PH icon

Parker-Hannifin
PH

Overview Fund Activity

1,296 hedge funds and large institutions have $49.5B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 465 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+122
Holders Change %
+10.39%
% of All Funds
19%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
198
Increased
465
Reduced
434
Closed
61
Calls
$251M
Puts
$174M
Net Calls
+$77.1M
Net Calls Change
+$79.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.81B
2
AIM
Alphinity Investment Management
Australia
$522M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$234M
4
Holocene Advisors
Holocene Advisors
New York
$188M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$20.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$588M
3
Invesco
Invesco
Georgia
$1.16B
4
Aristotle Capital Management
Aristotle Capital Management
California
$1.6B
5
Ameriprise
Ameriprise
Minnesota
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
976
Samalin Investment Counsel
New York
$304K +$5.54K +12 +2%
AT
977
Arlington Trust
Alabama
$303K +$32.2K +70 +12%
KWM
978
Kolinsky Wealth Management
New Jersey
$303K -$19.3K -42 -6%
MMA
979
Miracle Mile Advisors
California
$303K +$35.5K +77 +13%
SWM
980
Spire Wealth Management
Virginia
$302K -$865K -1,840 -74%
ECM
981
Evergreen Capital Management
Washington
$302K -$2.76K -6 -0.9%
BIM
982
Baldwin Investment Management
Pennsylvania
$301K – – –
PIA
983
Pinion Investment Advisors
Kansas
$300K +$41.5K +90 +16%
SNBOSD
984
Security National Bank of So Dak
Iowa
$299K – – –
ZB
985
Zions Bancorporation
Utah
$299K – – –
DIA
986
Dean Investment Associates
Ohio
$297K -$8.29K -18 -3%
PFS
987
Prospera Financial Services
Texas
$296K -$54.8K -119 -16%
HIC
988
Holderness Investments Company
North Carolina
$296K – – –
CIS
989
Custom Index Systems
New York
$295K +$295K +640 New
WAM
990
Wakefield Asset Management
Colorado
$294K -$200K -435 -41%
TIA
991
Tiemann Investment Advisors
California
$293K – – –
AT
992
American Trust
Kentucky
$290K +$48.4K +105 +20%
AWCI
993
Alpine Woods Capital Investors
New York
$288K – – –
RZH
994
Relyea Zuckerberg Hanson
Connecticut
$288K +$921 +2 +0.3%
PWG
995
Portside Wealth Group
Utah
$286K -$4.15K -9 -1%
1SB
996
1ST Source Bank
Indiana
$286K – – –
AWM
997
Accurate Wealth Management
Florida
$286K -$8.33K -18 -3%
OCBCO
998
Oversea-Chinese Banking Corp (OCBC)
Singapore
$284K +$284K +617 New
TPW
999
TL Private Wealth
Texas
$283K – – –
VCM
1000
Vivaldi Capital Management
Illinois
$283K +$16.4K +32 +6%
38 39
40
41 42