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Parker-Hannifin

1,634 hedge funds and large institutions have $72.1B invested in Parker-Hannifin in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 612 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 83

127% more call options, than puts

Call options by funds: $392M | Put options by funds: $173M

14% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 537

8% more capital invested

Capital invested by funds: $66.8B → $72.1B (+$5.29B)

7% more funds holding

Funds holding: 1,5221,634 (+112)

4.43% more ownership

Funds ownership: 82.56%86.99% (+4.4%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
21.52%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.45%
New
219
Increased
612
Reduced
537
Closed
83
Calls
$392M
Puts
$173M
Net Calls
+$219M
Net Calls Change
+$246M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
976
Diversified Trust
Tennessee
$647K +$25.8K +39 +4%
KA
977
Kovack Advisors
Florida
$647K +$283K +427 +72%
NG
978
Norden Group
Utah
$645K -$17.9K -27 -3%
PF
979
Phoenix Financial
Israel
$642K +$436K +658 +187%
CCM
980
Crew Capital Management
Ohio
$641K
SCM
981
Shelton Capital Management
Colorado
$641K
AWM
982
Avior Wealth Management
Nebraska
$637K -$84.1K -127 -11%
GB
983
Goepper Burkhardt
South Carolina
$636K -$14.6K -22 -2%
SAM
984
S.A. Mason
Michigan
$636K -$3.31K -5 -0.5%
AWM
985
Aprio Wealth Management
Georgia
$636K +$266K +402 +67%
WBC
986
Westpac Banking Corp
Australia
$633K
MFF
987
Michels Family Financial
Texas
$633K +$659K +995 New
RFS
988
Richardson Financial Services
Massachusetts
$630K +$3.97K +6 +0.6%
MYIA
989
Mount Yale Investment Advisors
Colorado
$629K +$654K +988 New
BIG
990
Brooklyn Investment Group
New York
$624K +$8.61K +13 +1%
CCFM
991
Clear Creek Financial Management
Washington
$621K +$79.5K +120 +14%
QC
992
Quent Capital
New York
$618K +$85.4K +129 +15%
EFG
993
Everhart Financial Group
Ohio
$616K +$11.9K +18 +2%
SW
994
SteelPeak Wealth
California
$614K -$469K -708 -42%
KCM
995
KRS Capital Management
Michigan
$610K +$13.2K +20 +2%
BTI
996
Blue Trust Inc
Georgia
$608K -$667K -1,007 -51%
CFA
997
CWS Financial Advisors
Michigan
$608K
SWM
998
Sugarloaf Wealth Management
Georgia
$607K
FA
999
Financial Advisors
Massachusetts
$607K +$70.9K +107 +13%
AIA
1000
AssuredPartners Investment Advisors
Florida
$604K +$629K +950 New

PH Hedge Fund Activity: Q4 2024 in Review

1,634 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2024, worth a combined $72.1B — up 7.9% from $66.8B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new PH positions and 83 closed out — a net gain of 136 holders — while 612 added to existing stakes and 537 trimmed.

The largest buyer was State Street, adding an estimated $2.39B. The largest seller was Fidelity Investments, cutting an estimated $391M.

  • 1,634 institutional investors held Parker-Hannifin (PH) as of Q4 2024, up from 1,522 in Q3 2024.
  • Funds reported $72.1B of Parker-Hannifin stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 219 funds opened new Parker-Hannifin positions in Q4 2024 and 83 closed out, a net change of +136 holders.
  • The largest Parker-Hannifin buyer in Q4 2024 was State Street, an estimated $2.39B added.
  • The largest Parker-Hannifin seller in Q4 2024 was Fidelity Investments, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2024.