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Parker-Hannifin
PH

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: 10 → 19 (+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: 960 → 1,032 (+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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
3
KAS
Kestra Advisory Services
Texas
+$172M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$139M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$430M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$210M
3
First Trust Advisors
First Trust Advisors
Illinois
-$194M
4
MIHAS
Maj Invest Holding A/S
Denmark
-$168M
5
JP Morgan Chase
JP Morgan Chase
New York
-$95M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
1001
Horan Securities
United States
$4.07K +$4.01K +14 New
KFP
1002
KB Financial Partners
New Jersey
$4K – – –
FCA
1003
FinTrust Capital Advisors
South Carolina
$3.78K -$20.6K -72 -85%
SIC
1004
SJS Investment Consulting
Ohio
$3.78K +$1.72K +6 +86%
IAA
1005
Independent Advisor Alliance
North Carolina
$3.3K -$27.2K -95 -0.8%
IGWM
1006
ICA Group Wealth Management
Colorado
$3.2K -$987K -3,447 -100%
ETC
1007
Exchange Traded Concepts
Oklahoma
$3.2K -$1.72K -6 -35%
CWA
1008
Clearview Wealth Advisors
Oregon
$3.04K – – –
AF
1009
Arrow Financial
New York
$3K -$22.9K -80 -89%
FCT
1010
First Community Trust
Iowa
$3K – – –
LTI
1011
Laffer Tengler Investments
Tennessee
$2.91K – – –
Kayne Anderson Rudnick Investment Management
1012
Kayne Anderson Rudnick Investment Management
California
$2.62K – – –
VCM
1013
Versant Capital Management
Arizona
$2.62K – – –
HWA
1014
HHM Wealth Advisors
Tennessee
$2.62K +$2.58K +9 New
AFS
1015
Annapolis Financial Services
Maryland
$2.04K – – –
LSA
1016
Leonteq Securities AG
Switzerland
$2.04K – – –
AA
1017
Addison Advisors
Vermont
$2.04K +$859 +3 +75%
TFGT
1018
TS Financial Group (TSFG)
Illinois
$2K – – –
BWM
1019
BerganKDV Wealth Management
Minnesota
$1.75K – – –
MWM
1020
MinichMacGregor Wealth Management
New York
$1.75K +$1.72K +6 New
GFPC
1021
Global Financial Private Client
Florida
$1.46K – – –
NSIM
1022
North Star Investment Management
Illinois
$1.46K +$1.43K +5 New
M
1023
MOTCO
Texas
$1.16K -$52.4K -183 -98%
ST
1024
Sageworth Trust
Pennsylvania
$1K +$1.43K +5 New
EE
1025
EWG Elevate
California
$873 +$859 +3 New
39 40
41
42 43

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.