
Texas
$119K +$3.72K +11 +4%
CMBA
983
C.M. Bidwell & Associates
Hawaii
$119K
CWM
984
Compass Wealth Management
Connecticut
$117K
KFP
985
KB Financial Partners
New Jersey
$115K +$29.8K +88 +42%
USB
986
Union Savings Bank
Connecticut
$115K +$94.8K +280 New
FFA
987
Farther Finance Advisors
California
$108K -$188K -555 -67%
AWM
988
Atticus Wealth Management
Florida
$107K
RFA
989
Resurgent Financial Advisors
Georgia
$106K +$25.4K +75 +38%
GI
990
Gradient Investments
Minnesota
$105K +$5.08K +15 +6%
Optiver Holding
991
Optiver Holding
Netherlands
$98.3K -$5.81M -17,175 -99%
HIA
992
Harbor Investment Advisory
Maryland
$96.3K
PFBT
993
Parkside Financial Bank & Trust
Missouri
$94.4K +$1.01K +3 +1%
MHR
994
Matthew Hamilton Rosenberg
$92.8K +$338 +1 +0.4%
CWC
995
Carolinas Wealth Consulting
North Carolina
$92.3K -$5.08K -15 -6%
RTC
996
Riverview Trust Company
Washington
$88.1K
SIC
997
Salem Investment Counselors
North Carolina
$87.4K
C
998
Covestor
United Kingdom
$87K -$17.6K -52 -19%
VNA
999
Valley National Advisers
Pennsylvania
$84K -$4.74K -14 -6%
HBW
1000
Hazlett, Burt & Watson
West Virginia
$84K

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.