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Parker-Hannifin
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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 %
FM
1001
Foster & Motley
Ohio
$280K -$17.5K -38 -6%
FMII
1002
Farmers & Merchants Investments Inc
Nebraska
$279K – – –
GSEP
1003
Golden State Equity Partners
California
$279K +$24.9K +54 +10%
ZIC
1004
ZWJ Investment Counsel
Georgia
$276K -$184K -400 -40%
SL
1005
Sentry LLC
Tennessee
$276K – – –
NA
1006
Navellier & Associates
Nevada
$276K – – –
SM
1007
Southport Management
Wyoming
$276K +$276K +600 New
Acadian Asset Management
1008
Acadian Asset Management
Massachusetts
$276K – – –
WTA
1009
Washington Trust Advisors
Massachusetts
$275K -$5.53K -12 -2%
CW
1010
Channel Wealth
California
$272K -$921 -2 -0.3%
NFA
1011
Northern Financial Advisors
Michigan
$272K +$3.23K +7 +1%
BFM
1012
Boston Financial Management
Massachusetts
$270K +$11.5K +25 +4%
GA
1013
Geller Advisors
New York
$269K – – –
SWM
1014
Silverlake Wealth Management
Vermont
$267K -$190K -413 -42%
TIM
1015
Tortoise Investment Management
New York
$266K +$921 +2 +0.3%
OAM
1016
Oak Asset Management
California
$264K – – –
Nomura Holdings
1017
Nomura Holdings
Japan
$264K +$264K +573 New
GWM
1018
Geneos Wealth Management
Colorado
$264K -$16.6K -36 -6%
HDIM
1019
Hanson & Doremus Investment Management
Vermont
$263K -$10.6K -23 -4%
EFG
1020
Everhart Financial Group
Ohio
$262K +$16.1K +35 +7%
CFG
1021
Citizens Financial Group
Rhode Island
$261K +$261K +566 New
AIM
1022
Acropolis Investment Management
Missouri
$261K +$1.38K +3 +0.5%
DWM
1023
Drive Wealth Management
Utah
$261K +$261K +566 New
AG
1024
AlTi Global
New York
$260K +$260K +564 New
Wolverine Trading
1025
Wolverine Trading
Illinois
$258K -$3.75M -8,145 -94%
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